401(k) · DOL Form 5500 · 2023

Helion Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
95
Participants Small participant base
43rd
Percentile by assets National rank
$48,081
Avg per participant Low balance/head
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Official DOL plan name: Helion Technologies, Inc. 401(k) Plan · Sponsored by Helion Technologies, Inc. · Maryland · Professional & Technical Services

$5M in assets, 95 participants

Helion Technologies, Inc.'s Helion Technologies, Inc. 401(k) Plan reported $5M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,168 in Professional & Technical Services (20,321 peers)

Helion Technologies, Inc. multi-year trail

Helion Technologies, Inc.'s plans moved +70.3% in assets from 2022 to 2024; this filing shows Helion Technologies, Inc. 401(k) Plan at $5M / 95 participants.

#8,168
in Professional & Technical Services (20,321 peers)
+33.3%
assets growth YoY

Helion Technologies, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Helion Technologies, Inc. 401(k) Plan vs every filed plan by assets

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

$4,567,711 43rd percentile higher than 43% 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

Helion Technologies, Inc. 401(k) 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. Helion Technologies, Inc. 401(k) Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helion Technologies, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Helion Technologies, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Helion Technologies, Inc. 401(k) Plan reported participants rose from 93 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 522179042 · Helion Technologies, Inc. PY 2023 · 401(k)

Helion Technologies, Inc. 401(k) Plan · $5M · 95 · 43rd

  • IND $5M
  • IND 95
  • IND 43rd
  • IND 401(k)
  • IND near Capital Results 401(k) Plan
  • IND ind #8168

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 Maryland →

Helion Technologies, Inc. 401(k) Plan in the asset neighbourhood

Helion Technologies, Inc. 401(k) PlanHelion Technologies, Inc. 40…$5MCapital Results 401(k) Plan$5MEclipse Awning Systems, LLC 401(k) Profit Sharing Plan and TrustEclipse Awning Systems, LLC …$5MStaton Holdings, Inc. 401(k) Profit Sharing PlanStaton Holdings, Inc. 401(k)…$5MYamamoto Fb Engineering, Inc. 401 (K) Retirement Savings PlanYamamoto Fb Engineering, Inc…$5M
End-of-year total assets ($M) among Helion Technologies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Helion Technologies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Helion Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 70.2838344038147% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.43M $5.84M ▲ +70.3%
Year Plans Participants Total Assets
2022 1 93 $3M
2023 1 95 $5M
2024 1 123 $6M

Helion Technologies, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN522179042
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Helion Technologies, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Helion Technologies, Inc. 401(k) Plan, Total assets ($B): 0.004567711 · Participants: 95Helion Technologies, Inc. 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Helion Technologies, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Helion Technologies, Inc. 401(k) Plan side-by-side with 3 peers →

Helion Technologies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Capital Results 401(k) Plan in VA ($5M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Helion Technologies, Inc. 401(k) Plan assets move in 2023? ▼
Helion Technologies, Inc. 401(k) Plan surged - up 33.3% during 2023, from $3M to $5M. Reported net income was $1M.
How have Helion Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helion Technologies, Inc.'s sponsor-wide assets grew 70.3%, from $3M to $6M.
Which 401(k) plans are similar in size to Helion Technologies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capital Results 401(k) Plan in VA ($5M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Helion Technologies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants, $3M 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 522179042.

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.