ESOP · DOL Form 5500 · 2023

The Helsing Group, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
43
Participants Small participant base
51st
Percentile by assets National rank
$162,872
Avg per participant Above avg balance/head
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Official DOL plan name: The Helsing Group Employee Stock Ownership Plan · Sponsored by The Helsing Group, Inc. · California · Finance & Insurance

$7M in assets, 43 participants

The Helsing Group, Inc.'s The Helsing Group Employee Stock Ownership Plan reported $7M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,249 in Finance & Insurance (8,869 peers)

2023 asset change

The Helsing Group Employee Stock Ownership Plan pulled back noticeably 8.5% in 2023 ($8M → $7M) for 43 participants.

#3,249
in Finance & Insurance (8,869 peers)
-8.5%
assets change YoY

The plan reported a net loss of $548K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Helsing Group Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

The Helsing Group Employee Stock Ownership Plan vs every filed plan by assets

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

$7,003,516 Top 49% higher than 51% 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 Helsing Group Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Helsing Group Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Helsing Group Employee Stock Ownership Plan reported net income fell from $312K in the plan year 2022 filing to -$548K in the plan year 2023 filing.
  • The Helsing Group Employee Stock Ownership Plan reported participants fell from 47 in the plan year 2022 filing to 43 in the plan year 2023 filing.
  • The Helsing Group Employee Stock Ownership Plan end-of-year assets fell from $8M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 943159860 · The Helsing Group, Inc. PY 2023 · ESOP

The Helsing Group Employee Stock Ownership Plan · $7M · 43 · 51st

  • 5500 $7M
  • ASSETS 43
  • PCT 51st
  • EIN ESOP
  • RANK near Brookline Bancorp, Inc Employee Stock Ownership Plan
  • PHOTO ind #3249

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 What is an ESOP? → · Plans in California →

The Helsing Group Employee Stock Ownership Plan in the asset neighbourhood

E80 Holdings, Inc. Employee Stock Ownership PlanE80 Holdings, Inc. Employee …$7MThe Helsing Group Employee Stock Ownership PlanThe Helsing Group Employee S…$7MBrookline Bancorp, Inc Employee Stock Ownership PlanBrookline Bancorp, Inc Emplo…$7MFirst Federal Bank of Wisconsin Employee Stock Ownership PlanFirst Federal Bank of Wiscon…$7MLake Foods, Inc. Employee Stock Ownership PlanLake Foods, Inc. Employee St…$7M
End-of-year total assets ($M) among The Helsing Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Helsing Group, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All The Helsing Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 9.566753118083978% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M 202220232024 $7.65M $6.92M ▼ -9.5%
Year Plans Participants Total Assets
2022 1 47 $8M
2023 1 43 $7M
2024 1 42 $7M

2023 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$5M
Net Income-$548K
Employer EIN943159860
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Helsing Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants The Helsing Group Employee Stock Ownership Plan, Total assets ($B): 0.007003516 · Participants: 43The Helsing Group Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
The Helsing Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare The Helsing Group Employee Stock Ownership Plan side-by-side with 3 peers →

The Helsing Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Brookline Bancorp, Inc Employee Stock Ownership Plan in MA ($7M); by covered participants it is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Helsing Group Employee Stock Ownership Plan assets move in 2023? ▼
The Helsing Group Employee Stock Ownership Plan pulled back noticeably - down 8.5% during 2023, from $8M to $7M. Reported net income was -$548K.
How have The Helsing Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Helsing Group, Inc.'s sponsor-wide assets declined 9.6%, from $8M to $7M.
Which ESOP plans are similar in size to The Helsing Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Brookline Bancorp, Inc Employee Stock Ownership Plan in MA ($7M, 714 participants).
Which ESOP plans cover a similar participant headcount to The Helsing Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 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 943159860.

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.