401(k) · DOL Form 5500 · 2022

Edd Helms Group Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
89
Participants Small participant base
49th
Percentile by assets National rank
$51,656
Avg per participant Low balance/head
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Official DOL plan name: Edd Helms Group, Inc. 401(k) Plan · Sponsored by Edd Helms Group Inc. · Florida · Construction

$5M in assets, 89 participants

Edd Helms Group Inc.'s Edd Helms Group, Inc. 401(k) Plan reported $5M in total assets and 89 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #4,759 in Construction (9,927 peers)

What the 2022 filing shows

Edd Helms Group, Inc. 401(k) Plan holds $5M for 89 participants - about $51,656 per participant, in the lower half of filed plans by assets.

#4,759
in Construction (9,927 peers)
+1.9%
assets growth YoY

Edd Helms Group, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Edd Helms Group, Inc. 401(k) Plan vs every filed plan by assets

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

$4,597,383 49th percentile higher than 49% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Edd Helms Group, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edd Helms Group, Inc. 401(k) Plan is a small filing (89 participants) on this national headcount ladder.

DOL schedule card

Filing strip 592605868 · Edd Helms Group Inc. PY 2022 · 401(k)

Edd Helms Group, Inc. 401(k) Plan · $5M · 89 · 49th

  • NET $5M
  • NET 89
  • NET 49th
  • NET 401(k)
  • NET near Independent Insurance Agents and Brokers of Ca 401(k) Profit Sharing Plan and Trust
  • NET ind #4759

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 Construction retirement plans → · Plans in Florida →

Edd Helms Group, Inc. 401(k) Plan in the asset neighbourhood

Edd Helms Group, Inc. 401(k) PlanEdd Helms Group, Inc. 401(k)…$5MIndependent Insurance Agents and Brokers of Ca 401(k) Profit Sharing Plan and TrustIndependent Insurance Agents…$5MDiscount Drugs Wisconsin, Inc. 401(k) Profit Sharing Plan & TrustDiscount Drugs Wisconsin, In…$5MPrime Health Services, Inc. 401(k) Profit Sharing PlanPrime Health Services, Inc. …$5MKaasco, Inc. 401(k) Profit Sharing PlanKaasco, Inc. 401(k) Profit S…$5M
End-of-year total assets ($M) among Edd Helms Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$88K
Employer EIN592605868
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edd Helms Group Inc.)

Sponsor-wide plan assets over time

All Edd Helms Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 6.397574446157737% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M$5.2M 202220232024 $4.6M $4.89M ▲ +6.3%
Year Plans Participants Total Assets
2022 1 89 $5M
2023 1 93 $5M
2024 1 92 $5M

Nearby 401(k) Plans in Florida

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

Edd Helms Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Edd Helms Group, Inc. 401(k) Plan, Total assets ($B): 0.004597383 · Participants: 89Edd Helms Group, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Edd Helms Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Edd Helms Group, Inc. 401(k) Plan side-by-side with 3 peers →

Edd Helms Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Independent Insurance Agents and Brokers of Ca 401(k) Profit Sharing Plan and Trust in CA ($5M); by covered participants it is Timberline Hospitalities, LLC Pension Plan in WY (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 participants); asset peers above are excluded.

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 did Edd Helms Group, Inc. 401(k) Plan assets move in 2022? ▼
Edd Helms Group, Inc. 401(k) Plan edged up modestly - up 1.9% during 2022, from $5M to $5M. Reported net income was $88K.
How have Edd Helms Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edd Helms Group Inc.'s sponsor-wide assets grew 6.4%, from $5M to $5M.
Which 401(k) plans are similar in size to Edd Helms Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Independent Insurance Agents and Brokers of Ca 401(k) Profit Sharing Plan and Trust in CA ($5M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Edd Helms Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Timberline Hospitalities, LLC Pension Plan in WY (89 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592605868.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.