401(k) · DOL Form 5500 · 2023
Helmer Scientific LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 807
- Participants Near avg headcount
- 39th
- Percentile by assets National rank
- $4,691
- Avg per participant Low balance/head
Official DOL plan name: Helmer Scientific LLC 401(k) Plan · Sponsored by Helmer Scientific LLC · Indiana · Manufacturing
$4M in assets, 807 participants
Helmer Scientific LLC's Helmer Scientific LLC 401(k) Plan reported $4M in total assets and 807 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #4,220 in Manufacturing (18,722 peers)
Helmer Scientific LLC multi-year trail
Helmer Scientific LLC's plans moved -88.0% in assets from 2022 to 2024; this filing shows Helmer Scientific LLC 401(k) Plan at $4M / 807 participants.
- #4,220
- in Manufacturing (18,722 peers)
- -80.0%
- assets change YoY
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Helmer Scientific LLC 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
Helmer Scientific LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,785,805 39th percentile higher than 39% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Helmer Scientific LLC 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. Helmer Scientific LLC 401(k) Plan sits mid-pack in the medium band (807 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Helmer Scientific LLC 401(k) Plan reported net income fell from -$2M in the plan year 2022 filing to -$15M in the plan year 2023 filing.
- Helmer Scientific LLC 401(k) Plan end-of-year assets fell from $19M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Helmer Scientific LLC 401(k) Plan reported participants rose from 632 in the plan year 2022 filing to 807 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 411432277 · Helmer Scientific LLC PY 2023 · 401(k)
Helmer Scientific LLC 401(k) Plan · $4M · 807 · 39th
- BOOK $4M
- VS-ST 807
- BOY 39th
- SCH 401(k)
- EBSA near Macdonald Financial Services 401(k) Plan
- PART ind #4220
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 Indiana →
Helmer Scientific LLC 401(k) Plan in the asset neighbourhood
Helmer Scientific LLC multi-year asset trail
Sponsor-wide plan assets over time
All Helmer Scientific LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 87.95229210208805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 632 | $19M |
| 2023 | 1 | 807 | $4M |
| 2024 | 1 | N/A | $2M |
Helmer Scientific LLC filing trail (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$15M |
| Employer EIN | 411432277 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Helmer Scientific LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Macdonald Financial Services 401(k) Plan in CO ($4M); by covered participants it is Merit Energy Company Savings Trust in TX (807 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Macdonald Financial Services 401(k) Plan (CO) $4M · 8
- Vista Prairie Communities Retirement Plan (MN) $4M · 313
- Alpena Agency 401(k) Plan (MI) $4M · 32
- Gcr, Inc. 401(k) Plan (NC) $4M · 237
Similar participant headcount
Nearest other-state filings by covered participants (807 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.