401(k) · DOL Form 5500 · 2023

Helix Operating Company LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
70
Participants Small participant base
49th
Percentile by assets National rank
$91,451
Avg per participant Below avg balance/head
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Official DOL plan name: Helix Operating Company LLC Employees' Profit Sharing Plan and Trust · Sponsored by Helix Operating Company LLC · Ohio · Manufacturing

$6M in assets, 70 participants

Helix Operating Company LLC's Helix Operating Company LLC Employees' Profit Sharing Plan and Trust reported $6M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #6,187 in Manufacturing (18,722 peers)

What the 2023 filing shows

Helix Operating Company LLC Employees' Profit Sharing Plan and Trust holds $6M for 70 participants - about $91,451 per participant, in the lower half of filed plans by assets.

#6,187
in Manufacturing (18,722 peers)
+0.1%
assets growth YoY

Helix Operating Company LLC Employees' Profit Sharing Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Helix Operating Company LLC Employees' Profit Sharing Plan and Trust vs every filed plan by assets

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

$6,401,589 49th percentile higher than 49% 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

Helix Operating Company LLC Employees' Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helix Operating Company LLC Employees' Profit Sharing Plan and Trust is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helix Operating Company LLC Employees' Profit Sharing Plan and Trust reported net income rose from -$12M in the plan year 2022 filing to $10K in the plan year 2023 filing.
  • Helix Operating Company LLC Employees' Profit Sharing Plan and Trust reported participants fell from 247 in the plan year 2022 filing to 70 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 611789812 · Helix Operating Company LLC PY 2023 · 401(k)

Helix Operating Company LLC Employees' Profit Sharing Plan and Trust · $6M · 70 · 49th

  • VS-ST $6M
  • BOY 70
  • SCH 49th
  • EBSA 401(k)
  • PART near The Burr Brothers Boats, Inc. 401(k) & Profit Sharing Plan
  • TYPE ind #6187

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 Manufacturing retirement plans → · Plans in Ohio →

Helix Operating Company LLC Employees' Profit Sharing Plan and Trust in the asset neighbourhood

Helix Operating Company LLC Employees' Profit Sharing Plan and TrustHelix Operating Company LLC …$6MThe Burr Brothers Boats, Inc. 401(k) & Profit Sharing PlanThe Burr Brothers Boats, Inc…$6MGargiulo, Inc. Savings and Investment PlanGargiulo, Inc. Savings and I…$6MAtascadero Mutual Water Company 401(k) PlanAtascadero Mutual Water Comp…$6MGeographic Expeditions 401(k) PlanGeographic Expeditions 401(k…$6M
End-of-year total assets ($M) among Helix Operating Company LLC Employees' Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$10K
Employer EIN611789812
Plan Effective Date1971-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helix Operating Company LLC)

Sponsor-wide plan assets over time

All Helix Operating Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 3.9403428614695173% vs 2022
2024 filing year
$6.3M$6.4M$6.5M$6.6M$6.7M 202220232024 $6.39M $6.64M ▲ +3.9%
Year Plans Participants Total Assets
2022 1 247 $6M
2023 1 70 $6M
2024 1 74 $7M

Nearby 401(k) Plans in Ohio

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

Helix Operating Company LLC Employees' Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Helix Operating Company LLC Employees' Profit Sharing Plan and Trust, Total assets ($B): 0.006401589 · Participants: 70Helix Operating Company LLC Employees' Profit Sharing Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Helix Operating Company LLC Employees' Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants

Helix Operating Company LLC Employees' Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is The Burr Brothers Boats, Inc. 401(k) & Profit Sharing Plan in MA ($6M); by covered participants it is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants). Same-state nearby plans are listed separately above.

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 Helix Operating Company LLC Employees' Profit Sharing Plan and Trust assets move in 2023?
Helix Operating Company LLC Employees' Profit Sharing Plan and Trust held essentially flat - up 0.1% during 2023, from $6M to $6M. Reported net income was $10K.
How have Helix Operating Company LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Helix Operating Company LLC's sponsor-wide assets grew 3.9%, from $6M to $7M.
Which 401(k) plans are similar in size to Helix Operating Company LLC Employees' Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is The Burr Brothers Boats, Inc. 401(k) & Profit Sharing Plan in MA ($6M, 44 participants).
Which 401(k) plans cover a similar participant headcount to Helix Operating Company LLC Employees' Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants, $6M in assets).