401(k) · DOL Form 5500 · 2023
Helpside Inc. 401(k) Plan
Data updated 2026-08-25
- $198M
- Total assets Near avg plan size
- 9,844
- Participants Very large workforce
- 95th
- Percentile by assets National rank
- $20,106
- Avg per participant Low balance/head
Official DOL plan name: Helpside Inc. 401(k) Plan · Sponsored by Helpside Inc. · Utah · Finance & Insurance
$198M in assets, 9,844 participants
Helpside Inc.'s Helpside Inc. 401(k) Plan reported $198M in total assets and 9,844 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,114 in Finance & Insurance (8,869 peers)
Coverage in Utah
Helpside Inc. 401(k) Plan covers 9,844 participants in Utah, 17x the typical Utah plan (state average ~592 per filing). Assets: $198M.
- #8,114
- in Finance & Insurance (8,869 peers)
- +25.4%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Helpside Inc. 401(k) Plan's outsized position by total assets
Helpside Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$197,927,488 Top 5% higher than 95% 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
Helpside Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helpside Inc. 401(k) Plan lands in the large band (9,844 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Helpside Inc. 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Helpside Inc. 401(k) Plan end-of-year assets rose from $158M in the plan year 2022 filing to $198M in the plan year 2023 filing.
- Helpside Inc. 401(k) Plan reported participants rose from 9,389 in the plan year 2022 filing to 9,844 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 870476353 · Helpside Inc. PY 2023 · 401(k)
Helpside Inc. 401(k) Plan · $198M · 9,844 · 95th
- 5500 $198M
- ASSETS 9,844
- PCT 95th
- EIN 401(k)
- RANK near Sandy Spring Bank 401(k) Plan
- PHOTO ind #8114
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 Utah →
Helpside Inc. 401(k) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $158M |
|---|---|
| Net Assets (End of Year) | $198M |
| Net Income | $42M |
| Employer EIN | 870476353 |
| Plan Effective Date | 1990-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Helpside Inc.)
Sponsor-wide plan assets over time
All Helpside Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $234M 48.19711553232704% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,389 | $158M |
| 2023 | 1 | 9,844 | $198M |
| 2024 | 1 | 9,055 | $234M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
Scale composition for Helpside Inc. 401(k) Plan
Helpside Inc. 401(k) Plan reports $198M in end-of-year assets across 9,844 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $20,106 per participant (15% of the national average assets-per-participant) . Net income for plan year 2023 was $42M.
This plan identity (EIN 870476353, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $158M to $234M (+48.2%) while covered participants moved from 9,389 to 9,055 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,389 | $158M | Open filing |
| 2023 | 9,844 | $198M | This page |
| 2024 · index core | 9,055 | $234M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Helpside Inc. 401(k) Plan (401(k), $234M, 9,055 participants)
Helpside Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Sandy Spring Bank 401(k) Plan in MD ($198M); by covered participants it is Upbound 401(k) Retirement Savings Plan in TX (9,846 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($198M here).
- Sandy Spring Bank 401(k) Plan (MD) $198M · 1,133
- By Light Professional It Services LLC 401(k) Plan (VA) $198M · 1,312
- Employees' Thrift Plan of Indianapolis Power & Light Company (OH) $198M · 905
- Thoughtworks, Inc 401(k) Plan (IL) $198M · 986
Similar participant headcount
Nearest other-state filings by covered participants (9,844 participants); asset peers above are excluded.
- Upbound 401(k) Retirement Savings Plan (TX) 9,846 · 2 off
- Regeneron Pharmaceuticals, Inc. 401(k) Savings Plan (NY) 9,850 · 6 off
- Spb Hospitality LLC Retirement Savings Plan (TX) 9,852 · 8 off
- Employer Flexible 401(k) Plan (TX) 9,830 · 14 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.