401(k) · DOL Form 5500 · 2022
Self-Help Services Corporation 401(k) Plan
Data updated 2026-08-25
- $65M
- Total assets Below avg plan size
- 319
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $204,906
- Avg per participant Above avg balance/head
Official DOL plan name: 403b Plan for Self-Help Services Corporation · Sponsored by Self-Help Services Corporation · North Carolina · Finance & Insurance
$65M in assets, 319 participants
Self-Help Services Corporation's 403b Plan for Self-Help Services Corporation reported $65M in total assets and 319 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #7,777 in Finance & Insurance (9,261 peers)
Coverage in North Carolina
403b Plan for Self-Help Services Corporation covers 319 participants in North Carolina, about 39% of the average North Carolina filer (state average ~819 per filing). Assets: $65M.
- #7,777
- in Finance & Insurance (9,261 peers)
- -15.9%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403b Plan for Self-Help Services Corporation's outsized position by total assets
403b Plan for Self-Help Services Corporation vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$65,365,129 Top 10% higher than 90% 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
403b Plan for Self-Help Services Corporation 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. 403b Plan for Self-Help Services Corporation sits mid-pack in the medium band (319 participants).
EBSA filing schedule strip
Filing strip 561849615 · Self-Help Services Corporation PY 2022 · 401(k)
403b Plan for Self-Help Services Corporation · $65M · 319 · 90th
- SCH $65M
- EBSA 319
- PART 90th
- TYPE 401(k)
- NET near Cp&y, Inc. 401(k) Plan
- BOOK ind #7777
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 Finance & Insurance retirement plans → · Plans in North Carolina →
403b Plan for Self-Help Services Corporation in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | -$12M |
| Employer EIN | 561849615 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Self-Help Services Corporation)
Sponsor-wide plan assets over time
All Self-Help Services Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 38.099054317601% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 894 | $99M |
| 2023 | 2 | 931 | $118M |
| 2024 | 2 | 895 | $136M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
403b Plan for Self-Help Services Corporation's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Cp&y, Inc. 401(k) Plan in TX ($65M); by covered participants it is Ask Telemarketing, Inc. 401(k) Plan in AL (319 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65M here).
- Cp&y, Inc. 401(k) Plan (TX) $65M · 354
- Trellis Company 401(k) Plan (TX) $65M · 408
- Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust (MS) $65M · 442
- Ampco-Pittsburgh Corporation Retirement Savings Plan (PA) $65M · 757
Similar participant headcount
Nearest other-state filings by covered participants (319 participants); asset peers above are excluded.
- Ask Telemarketing, Inc. 401(k) Plan (AL) 319 · 0 off
- Stone Distributing Company 401 (K) Plan (CA) 319 · 0 off
- Softtek Integration Systems, Inc. 401(k) Plan (GA) 319 · 0 off
- Oglethorpe Power Corporation Retirement Plan (GA) 319 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.