401(k) · DOL Form 5500 · 2023

Helzberg Diamond Shops LLC 401(k) Plan

Data updated 2026-08-11

$126M
Total assets
1,991
Participants
93rd
Percentile by assets
$63,135
Avg per participant
PlainRetire home → About this data

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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$126M
total plan assets (2023 EOY)
1,991
covered participants
93rd
percentile by assets (of 127,072 plans)
$63,135
avg assets per participant

Where Helzberg Diamonds Savings Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Missouri
Industry
Retail Trade

Participants vs Missouri filers

In Missouri, the average filing covers about 737 participants across 2,297 plans. Helzberg Diamonds Savings Plan reports 1,991 participants - 2.7x that state average ($126M EOY assets).

Missouri filing particulars

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$126M
Net Income$11M
Employer EIN440553741
Plan Effective Date1992-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helzberg Diamond Shops LLC)

$110M$120M$130M$140M 202220232024 $115M $135M ▲ +17.3%
Total plan assets by year, all Helzberg Diamond Shops LLC plans on file
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.

Helzberg Diamonds Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Helzberg Diamonds Sa…, Total assets ($B): 0.125701233 · Participants: 1991Helzberg Diamonds Sa…Edward D. Jones & Co…, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co…Bayer Corporation Sa…, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Sa…Enterprise Holdings …, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings …Centene Management C…, Total assets ($B): 4.047068199 · Participants: 53822Centene Management C…Emerson Electric Com…, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Com…
Helzberg Diamonds Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Helzberg Diamonds Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Helzberg Diamonds Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Helzberg Diamonds Savings Plan assets move in 2023? ▼
Helzberg Diamonds Savings Plan grew at a solid clip - up 9.2% during 2023, from $115M to $126M. Reported net income was $11M.
How have Helzberg Diamond Shops LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helzberg Diamond Shops LLC's sponsor-wide assets grew 17.3%, from $115M to $135M.
Where does Helzberg Diamonds Savings Plan rank by assets among Form 5500 filers? ▼
Helzberg Diamonds Savings Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Helzberg Diamonds Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nibco Inc. Profit Sharing & 401(k) Savings Plan in IN ($126M, 1,526 participants).

Next read for Helzberg Diamonds Savings Plan

Filing takeaways

Ways to act on Helzberg Diamonds Savings Plan's numbers.

  • By total assets, Helzberg Diamonds Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
  • Helzberg Diamond Shops LLC's sponsor-wide assets have grown 17.3% since 2022 across 3 plan years on file. More Retail Trade plans

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 440553741.

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.