401(k) · DOL Form 5500 · 2023

Helm Group, Inc. 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
253
Participants Below avg headcount
87th
Percentile by assets National rank
$219,640
Avg per participant Above avg balance/head
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Official DOL plan name: Helm Group, Inc. 401(k) Plan · Sponsored by Helm Group, Inc. · Illinois · Construction

$56M in assets, 253 participants

Helm Group, Inc.'s Helm Group, Inc. 401(k) Plan reported $56M in total assets and 253 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,626 in Construction (9,030 peers)

Coverage in Illinois

Helm Group, Inc. 401(k) Plan covers 253 participants in Illinois, about 32% of the average Illinois filer (state average ~779 per filing). Assets: $56M.

#7,626
in Construction (9,030 peers)
+15.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Helm Group, Inc. 401(k) Plan's outsized position by total assets

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

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

$55,568,855 Top 13% higher than 87% of 127,068 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 2023

Helm Group, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helm Group, Inc. 401(k) Plan sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helm Group, Inc. 401(k) Plan reported net income rose from -$14M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Helm Group, Inc. 401(k) Plan end-of-year assets rose from $48M in the plan year 2022 filing to $56M in the plan year 2023 filing.
  • Helm Group, Inc. 401(k) Plan reported participants rose from 221 in the plan year 2022 filing to 253 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 363065097 · Helm Group, Inc. PY 2023 · 401(k)

Helm Group, Inc. 401(k) Plan · $56M · 253 · 87th

  • PHOTO $56M
  • IND 253
  • EOY 87th
  • 5500 401(k)
  • ASSETS near Blanchard Training & Development Inc. 401(k) Plan
  • PCT ind #7626

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 Illinois →

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

Helm Group, Inc. 401(k) Plan$56MBlanchard Training & Development Inc. 401(k) PlanBlanchard Training & Develop…$56MGalen Medical Group Employees Retirement Savings PlanGalen Medical Group Employee…$56MChallenger School 401(k) Retirement PlanChallenger School 401(k) Ret…$56MFres-Co System USA, Inc. Retirement Savings PlanFres-Co System USA, Inc. Ret…$56M
End-of-year total assets ($M) among Helm Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$56M
Net Income$7M
Employer EIN363065097
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helm Group, Inc.)

Sponsor-wide plan assets over time

All Helm Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 32.7731728579122% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $48.2M $64M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 221 $48M
2023 1 253 $56M
2024 1 265 $64M

Nearby 401(k) Plans in Illinois

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

Helm Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Helm Group, Inc. 401(k) Plan, Total assets ($B): 0.055568855 · Participants: 253Helm Group, Inc. 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Helm Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Helm Group, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Blanchard Training & Development Inc. 401(k) Plan in CA ($56M); by covered participants it is Ollion 401(k) Plan in WA (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 participants); asset peers above are excluded.

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 Helm Group, Inc. 401(k) Plan assets move in 2023? ▼
Helm Group, Inc. 401(k) Plan grew sharply - up 15.4% during 2023, from $48M to $56M. Reported net income was $7M.
How have Helm Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helm Group, Inc.'s sponsor-wide assets grew 32.8%, from $48M to $64M.
Where does Helm Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Helm Group, Inc. 401(k) Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Helm Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blanchard Training & Development Inc. 401(k) Plan in CA ($56M, 250 participants).
Which 401(k) plans cover a similar participant headcount to Helm Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ollion 401(k) Plan in WA (253 participants, $13M 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 363065097.

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.