401(k) · DOL Form 5500 · 2023
Self-Help Services Corporation 401(k) Plan
Data updated 2026-08-11
- $75M
- Total assets
- 298
- Participants
- 89th
- Percentile by assets
- $253,214
- Avg per participant
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.
- 89th percentile by assets (of 127,072 plans)
- #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.
- $75M
- total plan assets (2023 EOY)
- 298
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $253,214
- avg assets per participant
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.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. 403(b) Plan for Self-Help Services Corporation reports 298 participants - about 36% of that state average ($75M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | $10M |
| Employer EIN | 561849615 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Self-Help Services Corporation)
| 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
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to 403(b) Plan for Self-Help Services Corporation by total assets, not by location.
- Monro, Inc. 401(k) Plan (NY) $75M · 8,479
- Union Home Mortgage Corporation 401(k) Plan (OH) $75M · 1,210
- Encore Electric, Inc. 401(k) Plan (CO) $75M · 981
- Whitcraft LLC 401(k) Plan (CT) $75M · 1,063
Frequently Asked Questions
How did 403(b) Plan for Self-Help Services Corporation assets move in 2023? ▼
How have Self-Help Services Corporation plan assets changed over time? ▼
Where does 403(b) Plan for Self-Help Services Corporation rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to 403(b) Plan for Self-Help Services Corporation? ▼
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Filing takeaways
Ways to act on 403(b) Plan for Self-Help Services Corporation's numbers.
- By total assets, 403(b) Plan for Self-Help Services Corporation ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Self-Help Services Corporation's sponsor-wide assets have grown 38.1% since 2022 across 3 plan years on file. More Finance & Insurance plans