401(k) · DOL Form 5500 · 2023

The Helper Bees, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
220
Participants Below avg headcount
29th
Percentile by assets National rank
$7,610
Avg per participant Low balance/head
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Official DOL plan name: The Helper Bees 401(k) Plan · Sponsored by The Helper Bees, Inc. · Texas · Healthcare & Social Assistance

$2M in assets, 220 participants

The Helper Bees, Inc.'s The Helper Bees 401(k) Plan reported $2M in total assets and 220 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,623 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

The Helper Bees 401(k) Plan covers 220 participants in Texas, about 32% of the average Texas filer (state average ~688 per filing). Assets: $2M.

#4,623
in Healthcare & Social Assistance (17,684 peers)
+180.0%
assets growth YoY

The Helper Bees 401(k) Plan among the smaller filed plans by assets

The Helper Bees 401(k) Plan vs every filed plan by assets

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

$1,674,299 29th percentile higher than 29% 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

The Helper Bees 401(k) 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. The Helper Bees 401(k) Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Helper Bees 401(k) Plan end-of-year assets rose from $598K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Helper Bees 401(k) Plan reported net income rose from $598K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Helper Bees 401(k) Plan reported participants rose from 204 in the plan year 2022 filing to 220 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 475530219 · The Helper Bees, Inc. PY 2023 · 401(k)

The Helper Bees 401(k) Plan · $2M · 220 · 29th

  • SCH $2M
  • EBSA 220
  • PART 29th
  • TYPE 401(k)
  • NET near Park Pointe Realty, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #4623

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

The Helper Bees 401(k) Plan in the asset neighbourhood

The Helper Bees 401(k) Plan$2MPark Pointe Realty, Inc. 401(k) Profit Sharing PlanPark Pointe Realty, Inc. 401…$2MAlliance, Inc. 403(b) Retirement PlanAlliance, Inc. 403(b) Retire…$2MBenchmark Insurance Management, Inc. 401(k) PlanBenchmark Insurance Manageme…$2MPodium Enterprises, Inc. - Pension Transfer Trust PlanPodium Enterprises, Inc. - P…$2M
End-of-year total assets ($M) among The Helper Bees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$598K
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN475530219
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Helper Bees, Inc.)

Sponsor-wide plan assets over time

All The Helper Bees, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 393.8909263616645% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $0.6M $2.95M ▲ +391.7%
Year Plans Participants Total Assets
2022 1 204 $598K
2023 1 220 $2M
2024 1 191 $3M

Nearby 401(k) Plans in Texas

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

The Helper Bees 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Helper Bees 401(k) Plan, Total assets ($B): 0.001674299 · Participants: 220The Helper Bees 401(k) 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
The Helper Bees 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Helper Bees 401(k) Plan side-by-side with 3 peers →

The Helper Bees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Park Pointe Realty, Inc. 401(k) Profit Sharing Plan in ID ($2M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 The Helper Bees 401(k) Plan assets move in 2023? ▼
The Helper Bees 401(k) Plan surged - up 180.0% during 2023, from $598K to $2M. Reported net income was $1M.
How have The Helper Bees, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Helper Bees, Inc.'s sponsor-wide assets grew 393.9%, from $598K to $3M.
Which 401(k) plans are similar in size to The Helper Bees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Park Pointe Realty, Inc. 401(k) Profit Sharing Plan in ID ($2M, 19 participants).
Which 401(k) plans cover a similar participant headcount to The Helper Bees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (220 participants, $1M 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 475530219.

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.