401(k) · DOL Form 5500 · 2023

Helm Bank USA 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
180
Participants Small participant base
76th
Percentile by assets National rank
$131,407
Avg per participant Near avg balance/head
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Official DOL plan name: Helm Bank USA 401(k) Plan · Sponsored by Helm Bank USA · Florida · Finance & Insurance

$24M in assets, 180 participants

Helm Bank USA's Helm Bank USA 401(k) Plan reported $24M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,595 in Finance & Insurance (8,869 peers)

Coverage in Florida

Helm Bank USA 401(k) Plan covers 180 participants in Florida, about 29% of the average Florida filer (state average ~628 per filing). Assets: $24M.

#5,595
in Finance & Insurance (8,869 peers)
+26.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Helm Bank USA 401(k) Plan's outsized position by total assets

Helm Bank USA 401(k) Plan vs every filed plan by assets

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

$23,653,223 Top 24% higher than 76% 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

Helm Bank USA 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. Helm Bank USA 401(k) Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helm Bank USA 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Helm Bank USA 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 650159184 · Helm Bank USA PY 2023 · 401(k)

Helm Bank USA 401(k) Plan · $24M · 180 · 76th

  • IND $24M
  • EOY 180
  • 5500 76th
  • ASSETS 401(k)
  • PCT near Ltk 401(k) Plan
  • EIN ind #5595

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 Florida →

Helm Bank USA 401(k) Plan in the asset neighbourhood

Four Hands, LLC 401(k) Profit Sharing PlanFour Hands, LLC 401(k) Profi…$24MHelm Bank USA 401(k) Plan$24MLtk 401(k) Plan$24MBureau Employee System Fro Thrift (Best) PlanBureau Employee System Fro T…$24MErp Analysts, Inc. 401(k) Profit Sharing Plan & TrustErp Analysts, Inc. 401(k) Pr…$24M
End-of-year total assets ($M) among Helm Bank USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$24M
Net Income$5M
Employer EIN650159184
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helm Bank USA)

Sponsor-wide plan assets over time

All Helm Bank USA plans reported in each filing year

Latest sponsor-wide plan assets
$30M 59.59362159753553% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.7M $29.8M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 180 $19M
2023 1 180 $24M
2024 1 256 $30M

Nearby 401(k) Plans in Florida

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

Helm Bank USA 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Helm Bank USA 401(k) Plan, Total assets ($B): 0.023653223 · Participants: 180Helm Bank USA 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Helm Bank USA 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Helm Bank USA 401(k) Plan side-by-side with 3 peers →

Helm Bank USA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ltk 401(k) Plan in TX ($24M); by covered participants it is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Helm Bank USA 401(k) Plan assets move in 2023? ▼
Helm Bank USA 401(k) Plan grew sharply - up 26.7% during 2023, from $19M to $24M. Reported net income was $5M.
How have Helm Bank USA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helm Bank USA's sponsor-wide assets grew 59.6%, from $19M to $30M.
Where does Helm Bank USA 401(k) Plan rank by assets among Form 5500 filers? ▼
Helm Bank USA 401(k) Plan ranks in the 76th 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 Helm Bank USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ltk 401(k) Plan in TX ($24M, 494 participants).
Which 401(k) plans cover a similar participant headcount to Helm Bank USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 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 650159184.

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.