401(k) · DOL Form 5500 · 2023

Heliocampus, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 108
Participants Small participant base: 57th
Percentile by assets National rank: $86,841
Avg per participant Below avg balance/head

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Official DOL plan name: Heliocampus 401(k) Plan · Sponsored by Heliocampus, Inc. · Maryland · Professional & Technical Services

$9M in assets, 108 participants

Heliocampus, Inc.'s Heliocampus 401(k) Plan reported $9M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

#11,311 in Professional & Technical Services (20,321 peers)

Coverage in Maryland

Heliocampus 401(k) Plan covers 108 participants in Maryland, about 12% of the average Maryland filer (state average ~929 per filing). Assets: $9M.

#11,311
in Professional & Technical Services (20,321 peers): +40.6%
assets growth YoY

Heliocampus 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Heliocampus 401(k) Plan vs every filed plan by assets

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

$9,378,789 Top 43% higher than 57% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Heliocampus 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. Heliocampus 401(k) Plan sits mid-pack in the medium band (108 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Heliocampus 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Heliocampus 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Heliocampus 401(k) Plan reported participants rose from 102 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 475197643 · Heliocampus, Inc. PY 2023 · 401(k)

Heliocampus 401(k) Plan · $9M · 108 · 57th

PART $9M
TYPE 108
NET 57th
BOOK 401(k)
VS-ST near Vba Defined Contribution Plan for Bank of Botetourt
BOY ind #11311

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 Maryland →

End-of-year total assets ($M) among Heliocampus 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$9M
Net Income	$3M
Employer EIN	475197643
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Heliocampus, Inc.)

Latest sponsor-wide plan assets: $10M 54.41620258812495% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	102	$7M
2023	1	108	$9M
2024	1	117	$10M

Nearby 401(k) Plans in Maryland

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

Heliocampus 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
Marriott Retirement Savings Plan $10.2B · 96,415
T. Rowe Price U.S. Retirement Program $4.4B · 6,292
Nfl Player Second Career Savings Plan $4.0B · 2,767
Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121

Compare Heliocampus 401(k) Plan side-by-side with 3 peers →

Heliocampus 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Vba Defined Contribution Plan for Bank of Botetourt in VA ($9M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Vba Defined Contribution Plan for Bank of Botetourt (VA) $9M · 120
Service by Medallion 401(k) & Retirement Plan (CA) $9M · 112
Upstate Farms Dairy, LLC Retirement Plan (NY) $9M · 212
Tech Wizards 401(k) Profit Sharing Plan (VA) $9M · 163

Similar participant headcount

Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.

Winstar Farm 401(k) Plan (KY) 108 · 0 off
University Athletic Association 403b Plan (FL) 108 · 0 off
Wayne Densch, Inc. 401(k) Plan (FL) 108 · 0 off
Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust (WA) 108 · 0 off

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 Heliocampus 401(k) Plan assets move in 2023? ▼

Heliocampus 401(k) Plan surged - up 40.6% during 2023, from $7M to $9M. Reported net income was $3M.

How have Heliocampus, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Heliocampus, Inc.'s sponsor-wide assets grew 54.4%, from $7M to $10M.

Which 401(k) plans are similar in size to Heliocampus 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Vba Defined Contribution Plan for Bank of Botetourt in VA ($9M, 120 participants).

Which 401(k) plans cover a similar participant headcount to Heliocampus 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 475197643.