401(k) · DOL Form 5500 · 2022
Helm America Corporation 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 153
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $91,351
- Avg per participant Below avg balance/head
Official DOL plan name: Helm America Corporation 401(k) Plan · Sponsored by Helm America Corporation · Florida · Wholesale Trade
$14M in assets, 153 participants
Helm America Corporation's Helm America Corporation 401(k) Plan reported $14M in total assets and 153 participants in its 2022 DOL Form 5500 filing, ranking in the 71st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #4,554 in Wholesale Trade (6,843 peers)
Coverage in Florida
Helm America Corporation 401(k) Plan covers 153 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $14M.
- #4,554
- in Wholesale Trade (6,843 peers)
- -11.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Helm America Corporation 401(k) Plan's outsized position by total assets
Helm America Corporation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,976,653 Top 29% higher than 71% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Helm America Corporation 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helm America Corporation 401(k) Plan sits mid-pack in the medium band (153 participants).
Form 5500 schedule snapshot
Filing strip 521279650 · Helm America Corporation PY 2022 · 401(k)
Helm America Corporation 401(k) Plan · $14M · 153 · 71st
- NET $14M
- BOOK 153
- VS-ST 71st
- BOY 401(k)
- SCH near Aero Gear, Inc. 401(k) Plan
- EBSA ind #4554
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in Florida →
Helm America Corporation 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$2M |
| Employer EIN | 521279650 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Helm America Corporation)
Sponsor-wide plan assets over time
All Helm America Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 53.92388292103982% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 153 | $14M |
| 2023 | 1 | 163 | $18M |
| 2024 | 1 | 174 | $22M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Helm America Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Aero Gear, Inc. 401(k) Plan in CT ($14M); by covered participants it is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Aero Gear, Inc. 401(k) Plan (CT) $14M · 143
- Nacogdoches Commercial Bancshares, Inc. ESOP (TX) $14M · 222
- Zoological Society of Cincinnati 401(k) Retirement Plan (OH) $14M · 110
- Steven Scott Retirement Savings Plan (MN) $14M · 451
Similar participant headcount
Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.
- Btc Mobility, LLC 401(k) Retirement Plan (MA) 153 · 0 off
- Jewish Home of Greater Harrisburg 401(k) Plan (PA) 153 · 0 off
- Incorp Industries, LLC 401(k) Plan (IN) 153 · 0 off
- Konos, Inc. Profit Sharing Plan & Trust (MI) 153 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.