401(k) · DOL Form 5500 · 2023

Helmar, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
51
Participants Small participant base
39th
Percentile by assets National rank
$71,785
Avg per participant Below avg balance/head
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Official DOL plan name: Helmar, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Helmar, Inc. · New York · Wholesale Trade

$4M in assets, 51 participants

Helmar, Inc.'s Helmar, Inc. 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,755 in Wholesale Trade (6,309 peers)

Helmar, Inc. multi-year trail

Helmar, Inc.'s plans moved +49.6% in assets from 2022 to 2024; this filing shows Helmar, Inc. 401(k) Profit Sharing Plan and Trust at $4M / 51 participants.

#1,755
in Wholesale Trade (6,309 peers)
+26.5%
assets growth YoY

Helmar, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

Helmar, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,661,022 39th percentile higher than 39% 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

Helmar, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helmar, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helmar, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$220K in the plan year 2022 filing to $767K in the plan year 2023 filing.
  • Helmar, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Helmar, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 49 in the plan year 2022 filing to 51 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133181442 · Helmar, Inc. PY 2023 · 401(k)

Helmar, Inc. 401(k) Profit Sharing Plan and Trust · $4M · 51 · 39th

  • VS-ST $4M
  • BOY 51
  • SCH 39th
  • EBSA 401(k)
  • PART near Physician Directed Partners, Inc. 401(k) Retirement Plan
  • TYPE ind #1755

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 Wholesale Trade retirement plans → · Plans in New York →

Helmar, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Helmar, Inc. 401(k) Profit Sharing Plan and TrustHelmar, Inc. 401(k) Profit S…$4MPhysician Directed Partners, Inc. 401(k) Retirement PlanPhysician Directed Partners,…$4MPhysician Directed Partners, Inc. 401(k) Retirement PlanPhysician Directed Partners,…$4MAugustine Casino 401(k) Plan$4MWest American Rubber Co., LLC 401(k) PlanWest American Rubber Co., LL…$4M
End-of-year total assets ($M) among Helmar, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Helmar, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Helmar, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 49.60205364025981% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.89M $4.33M ▲ +49.8%
Year Plans Participants Total Assets
2022 1 49 $3M
2023 1 51 $4M
2024 1 51 $4M

Helmar, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$767K
Employer EIN133181442
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Helmar, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Helmar, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.003661022 · Participants: 51Helmar, Inc. 401(k) Profit Sharing Plan and TrustIBM 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
Helmar, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Helmar, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Helmar, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Physician Directed Partners, Inc. 401(k) Retirement Plan in TX ($4M); by covered participants it is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Helmar, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Helmar, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 26.5% during 2023, from $3M to $4M. Reported net income was $767K.
How have Helmar, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helmar, Inc.'s sponsor-wide assets grew 49.6%, from $3M to $4M.
Which 401(k) plans are similar in size to Helmar, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Physician Directed Partners, Inc. 401(k) Retirement Plan in TX ($4M, 294 participants).
Which 401(k) plans cover a similar participant headcount to Helmar, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 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 133181442.

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.