ESOP · DOL Form 5500 · 2023
Helicopters, Inc. ESOP
Data updated 2026-08-11
- $18M
- Total assets
- 161
- Participants
- 71st
- Percentile by assets
- $113,331
- Avg per participant
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.
- 71st percentile by assets (of 127,072 plans)
- #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.
- $18M
- total plan assets (2023 EOY)
- 161
- covered participants
- 71st
- percentile by assets (of 127,072 plans)
- $113,331
- avg assets per participant
Where Helicopters, Inc. Employee Stock Ownership Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Helicopters, Inc. Employee Stock Ownership Plan reports 161 participants - about 21% of that state average ($18M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | -$11M |
| Net Income | $6M |
| Employer EIN | 431252563 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Helicopters, Inc.)
| 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
- Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
- Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Helicopters, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan and Trust (MD) $18M · 224
- Hop-a-Jet Worldwide Jet Charter Employee Stock Ownership Plan (FL) $18M · 110
- Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan (WI) $18M · 175
- Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust (CA) $18M · 203
Frequently Asked Questions
How did Helicopters, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
How have Helicopters, Inc. plan assets changed over time? ▼
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Filing takeaways
Ways to act on Helicopters, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Helicopters, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
- Helicopters, Inc.'s sponsor-wide assets have grown 37.8% since 2022 across 3 plan years on file. More Transportation & Warehousing plans