401(k) · DOL Form 5500 · 2022

Helwig Carbon Products, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
256
Participants Below avg headcount
82nd
Percentile by assets National rank
$107,411
Avg per participant Below avg balance/head
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Official DOL plan name: Helwig Carbon Products, Inc. Profit Sharing Retirement Plan · Sponsored by Helwig Carbon Products, Inc. · Wisconsin · Professional & Technical Services

$27M in assets, 256 participants

Helwig Carbon Products, Inc.'s Helwig Carbon Products, Inc. Profit Sharing Retirement Plan reported $27M in total assets and 256 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #17,732 in Professional & Technical Services (21,562 peers)

Coverage in Wisconsin

Helwig Carbon Products, Inc. Profit Sharing Retirement Plan covers 256 participants in Wisconsin, about 45% of the average Wisconsin filer (state average ~563 per filing). Assets: $27M.

#17,732
in Professional & Technical Services (21,562 peers)
+0.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Helwig Carbon Products, Inc. Profit Sharing Retirement Plan's outsized position by total assets

Helwig Carbon Products, Inc. Profit Sharing Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$27,497,268 Top 18% higher than 82% of 139,123 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 2022

Helwig Carbon Products, Inc. Profit Sharing Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helwig Carbon Products, Inc. Profit Sharing Retirement Plan sits mid-pack in the medium band (256 participants).

Plan-year Form 5500 strip

Filing strip 390342040 · Helwig Carbon Products, Inc. PY 2022 · 401(k)

Helwig Carbon Products, Inc. Profit Sharing Retirement Plan · $27M · 256 · 82nd

  • 5500 $27M
  • ASSETS 256
  • PCT 82nd
  • EIN 401(k)
  • RANK near Teco 401(k) Plan and Trust
  • PHOTO ind #17732

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Helwig Carbon Products, Inc. Profit Sharing Retirement Plan in the asset neighbourhood

Helwig Carbon Products, Inc. Profit Sharing Retirement PlanHelwig Carbon Products, Inc.…$27MSynamedia 401(k) Plan$28MTeco 401(k) Plan and Trust$27MJohn Knox Village Retirement PlanJohn Knox Village Retirement…$27MCoca-Cola Consolidated, Inc. Bargaining Employees 401(k) PlanCoca-Cola Consolidated, Inc.…$27M
End-of-year total assets ($M) among Helwig Carbon Products, Inc. Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$27M
Net Income$80K
Employer EIN390342040
Plan Effective Date2002-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helwig Carbon Products, Inc.)

Sponsor-wide plan assets over time

All Helwig Carbon Products, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 19.38649289136433% vs 2022
2023 filing year
$35M$40M$45M 20222023 $36M $42.9M ▲ +19.4%
Year Plans Participants Total Assets
2022 2 458 $36M
2023 2 469 $43M

Nearby 401(k) Plans in Wisconsin

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

Helwig Carbon Products, Inc. Profit Sharing Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Helwig Carbon Products, Inc. Profit Sharing Retirement Plan, Total assets ($B): 0.027497268 · Participants: 256Helwig Carbon Products, Inc. Profit Sharing Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Helwig Carbon Products, Inc. Profit Sharing Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Helwig Carbon Products, Inc. Profit Sharing Retirement Plan side-by-side with 3 peers →

Helwig Carbon Products, Inc. Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Teco 401(k) Plan and Trust in TX ($27M); by covered participants it is Pacific Gateway Concessions, LLC 401(k) Plan in CA (256 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (256 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Helwig Carbon Products, Inc. Profit Sharing Retirement Plan assets move in 2022? ▼
Helwig Carbon Products, Inc. Profit Sharing Retirement Plan held essentially flat - up 0.3% during 2022, from $27M to $27M. Reported net income was $80K.
How have Helwig Carbon Products, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Helwig Carbon Products, Inc.'s sponsor-wide assets grew 19.4%, from $36M to $43M.
Where does Helwig Carbon Products, Inc. Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Helwig Carbon Products, Inc. Profit Sharing Retirement Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Helwig Carbon Products, Inc. Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Teco 401(k) Plan and Trust in TX ($27M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Helwig Carbon Products, Inc. Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pacific Gateway Concessions, LLC 401(k) Plan in CA (256 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390342040.

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.