401(k) · DOL Form 5500 · 2023

Helms Performance Group, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
36
Participants Small participant base
45th
Percentile by assets National rank
$141,969
Avg per participant Near avg balance/head
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Official DOL plan name: Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan · Sponsored by Helms Performance Group, Inc. · Illinois · Wholesale Trade

$5M in assets, 36 participants

Helms Performance Group, Inc.'s Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan reported $5M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,148 in Wholesale Trade (6,309 peers)

Helms Performance Group, Inc. multi-year trail

Helms Performance Group, Inc.'s plans moved +36.8% in assets from 2022 to 2024; this filing shows Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan at $5M / 36 participants.

#2,148
in Wholesale Trade (6,309 peers)
+16.6%
assets growth YoY

Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$5,110,900 45th percentile higher than 45% 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

Helms Performance Group, Inc. Employee 401(k) and Profit Sharing 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. Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $727K in the plan year 2023 filing.
  • Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan reported participants fell from 37 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 362647380 · Helms Performance Group, Inc. PY 2023 · 401(k)

Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan · $5M · 36 · 45th

  • VS-ST $5M
  • VS-ST 36
  • VS-ST 45th
  • VS-ST 401(k)
  • VS-ST near Improved Petroleum Recovery, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #2148

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 Wholesale Trade retirement plans → · Plans in Illinois →

Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan in the asset neighbourhood

Helms Performance Group, Inc. Employee 401(k) and Profit Sharing PlanHelms Performance Group, Inc…$5MImproved Petroleum Recovery, Inc. 401(k) Profit Sharing PlanImproved Petroleum Recovery,…$5MVisiting Nurse Association of Southeast Missouri Profit Sharing PlanVisiting Nurse Association o…$5ML C Manufacturing, LLC Employees Savings TrustL C Manufacturing, LLC Emplo…$5MOcs, Incorporated Retirement PlanOcs, Incorporated Retirement…$5M
End-of-year total assets ($M) among Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Helms Performance Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Helms Performance Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 36.80435151047606% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.38M $6M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 37 $4M
2023 1 36 $5M
2024 1 40 $6M

Helms Performance Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$727K
Employer EIN362647380
Plan Effective Date1990-01-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan, Total assets ($B): 0.0051109 · Participants: 36Helms Performance Group, Inc. Employee 401(k) and Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Improved Petroleum Recovery, Inc. 401(k) Profit Sharing Plan in TX ($5M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan assets move in 2023? ▼
Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan grew sharply - up 16.6% during 2023, from $4M to $5M. Reported net income was $727K.
How have Helms Performance Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helms Performance Group, Inc.'s sponsor-wide assets grew 36.8%, from $4M to $6M.
Which 401(k) plans are similar in size to Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Improved Petroleum Recovery, Inc. 401(k) Profit Sharing Plan in TX ($5M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btx Technologies, Inc. 401(k) Plan in NY (36 participants, N/A 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 362647380.

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.