401(k) · DOL Form 5500 · 2023

Helios Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$134M
Total assets Near avg plan size
1,269
Participants Near avg headcount
93rd
Percentile by assets National rank
$105,741
Avg per participant Below avg balance/head
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Official DOL plan name: Helios Technologies, Inc. 401(k) Retirement Plan · Sponsored by Helios Technologies, Inc. · Florida · Manufacturing

$134M in assets, 1,269 participants

Helios Technologies, Inc.'s Helios Technologies, Inc. 401(k) Retirement Plan reported $134M in total assets and 1,269 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,714 in Manufacturing (18,722 peers)

Coverage in Florida

Helios Technologies, Inc. 401(k) Retirement Plan covers 1,269 participants in Florida, 2.0x the typical Florida plan (state average ~628 per filing). Assets: $134M.

#16,714
in Manufacturing (18,722 peers)
+18.1%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Helios Technologies, Inc. 401(k) Retirement Plan's outsized position by total assets

Helios Technologies, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$134,185,797 Top 7% higher than 93% 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

Helios Technologies, Inc. 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helios Technologies, Inc. 401(k) Retirement Plan lands in the large band (1,269 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helios Technologies, Inc. 401(k) Retirement Plan reported net income rose from -$28M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Helios Technologies, Inc. 401(k) Retirement Plan end-of-year assets rose from $114M in the plan year 2022 filing to $134M in the plan year 2023 filing.
  • Helios Technologies, Inc. 401(k) Retirement Plan reported participants rose from 1,229 in the plan year 2022 filing to 1,269 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 592754337 · Helios Technologies, Inc. PY 2023 · 401(k)

Helios Technologies, Inc. 401(k) Retirement Plan · $134M · 1,269 · 93rd

  • PHOTO $134M
  • IND 1,269
  • EOY 93rd
  • 5500 401(k)
  • ASSETS near Kemin Worldwide Holdings, Inc. Savings Plan
  • PCT ind #16714

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 Manufacturing retirement plans → · Plans in Florida →

Helios Technologies, Inc. 401(k) Retirement Plan in the asset neighbourhood

Kemin Worldwide Holdings, Inc. Savings PlanKemin Worldwide Holdings, In…$134MHelios Technologies, Inc. 401(k) Retirement PlanHelios Technologies, Inc. 40…$134MBoone Health 401(k)$134MGroup 1001 401(k) Savings PlanGroup 1001 401(k) Savings Pl…$134MTns 401(k) Retirement Savings PlanTns 401(k) Retirement Saving…$134M
End-of-year total assets ($M) among Helios Technologies, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$114M
Net Assets (End of Year)$134M
Net Income$12M
Employer EIN592754337
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helios Technologies, Inc.)

Sponsor-wide plan assets over time

All Helios Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$159M 40.35433825276693% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $114M $159M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 1,229 $114M
2023 1 1,269 $134M
2024 1 1,291 $159M

Nearby 401(k) Plans in Florida

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

Helios Technologies, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Helios Technologies, Inc. 401(k) Retirement Plan, Total assets ($B): 0.134185797 · Participants: 1269Helios Technologies, Inc. 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Helios Technologies, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Helios Technologies, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Helios Technologies, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Kemin Worldwide Holdings, Inc. Savings Plan in IA ($134M); by covered participants it is C.W. Matthews Contracting Company, Inc. 401(k) Plan in GA (1,269 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($134M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,269 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 Helios Technologies, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Helios Technologies, Inc. 401(k) Retirement Plan grew sharply - up 18.1% during 2023, from $114M to $134M. Reported net income was $12M.
How have Helios Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helios Technologies, Inc.'s sponsor-wide assets grew 40.4%, from $114M to $159M.
Where does Helios Technologies, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Helios Technologies, Inc. 401(k) Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Helios Technologies, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kemin Worldwide Holdings, Inc. Savings Plan in IA ($134M, 873 participants).
Which 401(k) plans cover a similar participant headcount to Helios Technologies, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is C.W. Matthews Contracting Company, Inc. 401(k) Plan in GA (1,269 participants, $72M 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 592754337.

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.