401(k) · DOL Form 5500 · 2023

Self-Help Services Corporation 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
298
Participants Below avg headcount
89th
Percentile by assets National rank
$253,214
Avg per participant Above avg balance/head
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Official DOL plan name: 403(b) Plan for Self-Help Services Corporation · Sponsored by Self-Help Services Corporation · North Carolina · Finance & Insurance

$75M in assets, 298 participants

Self-Help Services Corporation's 403(b) Plan for Self-Help Services Corporation reported $75M in total assets and 298 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,389 in Finance & Insurance (8,869 peers)

Coverage in North Carolina

403(b) Plan for Self-Help Services Corporation covers 298 participants in North Carolina, about 36% of the average North Carolina filer (state average ~819 per filing). Assets: $75M.

#7,389
in Finance & Insurance (8,869 peers)
+15.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

403(b) Plan for Self-Help Services Corporation's outsized position by total assets

403(b) Plan for Self-Help Services Corporation vs every filed plan by assets

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

$75,457,780 Top 11% higher than 89% 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

403(b) Plan for Self-Help Services Corporation 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. 403(b) Plan for Self-Help Services Corporation sits mid-pack in the medium band (298 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Plan for Self-Help Services Corporation reported net income rose from -$12M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • 403(b) Plan for Self-Help Services Corporation end-of-year assets rose from $65M in the plan year 2022 filing to $75M in the plan year 2023 filing.
  • 403(b) Plan for Self-Help Services Corporation reported participants fell from 319 in the plan year 2022 filing to 298 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561849615 · Self-Help Services Corporation PY 2023 · 401(k)

403(b) Plan for Self-Help Services Corporation · $75M · 298 · 89th

  • EBSA $75M
  • PART 298
  • TYPE 89th
  • NET 401(k)
  • BOOK near Monro, Inc. 401(k) Plan
  • VS-ST ind #7389

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 Finance & Insurance retirement plans → · Plans in North Carolina →

403(b) Plan for Self-Help Services Corporation in the asset neighbourhood

Union Home Mortgage Corporation 401(k) PlanUnion Home Mortgage Corporat…$75MEncore Electric, Inc. 401(k) PlanEncore Electric, Inc. 401(k)…$75M403(b) Plan for Self-Help Services Corporation403(b) Plan for Self-Help Se…$75MMonro, Inc. 401(k) Plan$75MWhitcraft LLC 401(k) Plan$75M
End-of-year total assets ($M) among 403(b) Plan for Self-Help Services Corporation and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$75M
Net Income$10M
Employer EIN561849615
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Self-Help Services Corporation)

Sponsor-wide plan assets over time

All Self-Help Services Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$136M 38.099054317601% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $98.7M $136M ▲ +38.1%
Year Plans Participants Total Assets
2022 2 894 $99M
2023 2 931 $118M
2024 2 895 $136M

Nearby 401(k) Plans in North Carolina

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

403(b) Plan for Self-Help Services Corporation vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants 403(b) Plan for Self-Help Services Corporation, Total assets ($B): 0.07545778 · Participants: 298403(b) Plan for Self-Help Services CorporationThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
403(b) Plan for Self-Help Services Corporation vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare 403(b) Plan for Self-Help Services Corporation side-by-side with 3 peers →

403(b) Plan for Self-Help Services Corporation's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Monro, Inc. 401(k) Plan in NY ($75M); by covered participants it is Silvertip Completion Services in TX (298 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($75M here).

Similar participant headcount

Nearest other-state filings by covered participants (298 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 403(b) Plan for Self-Help Services Corporation assets move in 2023? ▼
403(b) Plan for Self-Help Services Corporation grew sharply - up 15.4% during 2023, from $65M to $75M. Reported net income was $10M.
How have Self-Help Services Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Self-Help Services Corporation's sponsor-wide assets grew 38.1%, from $99M to $136M.
Where does 403(b) Plan for Self-Help Services Corporation rank by assets among Form 5500 filers? ▼
403(b) Plan for Self-Help Services Corporation ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to 403(b) Plan for Self-Help Services Corporation? ▼
Among 401(k) plans in other states, the closest by assets is Monro, Inc. 401(k) Plan in NY ($75M, 8,479 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Plan for Self-Help Services Corporation? ▼
Among 401(k) plans in other states, the closest by covered participants is Silvertip Completion Services in TX (298 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 561849615.

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.