401(k) · DOL Form 5500 · 2023
Helzberg Diamond Shops LLC 401(k) Plan
Data updated 2026-08-25
- $126M
- Total assets Near avg plan size
- 1,991
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $63,135
- Avg per participant Low balance/head
Official DOL plan name: Helzberg Diamonds Savings Plan · Sponsored by Helzberg Diamond Shops LLC · Missouri · Retail Trade
$126M in assets, 1,991 participants
Helzberg Diamond Shops LLC's Helzberg Diamonds Savings Plan reported $126M in total assets and 1,991 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,062 in Retail Trade (8,414 peers)
Coverage in Missouri
Helzberg Diamonds Savings Plan covers 1,991 participants in Missouri, 2.7x the typical Missouri plan (state average ~737 per filing). Assets: $126M.
- #8,062
- in Retail Trade (8,414 peers)
- +9.2%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Helzberg Diamonds Savings Plan's outsized position by total assets
Helzberg Diamonds Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$125,701,233 Top 7% higher than 93% 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
Helzberg Diamonds Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helzberg Diamonds Savings Plan lands in the large band (1,991 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Helzberg Diamonds Savings Plan reported net income rose from -$25M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Helzberg Diamonds Savings Plan end-of-year assets rose from $115M in the plan year 2022 filing to $126M in the plan year 2023 filing.
- Helzberg Diamonds Savings Plan reported participants fell from 2,029 in the plan year 2022 filing to 1,991 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 440553741 · Helzberg Diamond Shops LLC PY 2023 · 401(k)
Helzberg Diamonds Savings Plan · $126M · 1,991 · 93rd
- TYPE $126M
- NET 1,991
- BOOK 93rd
- VS-ST 401(k)
- BOY near Nibco Inc. Profit Sharing & 401(k) Savings Plan
- SCH ind #8062
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 Retail Trade retirement plans → · Plans in Missouri →
Helzberg Diamonds Savings Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $126M |
| Net Income | $11M |
| Employer EIN | 440553741 |
| Plan Effective Date | 1992-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Helzberg Diamond Shops LLC)
Sponsor-wide plan assets over time
All Helzberg Diamond Shops LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $135M 17.274420057843198% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,029 | $115M |
| 2023 | 1 | 1,991 | $126M |
| 2024 | 1 | 1,960 | $135M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Helzberg Diamonds Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Nibco Inc. Profit Sharing & 401(k) Savings Plan in IN ($126M); by covered participants it is Tucson Electric Power Company 401(k) in AZ (1,991 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($126M here).
- Nibco Inc. Profit Sharing & 401(k) Savings Plan (IN) $126M · 1,526
- Nutter, Mcclennen & Fish, LLP 401(k) Savings and Profit Sharing Plan (MA) $126M · 252
- Ngmeo Profit Sharing Plan (IA) $126M · 140
- Toyota of Orange 401(k) Plan and Trust (CA) $126M · 1,784
Similar participant headcount
Nearest other-state filings by covered participants (1,991 participants); asset peers above are excluded.
- Tucson Electric Power Company 401(k) (AZ) 1,991 · 0 off
- Primerica Savings & Investment Plan (GA) 1,991 · 0 off
- Cmg Financial Services 401(k) Plan (CA) 1,990 · 1 off
- US Skilledserve Facilities 401(k) Plan (CA) 1,990 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.