ESOP · DOL Form 5500 · 2023

Helix Environmental Planning, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
183
Participants Below avg headcount
53rd
Percentile by assets National rank
$42,217
Avg per participant Low balance/head
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Official DOL plan name: Helix Environmental Planning, Inc. Employee Stock Ownership Plan · Sponsored by Helix Environmental Planning, Inc. · California · Professional & Technical Services

$8M in assets, 183 participants

Helix Environmental Planning, Inc.'s Helix Environmental Planning, Inc. Employee Stock Ownership Plan reported $8M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,456 in Professional & Technical Services (20,321 peers)

Coverage in California

Helix Environmental Planning, Inc. Employee Stock Ownership Plan covers 183 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $8M.

#10,456
in Professional & Technical Services (20,321 peers)
+3.8%
assets growth YoY

Helix Environmental Planning, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Helix Environmental Planning, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,725,637 Top 47% higher than 53% 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 Environmental Planning, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helix Environmental Planning, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helix Environmental Planning, Inc. Employee Stock Ownership Plan reported net income rose from -$283K in the plan year 2022 filing to $477K in the plan year 2023 filing.
  • Helix Environmental Planning, Inc. Employee Stock Ownership Plan reported participants rose from 167 in the plan year 2022 filing to 183 in the plan year 2023 filing.
  • Helix Environmental Planning, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330493636 · Helix Environmental Planning, Inc. PY 2023 · ESOP

Helix Environmental Planning, Inc. Employee Stock Ownership Plan · $8M · 183 · 53rd

  • RANK $8M
  • PHOTO 183
  • IND 53rd
  • EOY ESOP
  • 5500 near Ground Engineering Consultants, Inc. Employee Stock Ownership Plan
  • ASSETS ind #10456

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 What is an ESOP? → · Plans in California →

Helix Environmental Planning, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Helix Environmental Planning, Inc. Employee Stock Ownership PlanHelix Environmental Planning…$8MGround Engineering Consultants, Inc. Employee Stock Ownership PlanGround Engineering Consultan…$8MHowell Laboratories, Inc. Employee Stock Ownership PlanHowell Laboratories, Inc. Em…$8MCommodity Control Corporation Employee Stock Ownership PlanCommodity Control Corporatio…$8MSun Electric, Inc. Profit Sharing and Retirement PlanSun Electric, Inc. Profit Sh…$8M
End-of-year total assets ($M) among Helix Environmental Planning, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$477K
Employer EIN330493636
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helix Environmental Planning, Inc.)

Sponsor-wide plan assets over time

All Helix Environmental Planning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 45.519505857209765% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.2M $27.9M ▲ +45.5%
Year Plans Participants Total Assets
2022 2 354 $19M
2023 2 387 $23M
2024 2 431 $28M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Helix Environmental Planning, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Helix Environmental Planning, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007725637 · Participants: 183Helix Environmental Planning, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Helix Environmental Planning, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Helix Environmental Planning, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Helix Environmental Planning, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Ground Engineering Consultants, Inc. Employee Stock Ownership Plan in CO ($8M); by covered participants it is Kennie's Markets, Inc. Employee Stock Ownership Plan in PA (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Helix Environmental Planning, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Helix Environmental Planning, Inc. Employee Stock Ownership Plan edged up modestly - up 3.8% during 2023, from $7M to $8M. Reported net income was $477K.
How have Helix Environmental Planning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helix Environmental Planning, Inc.'s sponsor-wide assets grew 45.5%, from $19M to $28M.
Which ESOP plans are similar in size to Helix Environmental Planning, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ground Engineering Consultants, Inc. Employee Stock Ownership Plan in CO ($8M, 147 participants).
Which ESOP plans cover a similar participant headcount to Helix Environmental Planning, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Kennie's Markets, Inc. Employee Stock Ownership Plan in PA (183 participants, $20M 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 330493636.

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.