401(k) · DOL Form 5500 · 2023

Leona M. and Harry B. Helmsley Charitable 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
102
Participants Small participant base
83rd
Percentile by assets National rank
$394,640
Avg per participant High balance/head
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Official DOL plan name: The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan · Sponsored by Leona M. and Harry B. Helmsley Charitable · New York · Finance & Insurance

$40M in assets, 102 participants

Leona M. and Harry B. Helmsley Charitable's The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan reported $40M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,573 in Finance & Insurance (8,869 peers)

Coverage in New York

The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan covers 102 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $40M.

#6,573
in Finance & Insurance (8,869 peers)
+27.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan's outsized position by total assets

The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan vs every filed plan by assets

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

$40,253,287 Top 17% higher than 83% 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

The Leona M and Harry B Helmsley Charitable Trust 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. The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan reported participants rose from 92 in the plan year 2022 filing to 102 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 137184401 · Leona M. and Harry B. Helmsley Charitable PY 2023 · 401(k)

The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan · $40M · 102 · 83rd

  • EOY $40M
  • EOY 102
  • EOY 83rd
  • EOY 401(k)
  • EOY near Centurum, Inc. Profit Sharing and Retirement Savings
  • EOY ind #6573

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 New York →

The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan in the asset neighbourhood

Salesloft 401(k) Plan$40MThe Leona M and Harry B Helmsley Charitable Trust 401(k) PlanThe Leona M and Harry B Helm…$40MCenturum, Inc. Profit Sharing and Retirement SavingsCenturum, Inc. Profit Sharin…$40MSuperior Industries International, Inc. Savings and Retirement PlanSuperior Industries Internat…$40MFirst Western Bank & Trust 401(k)First Western Bank & Trust 4…$40M
End-of-year total assets ($M) among The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$40M
Net Income$9M
Employer EIN137184401
Plan Effective Date2009-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Leona M. and Harry B. Helmsley Charitable)

Sponsor-wide plan assets over time

All Leona M. and Harry B. Helmsley Charitable plans reported in each filing year

Latest sponsor-wide plan assets
$45M 43.588832537387454% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $31.5M $45.3M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 92 $32M
2023 1 102 $40M
2024 1 116 $45M

Nearby 401(k) Plans in New York

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

The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan, Total assets ($B): 0.040253287 · Participants: 102The Leona M and Harry B Helmsley Charitable Trust 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan side-by-side with 3 peers →

The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Centurum, Inc. Profit Sharing and Retirement Savings in NJ ($40M); by covered participants it is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan assets move in 2023? ▼
The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan grew sharply - up 27.7% during 2023, from $32M to $40M. Reported net income was $9M.
How have Leona M. and Harry B. Helmsley Charitable plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leona M. and Harry B. Helmsley Charitable's sponsor-wide assets grew 43.6%, from $32M to $45M.
Where does The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan rank by assets among Form 5500 filers? ▼
The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan ranks in the 83rd 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 The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Centurum, Inc. Profit Sharing and Retirement Savings in NJ ($40M, 360 participants).
Which 401(k) plans cover a similar participant headcount to The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants, $5M 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 137184401.

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.