401(k) · DOL Form 5500 · 2023

Helena Laboratories Corporation 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
301
Participants Below avg headcount
75th
Percentile by assets National rank
$77,422
Avg per participant Below avg balance/head
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Official DOL plan name: Helena Laboratories Corporation 401(k) Profit Sharing Plan · Sponsored by Helena Laboratories Corporation · Texas · Manufacturing

$23M in assets, 301 participants

Helena Laboratories Corporation's Helena Laboratories Corporation 401(k) Profit Sharing Plan reported $23M in total assets and 301 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #12,342 in Manufacturing (18,722 peers)

Coverage in Texas

Helena Laboratories Corporation 401(k) Profit Sharing Plan covers 301 participants in Texas, about 44% of the average Texas filer (state average ~688 per filing). Assets: $23M.

#12,342
in Manufacturing (18,722 peers)
+9.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Helena Laboratories Corporation 401(k) Profit Sharing Plan's outsized position by total assets

Helena Laboratories Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$23,304,089 Top 25% higher than 75% 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

Helena Laboratories Corporation 401(k) Profit Sharing 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. Helena Laboratories Corporation 401(k) Profit Sharing Plan sits mid-pack in the medium band (301 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helena Laboratories Corporation 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Helena Laboratories Corporation 401(k) Profit Sharing Plan reported participants fell from 345 in the plan year 2022 filing to 301 in the plan year 2023 filing.
  • Helena Laboratories Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 741718734 · Helena Laboratories Corporation PY 2023 · 401(k)

Helena Laboratories Corporation 401(k) Profit Sharing Plan · $23M · 301 · 75th

  • BOY $23M
  • SCH 301
  • EBSA 75th
  • PART 401(k)
  • TYPE near Lucky Employee 401(k) Retirement Plan
  • NET ind #12342

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 Manufacturing retirement plans → · Plans in Texas →

Helena Laboratories Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Inovex Information Systems 401(k) PlanInovex Information Systems 4…$23ME.T. Browne Drug Co., Inc 401(k) PlanE.T. Browne Drug Co., Inc 40…$23MHelena Laboratories Corporation 401(k) Profit Sharing PlanHelena Laboratories Corporat…$23MLucky Employee 401(k) Retirement PlanLucky Employee 401(k) Retire…$23MEmployee Benefit Plan of the Chicago Community TrustEmployee Benefit Plan of the…$23M
End-of-year total assets ($M) among Helena Laboratories Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN741718734
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helena Laboratories Corporation)

Sponsor-wide plan assets over time

All Helena Laboratories Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$25M 17.629126069290734% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $21.3M $25.1M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 345 $21M
2023 1 301 $23M
2024 1 302 $25M

Nearby 401(k) Plans in Texas

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

Helena Laboratories Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Helena Laboratories Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.023304089 · Participants: 301Helena Laboratories Corporation 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Helena Laboratories Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Helena Laboratories Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Helena Laboratories Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lucky Employee 401(k) Retirement Plan in CA ($23M); by covered participants it is Greenfield Senior Living 401(k) Plan in VA (301 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (301 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 Helena Laboratories Corporation 401(k) Profit Sharing Plan assets move in 2023? ▼
Helena Laboratories Corporation 401(k) Profit Sharing Plan grew at a solid clip - up 9.3% during 2023, from $21M to $23M. Reported net income was $2M.
How have Helena Laboratories Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helena Laboratories Corporation's sponsor-wide assets grew 17.6%, from $21M to $25M.
Where does Helena Laboratories Corporation 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Helena Laboratories Corporation 401(k) Profit Sharing Plan ranks in the 75th 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 Helena Laboratories Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lucky Employee 401(k) Retirement Plan in CA ($23M, 558 participants).
Which 401(k) plans cover a similar participant headcount to Helena Laboratories Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenfield Senior Living 401(k) Plan in VA (301 participants, $1M 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 741718734.

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.