401(k) · DOL Form 5500 · 2023

Helber, Inc. 401(k) Plan

Data updated 2026-08-25

$811K
Total assets Small plan by assets: 2
Participants Small participant base: 22nd
Percentile by assets National rank: $405,389
Avg per participant High balance/head

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Official DOL plan name: Helber Retirement Plan · Sponsored by Helber, Inc. · Florida · Real Estate

$811K in assets, 2 participants

Helber, Inc.'s Helber Retirement Plan reported $811K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

#1,801 in Real Estate (4,727 peers)

2023 asset change

Helber Retirement Plan grew sharply 18.2% in 2023 ($686K → $811K) for 2 participants.

#1,801
in Real Estate (4,727 peers): +18.2%
assets growth YoY

Helber Retirement Plan among the smaller filed plans by assets

Helber Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$810,778 22nd percentile higher than 22% of 127,068 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Helber Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helber Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Helber Retirement Plan reported net income fell from $686K in the plan year 2022 filing to $125K in the plan year 2023 filing.
Helber Retirement Plan end-of-year assets rose from $686K in the plan year 2022 filing to $811K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 920240633 · Helber, Inc. PY 2023 · 401(k)

Helber Retirement Plan · $811K · 2 · 22nd

VS-ST $811K
BOY 2
SCH 22nd
EBSA 401(k)
PART near 401kadministrators.Com Pep 001
TYPE ind #1801

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 Real Estate retirement plans → · Plans in Florida →

End-of-year total assets ($M) among Helber Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Helber, Inc. years around the 2023 move

Latest sponsor-wide plan assets: $712K 3.730637178076001% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$686K
2023	1	2	$811K
2024	1	2	$712K

2023 asset-move particulars

Total Assets (Beginning of Year)	$686K
Net Assets (End of Year)	$811K
Net Income	$125K
Employer EIN	920240633
Plan Effective Date	2022-09-13
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

Helber Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Helber Retirement Plan side-by-side with 3 peers →

Helber Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is 401kadministrators.Com Pep 001 in CA ($811K); by covered participants it is Gillian Corporation 401(k) Plan in CO (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($811K here).

401kadministrators.Com Pep 001 (CA) $811K · 27
Just the Right Stuff, Inc. 401(k) Plan (NY) $811K · 19
Commonwealth Lodging Management, LLC 401(k) Profit Sharing Plan (VA) $811K · 262
Ashwani Bhardwaj, M.D., Inc. Profit Sharing Plan (CA) $811K · 6

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
Lampa Ventures Retirement Plan (MI) 2 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Helber Retirement Plan assets move in 2023? ▼

Helber Retirement Plan grew sharply - up 18.2% during 2023, from $686K to $811K. Reported net income was $125K.

How have Helber, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Helber, Inc.'s sponsor-wide assets grew 3.7%, from $686K to $712K.

Where does Helber Retirement Plan rank by assets among Form 5500 filers? ▼

Helber Retirement Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Helber Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is 401kadministrators.Com Pep 001 in CA ($811K, 27 participants).

Which 401(k) plans cover a similar participant headcount to Helber Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Gillian Corporation 401(k) Plan in CO (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 920240633.