401(k) · DOL Form 5500 · 2023

Self-Help Services Corporation 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
633
Participants Below avg headcount
84th
Percentile by assets National rank
$67,601
Avg per participant Below avg balance/head
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Official DOL plan name: Employee Benefit Plan of Self Help · Sponsored by Self-Help Services Corporation · North Carolina · Finance & Insurance

$43M in assets, 633 participants

Self-Help Services Corporation's Employee Benefit Plan of Self Help reported $43M in total assets and 633 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,670 in Finance & Insurance (8,869 peers)

Where Employee Benefit Plan of Self Help sits by assets

Employee Benefit Plan of Self Help sits in the top quartile of all filed plans by assets, $43M for 633 participants (~$67,601/participant), up 28.5% in 2023.

#6,670
in Finance & Insurance (8,869 peers)
+28.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Employee Benefit Plan of Self Help's outsized position by total assets

Employee Benefit Plan of Self Help vs every filed plan by assets

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

$42,791,729 Top 16% higher than 84% 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

Employee Benefit Plan of Self Help 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. Employee Benefit Plan of Self Help sits mid-pack in the medium band (633 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefit Plan of Self Help reported net income rose from -$1M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Employee Benefit Plan of Self Help end-of-year assets rose from $33M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Employee Benefit Plan of Self Help reported participants rose from 575 in the plan year 2022 filing to 633 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

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

Employee Benefit Plan of Self Help · $43M · 633 · 84th

  • SCH $43M
  • EBSA 633
  • PART 84th
  • TYPE 401(k)
  • NET near Amf Bowling Centers, Inc. 401(k) Retirement Plan
  • BOOK ind #6670

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 →

Employee Benefit Plan of Self Help in the asset neighbourhood

Mariani Enterprises 401(k) Savings PlanMariani Enterprises 401(k) S…$43MEmployee Benefit Plan of Self HelpEmployee Benefit Plan of Sel…$43MAmf Bowling Centers, Inc. 401(k) Retirement PlanAmf Bowling Centers, Inc. 40…$43MRoot Retirement Plan$43MChicago Bulls 401(k) Savings Plan TrustChicago Bulls 401(k) Savings…$43M
End-of-year total assets ($M) among Employee Benefit Plan of Self Help and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$43M
Net Income$9M
Employer EIN561849615
Plan Effective Date2009-12-01
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.

Employee Benefit Plan of Self Help vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Employee Benefit Plan of Self Help, Total assets ($B): 0.042791729 · Participants: 633Employee Benefit Plan of Self HelpThe 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
Employee Benefit Plan of Self Help vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Employee Benefit Plan of Self Help side-by-side with 3 peers →

Employee Benefit Plan of Self Help's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Amf Bowling Centers, Inc. 401(k) Retirement Plan in VA ($43M); by covered participants it is Apptio Retirement Plan in WA (633 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (633 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 Employee Benefit Plan of Self Help assets move in 2023? ▼
Employee Benefit Plan of Self Help grew sharply - up 28.5% during 2023, from $33M to $43M. Reported net income was $9M.
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 Employee Benefit Plan of Self Help rank by assets among Form 5500 filers? ▼
Employee Benefit Plan of Self Help ranks in the 84th 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 Employee Benefit Plan of Self Help? ▼
Among 401(k) plans in other states, the closest by assets is Amf Bowling Centers, Inc. 401(k) Retirement Plan in VA ($43M, 6,977 participants).
Which 401(k) plans cover a similar participant headcount to Employee Benefit Plan of Self Help? ▼
Among 401(k) plans in other states, the closest by covered participants is Apptio Retirement Plan in WA (633 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.