401(k) · DOL Form 5500 · 2023

Helfman Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
474
Participants Below avg headcount
76th
Percentile by assets National rank
$51,304
Avg per participant Low balance/head
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Official DOL plan name: Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Helfman Enterprises, Inc. · Texas · Retail Trade

$24M in assets, 474 participants

Helfman Enterprises, Inc.'s Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust reported $24M in total assets and 474 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #7,171 in Retail Trade (8,414 peers)

Where Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust sits by assets

Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $24M for 474 participants (~$51,304/participant), up 27.0% in 2023.

#7,171
in Retail Trade (8,414 peers)
+27.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$24,318,255 Top 24% higher than 76% 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

Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust 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. Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (474 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $19M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 460 in the plan year 2022 filing to 474 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 742200964 · Helfman Enterprises, Inc. PY 2023 · 401(k)

Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust · $24M · 474 · 76th

  • 5500 $24M
  • ASSETS 474
  • PCT 76th
  • EIN 401(k)
  • RANK near St Engineering Leeboy 401(k) Retirement Savings Plan
  • PHOTO ind #7171

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 Retail Trade retirement plans → · Plans in Texas →

Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & TrustHelfman Enterprises, Inc. 40…$24MSt Engineering Leeboy 401(k) Retirement Savings PlanSt Engineering Leeboy 401(k)…$24MMidlands Orthopaedics and Neurosurgery, PA Retirement PlanMidlands Orthopaedics and Ne…$24MCrisis24, Inc. 401(k) Profit Sharing PlanCrisis24, Inc. 401(k) Profit…$24MThe Plexus Groupe LLC 401(k) Profit Sharing PlanThe Plexus Groupe LLC 401(k)…$24M
End-of-year total assets ($M) among Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$24M
Net Income$5M
Employer EIN742200964
Plan Effective Date1993-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helfman Enterprises, Inc.)

Sponsor-wide plan assets over time

All Helfman Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 43.75928758284649% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.1M $27.5M ▲ +43.8%
Year Plans Participants Total Assets
2022 1 460 $19M
2023 1 474 $24M
2024 1 492 $28M

Nearby 401(k) Plans in Texas

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

Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.024318255 · Participants: 474Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is St Engineering Leeboy 401(k) Retirement Savings Plan in NC ($24M); by covered participants it is Ridgeview Operations 401(k) Plan in NY (474 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (474 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 Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 27.0% during 2023, from $19M to $24M. Reported net income was $5M.
How have Helfman Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helfman Enterprises, Inc.'s sponsor-wide assets grew 43.8%, from $19M to $28M.
Where does Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is St Engineering Leeboy 401(k) Retirement Savings Plan in NC ($24M, 340 participants).
Which 401(k) plans cover a similar participant headcount to Helfman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ridgeview Operations 401(k) Plan in NY (474 participants, $148K 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 742200964.

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.