401(k) · DOL Form 5500 · 2023

Heli-One (U.S.) Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
53
Participants Small participant base
60th
Percentile by assets National rank
$200,075
Avg per participant Above avg balance/head
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Official DOL plan name: Heli-One (U.S.) Inc. and Affiliates Retirement Plan · Sponsored by Heli-One (U.S.) Inc. · Texas · Transportation & Warehousing

$11M in assets, 53 participants

Heli-One (U.S.) Inc.'s Heli-One (U.S.) Inc. and Affiliates Retirement Plan reported $11M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #2,042 in Transportation & Warehousing (3,362 peers)

Heli-One (U.S.) Inc. multi-year trail

Heli-One (U.S.) Inc.'s plans moved +29.7% in assets from 2022 to 2024; this filing shows Heli-One (U.S.) Inc. and Affiliates Retirement Plan at $11M / 53 participants.

#2,042
in Transportation & Warehousing (3,362 peers)
+20.4%
assets growth YoY

Heli-One (U.S.) Inc. and Affiliates Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Heli-One (U.S.) Inc. and Affiliates Retirement Plan vs every filed plan by assets

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

$10,603,961 Top 40% higher than 60% 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

Heli-One (U.S.) Inc. and Affiliates Retirement 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. Heli-One (U.S.) Inc. and Affiliates Retirement Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heli-One (U.S.) Inc. and Affiliates Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Heli-One (U.S.) Inc. and Affiliates Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Heli-One (U.S.) Inc. and Affiliates Retirement Plan reported participants fell from 66 in the plan year 2022 filing to 53 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 841719617 · Heli-One (U.S.) Inc. PY 2023 · 401(k)

Heli-One (U.S.) Inc. and Affiliates Retirement Plan · $11M · 53 · 60th

  • RANK $11M
  • RANK 53
  • RANK 60th
  • RANK 401(k)
  • RANK near Verras Pediatrics, P.C.
  • RANK ind #2042

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Heli-One (U.S.) Inc. and Affiliates Retirement Plan in the asset neighbourhood

Paradyme Management, Inc. Retirement PlanParadyme Management, Inc. Re…$11MTrocaire College 401(k) Retirement Savings PlanTrocaire College 401(k) Reti…$11MHeli-One (U.S.) Inc. and Affiliates Retirement PlanHeli-One (U.S.) Inc. and Aff…$11MVerras Pediatrics, P.C.$11MThe Hearst Corporation & Hiea Employee Savings PlanThe Hearst Corporation & Hie…$11M
End-of-year total assets ($M) among Heli-One (U.S.) Inc. and Affiliates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Heli-One (U.S.) Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heli-One (U.S.) Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 29.652320291359807% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.81M $11.4M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 66 $9M
2023 1 53 $11M
2024 1 49 $11M

Heli-One (U.S.) Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN841719617
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Heli-One (U.S.) Inc. and Affiliates Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Heli-One (U.S.) Inc. and Affiliates Retirement Plan, Total assets ($B): 0.010603961 · Participants: 53Heli-One (U.S.) Inc. and Affiliates Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Heli-One (U.S.) Inc. and Affiliates Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Heli-One (U.S.) Inc. and Affiliates Retirement Plan side-by-side with 3 peers →

Heli-One (U.S.) Inc. and Affiliates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Verras Pediatrics, P.C. in GA ($11M); by covered participants it is Pensando Systems, Inc. 401(k) in CA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Heli-One (U.S.) Inc. and Affiliates Retirement Plan assets move in 2023? ▼
Heli-One (U.S.) Inc. and Affiliates Retirement Plan grew sharply - up 20.4% during 2023, from $9M to $11M. Reported net income was $2M.
How have Heli-One (U.S.) Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heli-One (U.S.) Inc.'s sponsor-wide assets grew 29.7%, from $9M to $11M.
Which 401(k) plans are similar in size to Heli-One (U.S.) Inc. and Affiliates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Verras Pediatrics, P.C. in GA ($11M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Heli-One (U.S.) Inc. and Affiliates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pensando Systems, Inc. 401(k) in CA (53 participants, N/A 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 841719617.

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.