401(k) · DOL Form 5500 · 2023

Helfrich Bros Boiler Works, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
295
Participants Below avg headcount
54th
Percentile by assets National rank
$27,662
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing Plan · Sponsored by Helfrich Bros Boiler Works, Inc. · Massachusetts · Professional & Technical Services

$8M in assets, 295 participants

Helfrich Bros Boiler Works, Inc.'s Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 295 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,695 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing Plan covers 295 participants in Massachusetts, about 45% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.

#10,695
in Professional & Technical Services (20,321 peers)
+31.6%
assets growth YoY

Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,160,283 Top 46% higher than 54% 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

Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing 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. Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (295 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing Plan reported net income rose from -$685K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing Plan reported participants rose from 273 in the plan year 2022 filing to 295 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042280630 · Helfrich Bros Boiler Works, Inc. PY 2023 · 401(k)

Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing Plan · $8M · 295 · 54th

  • 5500 $8M
  • 5500 295
  • 5500 54th
  • 5500 401(k)
  • 5500 near Washington Outpatient 401(k) Plan
  • 5500 ind #10695

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing PlanHelfrich Bros Boiler Works, …$8MWashington Outpatient 401(k) PlanWashington Outpatient 401(k)…$8MMorgan Buick Gmc Shreveport, Inc. 401(k) PlanMorgan Buick Gmc Shreveport,…$8MLydon Fetterolf Corydon, P.a. Retirement Savings PlanLydon Fetterolf Corydon, P.a…$8MStaley Steel and Bludau Fabrication Retirement PlanStaley Steel and Bludau Fabr…$8M
End-of-year total assets ($M) among Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN042280630
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helfrich Bros Boiler Works, Inc.)

Sponsor-wide plan assets over time

All Helfrich Bros Boiler Works, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 64.43374347503067% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.2M $10.2M ▲ +64.4%
Year Plans Participants Total Assets
2022 1 273 $6M
2023 1 295 $8M
2024 1 428 $10M

Nearby 401(k) Plans in Massachusetts

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

Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.008160283 · Participants: 295Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Washington Outpatient 401(k) Plan in CA ($8M); by covered participants it is Temporary Housing, Inc. 401(k) Profit Sharing Plan in AZ (295 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (295 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 Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing Plan surged - up 31.6% during 2023, from $6M to $8M. Reported net income was $2M.
How have Helfrich Bros Boiler Works, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helfrich Bros Boiler Works, Inc.'s sponsor-wide assets grew 64.4%, from $6M to $10M.
Which 401(k) plans are similar in size to Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Washington Outpatient 401(k) Plan in CA ($8M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Helfrich Bros Boiler Works, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Temporary Housing, Inc. 401(k) Profit Sharing Plan in AZ (295 participants, $6M 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 042280630.

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.