401(k) · DOL Form 5500 · 2022

J.S. Helwig & Son, LLC 401(k) Plan

Q: How have J.S. Helwig & Son, LLC plan assets changed over time?

Across 2 plan years on file (2022-2024), J.S. Helwig & Son, LLC's sponsor-wide assets grew 200.6%, from $704K to $2M.

Q: Where does J.S. Helwig & Son, LLC 401(k) Plan rank by assets among Form 5500 filers?

J.S. Helwig & Son, LLC 401(k) Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).

Q: Which 401(k) plans are similar in size to J.S. Helwig & Son, LLC 401(k) Plan?

Among 401(k) plans in other states, the closest by assets is Sri Technologies, Inc. Retirement Savings Plan in IL ($704K, 61 participants).

Q: Which 401(k) plans cover a similar participant headcount to J.S. Helwig & Son, LLC 401(k) Plan?

Among 401(k) plans in other states, the closest by covered participants is Dmc Global Inc. 401(k) Plan in CO (404 participants, $42M in assets).

Data updated 2026-08-25

$704K
Total assets Small plan by assets: 404
Participants Below avg headcount: 21st
Percentile by assets National rank: $1,742
Avg per participant Low balance/head

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Official DOL plan name: J.S. Helwig & Son, LLC 401(k) Plan · Sponsored by J.S. Helwig & Son, LLC · Texas · Transportation & Warehousing

$704K in assets, 404 participants

J.S. Helwig & Son, LLC's J.S. Helwig & Son, LLC 401(k) Plan reported $704K in total assets and 404 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

#811 in Transportation & Warehousing (3,876 peers)

J.S. Helwig & Son, LLC multi-year trail

J.S. Helwig & Son, LLC's plans moved +200.6% in assets from 2022 to 2024; this filing shows J.S. Helwig & Son, LLC 401(k) Plan at $704K / 404 participants.

#811
in Transportation & Warehousing (3,876 peers): $696K
reported net income

J.S. Helwig & Son, LLC 401(k) Plan among the smaller filed plans by assets

J.S. Helwig & Son, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$703,595 21st percentile higher than 21% 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

J.S. Helwig & Son, LLC 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. J.S. Helwig & Son, LLC 401(k) Plan sits mid-pack in the medium band (404 participants).

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

EBSA filing schedule strip

Filing strip 204068122 · J.S. Helwig & Son, LLC PY 2022 · 401(k)

J.S. Helwig & Son, LLC 401(k) Plan · $704K · 404 · 21st

IND $704K
IND 404
IND 21st
IND 401(k)
IND near Sri Technologies, Inc. Retirement Savings Plan
IND ind #811

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 Transportation & Warehousing retirement plans → · Plans in Texas →

End-of-year total assets ($M) among J.S. Helwig & Son, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

J.S. Helwig & Son, LLC multi-year asset trail

Latest sponsor-wide plan assets: $2M 200.62351210568582% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	404	$704K
2024	1	377	$2M

J.S. Helwig & Son, LLC filing trail (2022)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$696K
Net Income	$696K
Employer EIN	204068122
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

J.S. Helwig & Son, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $37.6B · 144,503
Exxonmobil Savings Plan $21.3B · 23,619
Caterpillar 401(k) Savings Plan $13.8B · 38,538
American Airlines, Inc. 401(k) Plan $12.8B · 85,577
Dell Inc. 401(k) Plan $12.0B · 47,532

Compare J.S. Helwig & Son, LLC 401(k) Plan side-by-side with 3 peers →

J.S. Helwig & Son, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sri Technologies, Inc. Retirement Savings Plan in IL ($704K); by covered participants it is Dmc Global Inc. 401(k) Plan in CO (404 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($704K here).

Sri Technologies, Inc. Retirement Savings Plan (IL) $704K · 61
Captiva Partners, Inc. 401(k) Plan (MO) $704K · 12
Newera Healthcare Staffing Inc. Retirement Plan (FL) $704K · 2
Gillett Dental Care, S.C. Profit Sharing 401(k) Plan (WI) $704K · 6

Similar participant headcount

Nearest other-state filings by covered participants (404 participants); asset peers above are excluded.

Dmc Global Inc. 401(k) Plan (CO) 404 · 0 off
Dowl LLC Retirement Savings and Investment Plan (AK) 404 · 0 off
Textile Rubber & Chemical Co., Inc. Employees' Profit Sharing 401(k) Plan (GA) 404 · 0 off
Rent One 401(k) Plan (MO) 404 · 0 off

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have J.S. Helwig & Son, LLC plan assets changed over time? ▼

Across 2 plan years on file (2022-2024), J.S. Helwig & Son, LLC's sponsor-wide assets grew 200.6%, from $704K to $2M.

Where does J.S. Helwig & Son, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼