401(k) · DOL Form 5500 · 2023

Helios Quantitative Research, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
14
Participants Small participant base
25th
Percentile by assets National rank
$80,046
Avg per participant Below avg balance/head
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Official DOL plan name: Helios Quantitative Research, LLC 401(k) Plan · Sponsored by Helios Quantitative Research, LLC · California · Professional & Technical Services

$1M in assets, 14 participants

Helios Quantitative Research, LLC's Helios Quantitative Research, LLC 401(k) Plan reported $1M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,049 in Professional & Technical Services (20,321 peers)

Helios Quantitative Research, LLC multi-year trail

Helios Quantitative Research, LLC's plans moved +40.7% in assets from 2023 to 2024; this filing shows Helios Quantitative Research, LLC 401(k) Plan at $1M / 14 participants.

#4,049
in Professional & Technical Services (20,321 peers)
+20.0%
assets growth YoY

Helios Quantitative Research, LLC 401(k) Plan among the smaller filed plans by assets

Helios Quantitative Research, LLC 401(k) Plan vs every filed plan by assets

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

$1,120,638 25th percentile higher than 25% 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

Helios Quantitative Research, LLC 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. Helios Quantitative Research, LLC 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 452649494 · Helios Quantitative Research, LLC PY 2023 · 401(k)

Helios Quantitative Research, LLC 401(k) Plan · $1M · 14 · 25th

  • ASSETS $1M
  • ASSETS 14
  • ASSETS 25th
  • ASSETS 401(k)
  • ASSETS near Suburban School Transportation Co. 401(k) Plan
  • ASSETS ind #4049

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 California →

Helios Quantitative Research, LLC 401(k) Plan in the asset neighbourhood

Helios Quantitative Research, LLC 401(k) PlanHelios Quantitative Research…$1MSuburban School Transportation Co. 401(k) PlanSuburban School Transportati…$1MKrystal Marcus 401(k) Plan$1MWth Enterprises 401(k) Trust$1MArcos Bridge 401(k)$1M
End-of-year total assets ($M) among Helios Quantitative Research, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Helios Quantitative Research, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Helios Quantitative Research, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 40.669957649124875% vs 2023
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 20232024 $1.12M $1.58M ▲ +41.1%
Year Plans Participants Total Assets
2023 1 14 $1M
2024 1 11 $2M

Helios Quantitative Research, LLC filing trail (2023)

Total Assets (Beginning of Year)$934K
Net Assets (End of Year)$1M
Net Income$187K
Employer EIN452649494
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Helios Quantitative Research, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Helios Quantitative Research, LLC 401(k) Plan, Total assets ($B): 0.001120638 · Participants: 14Helios Quantitative Research, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Helios Quantitative Research, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Helios Quantitative Research, LLC 401(k) Plan side-by-side with 3 peers →

Helios Quantitative Research, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Suburban School Transportation Co. 401(k) Plan in OH ($1M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Helios Quantitative Research, LLC 401(k) Plan assets move in 2023? ▼
Helios Quantitative Research, LLC 401(k) Plan grew sharply - up 20.0% during 2023, from $934K to $1M. Reported net income was $187K.
How have Helios Quantitative Research, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Helios Quantitative Research, LLC's sponsor-wide assets grew 40.7%, from $1M to $2M.
Where does Helios Quantitative Research, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Helios Quantitative Research, LLC 401(k) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Helios Quantitative Research, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Suburban School Transportation Co. 401(k) Plan in OH ($1M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Helios Quantitative Research, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (14 participants, $522K 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 452649494.

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.