ESOP · DOL Form 5500 · 2023

Helicopters, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
161
Participants Small participant base
71st
Percentile by assets National rank
$113,331
Avg per participant Below avg balance/head
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Official DOL plan name: Helicopters, Inc. Employee Stock Ownership Plan · Sponsored by Helicopters, Inc. · Illinois · Transportation & Warehousing

$18M in assets, 161 participants

Helicopters, Inc.'s Helicopters, Inc. Employee Stock Ownership Plan reported $18M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,386 in Transportation & Warehousing (3,362 peers)

Coverage in Illinois

Helicopters, Inc. Employee Stock Ownership Plan covers 161 participants in Illinois, about 21% of the average Illinois filer (state average ~779 per filing). Assets: $18M.

#2,386
in Transportation & Warehousing (3,362 peers)
+34.2%
assets growth YoY

Helicopters, Inc. Employee Stock Ownership Plan's outsized position by total assets

Helicopters, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$18,246,318 Top 29% higher than 71% 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

Helicopters, Inc. Employee Stock Ownership 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. Helicopters, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helicopters, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Helicopters, Inc. Employee Stock Ownership Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Helicopters, Inc. Employee Stock Ownership Plan reported participants fell from 166 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 431252563 · Helicopters, Inc. PY 2023 · ESOP

Helicopters, Inc. Employee Stock Ownership Plan · $18M · 161 · 71st

  • TYPE $18M
  • TYPE 161
  • TYPE 71st
  • TYPE ESOP
  • TYPE near Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan and Trust
  • TYPE ind #2386

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 Illinois →

Helicopters, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bliffert Lumber & Fuel Co. Employee Stock Ownership PlanBliffert Lumber & Fuel Co. E…$18MImagine One Technology & Management, Ltd. Employee Stock Ownership Plan and TrustImagine One Technology & Man…$18MHelicopters, Inc. Employee Stock Ownership PlanHelicopters, Inc. Employee S…$18MHop-a-Jet Worldwide Jet Charter Employee Stock Ownership PlanHop-a-Jet Worldwide Jet Char…$18MFinancial Statement Services, Inc. Employee Stock Ownership Plan and TrustFinancial Statement Services…$18M
End-of-year total assets ($M) among Helicopters, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)-$11M
Net Income$6M
Employer EIN431252563
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helicopters, Inc.)

Sponsor-wide plan assets over time

All Helicopters, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 37.788460981529% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.4M $30.9M ▲ +37.8%
Year Plans Participants Total Assets
2022 2 401 $22M
2023 2 404 $29M
2024 2 406 $31M

Nearby ESOP Plans in Illinois

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

Helicopters, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Helicopters, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.018246318 · Participants: 161Helicopters, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Helicopters, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Helicopters, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Helicopters, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan and Trust in MD ($18M); by covered participants it is Loureiro Engineering Associates, Inc. Employee Stock Ownership Plan in CT (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Helicopters, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Helicopters, Inc. Employee Stock Ownership Plan surged - up 34.2% during 2023, from $14M to $18M. Reported net income was $6M.
How have Helicopters, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helicopters, Inc.'s sponsor-wide assets grew 37.8%, from $22M to $31M.
Which ESOP plans are similar in size to Helicopters, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan and Trust in MD ($18M, 224 participants).
Which ESOP plans cover a similar participant headcount to Helicopters, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Loureiro Engineering Associates, Inc. Employee Stock Ownership Plan in CT (161 participants, $21M 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 431252563.

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.