401(k) · DOL Form 5500 · 2023

Helgesen Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
324
Participants Below avg headcount
73rd
Percentile by assets National rank
$62,759
Avg per participant Low balance/head
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Official DOL plan name: Helgesen Industries, Inc. Profit Sharing 401(k) Plan · Sponsored by Helgesen Industries, Inc. · Wisconsin · Manufacturing

$20M in assets, 324 participants

Helgesen Industries, Inc.'s Helgesen Industries, Inc. Profit Sharing 401(k) Plan reported $20M in total assets and 324 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #11,787 in Manufacturing (18,722 peers)

Helgesen Industries, Inc. multi-year trail

Helgesen Industries, Inc.'s plans moved +23.9% in assets from 2022 to 2024; this filing shows Helgesen Industries, Inc. Profit Sharing 401(k) Plan at $20M / 324 participants.

#11,787
in Manufacturing (18,722 peers)
+14.2%
assets growth YoY

Helgesen Industries, Inc. Profit Sharing 401(k) Plan's outsized position by total assets

Helgesen Industries, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$20,333,764 Top 27% higher than 73% 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

Helgesen Industries, Inc. Profit Sharing 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. Helgesen Industries, Inc. Profit Sharing 401(k) Plan sits mid-pack in the medium band (324 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helgesen Industries, Inc. Profit Sharing 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Helgesen Industries, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Helgesen Industries, Inc. Profit Sharing 401(k) Plan reported participants rose from 296 in the plan year 2022 filing to 324 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391271042 · Helgesen Industries, Inc. PY 2023 · 401(k)

Helgesen Industries, Inc. Profit Sharing 401(k) Plan · $20M · 324 · 73rd

  • ASSETS $20M
  • ASSETS 324
  • ASSETS 73rd
  • ASSETS 401(k)
  • ASSETS near Vertin Company 401(k) Profit Sharing Plan
  • ASSETS ind #11787

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 Wisconsin →

Helgesen Industries, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Helgesen Industries, Inc. Profit Sharing 401(k) PlanHelgesen Industries, Inc. Pr…$20MVertin Company 401(k) Profit Sharing PlanVertin Company 401(k) Profit…$20MCornerstone Detention Products, Inc. Retirement Savings PlanCornerstone Detention Produc…$20MMckinley Companies LLC 401(k) Retirement PlanMckinley Companies LLC 401(k…$20MTurtle Wax Retirement Savings PlanTurtle Wax Retirement Saving…$20M
End-of-year total assets ($M) among Helgesen Industries, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Helgesen Industries, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Helgesen Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 23.949620691718305% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.8M $22.1M ▲ +23.9%
Year Plans Participants Total Assets
2022 1 296 $18M
2023 1 324 $20M
2024 1 308 $22M

Helgesen Industries, Inc. filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN391271042
Plan Effective Date1979-11-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Helgesen Industries, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Helgesen Industries, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.020333764 · Participants: 324Helgesen Industries, Inc. Profit Sharing 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Helgesen Industries, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Helgesen Industries, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Vertin Company 401(k) Profit Sharing Plan in MN ($20M); by covered participants it is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (324 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 Helgesen Industries, Inc. Profit Sharing 401(k) Plan assets move in 2023? ▼
Helgesen Industries, Inc. Profit Sharing 401(k) Plan grew at a solid clip - up 14.2% during 2023, from $18M to $20M. Reported net income was $3M.
How have Helgesen Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helgesen Industries, Inc.'s sponsor-wide assets grew 23.9%, from $18M to $22M.
Which 401(k) plans are similar in size to Helgesen Industries, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vertin Company 401(k) Profit Sharing Plan in MN ($20M, 537 participants).
Which 401(k) plans cover a similar participant headcount to Helgesen Industries, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants, $24M 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 391271042.

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.