401(k) · DOL Form 5500 · 2022
Helzberg Diamond Shops LLC 401(k) Plan
Data updated 2026-08-25
- $115M
- Total assets Near avg plan size
- 2,029
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $56,728
- Avg per participant Low balance/head
Official DOL plan name: Helzberg Diamonds Savings Plan · Sponsored by Helzberg Diamond Shops LLC · Missouri · Retail Trade
$115M in assets, 2,029 participants
Helzberg Diamond Shops LLC's Helzberg Diamonds Savings Plan reported $115M in total assets and 2,029 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #9,179 in Retail Trade (9,519 peers)
Coverage in Missouri
Helzberg Diamonds Savings Plan covers 2,029 participants in Missouri, 2.8x the typical Missouri plan (state average ~737 per filing). Assets: $115M.
- #9,179
- in Retail Trade (9,519 peers)
- -18.1%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Helzberg Diamonds Savings Plan's outsized position by total assets
Helzberg Diamonds Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$115,101,867 Top 7% higher than 93% 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
Helzberg Diamonds Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helzberg Diamonds Savings Plan lands in the large band (2,029 participants).
Plan-year Form 5500 strip
Filing strip 440553741 · Helzberg Diamond Shops LLC PY 2022 · 401(k)
Helzberg Diamonds Savings Plan · $115M · 2,029 · 93rd
- NET $115M
- BOOK 2,029
- VS-ST 93rd
- BOY 401(k)
- SCH near Pomps Tire Service Inc Salary Savings Plan
- EBSA ind #9179
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 Retail Trade retirement plans → · Plans in Missouri →
Helzberg Diamonds Savings Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $141M |
|---|---|
| Net Assets (End of Year) | $115M |
| Net Income | -$25M |
| Employer EIN | 440553741 |
| Plan Effective Date | 1992-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Helzberg Diamond Shops LLC)
Sponsor-wide plan assets over time
All Helzberg Diamond Shops LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $135M 17.274420057843198% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,029 | $115M |
| 2023 | 1 | 1,991 | $126M |
| 2024 | 1 | 1,960 | $135M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bayer Corporation Savings and Retirement Plan $9.2B · 18,917
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $8.7B · 47,923
- Enterprise Holdings Retirement Savings Plan $4.5B · 59,568
- Centene Management Corporation Retirement Plan $3.2B · 49,060
- Anheuser-Busch 401(k) Savings and Retirement Plan $3.1B · 14,556
Helzberg Diamonds Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Pomps Tire Service Inc Salary Savings Plan in WI ($115M); by covered participants it is Ellucian Retirement Plan in VA (2,029 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($115M here).
- Pomps Tire Service Inc Salary Savings Plan (WI) $115M · 1,927
- Careoregon, Inc. 401(k) Plan (OR) $115M · 1,059
- National Consumer Cooperative Bank Retirement and 401(k) Plan (VA) $115M · 337
- Jubilant Pharma Holdings Inc. and Subsidiaries 401(k) Plan (PA) $115M · 1,825
Similar participant headcount
Nearest other-state filings by covered participants (2,029 participants); asset peers above are excluded.
- Ellucian Retirement Plan (VA) 2,029 · 0 off
- Terumo Bct, Inc. 401(k) Plan (CO) 2,029 · 0 off
- R.E. Michel Company, LLC 401(k) Profit Sharing and Savings Plan (MD) 2,030 · 1 off
- Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan (AZ) 2,030 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.