Defined Benefit (Pension) · DOL Form 5500 · 2024
Estate of William G. Helis Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 4
- Participants Small participant base
Official DOL plan name: Estate of William G. Helis Retirement Plan · Sponsored by Estate of William G. Helis · Louisiana · Mining & Oil Extraction
N/A in assets, 4 participants
Estate of William G. Helis's Estate of William G. Helis Retirement Plan reported N/A in total assets and 4 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
Estate of William G. Helis Retirement Plan holds N/A for 4 participants.
- -$17M
- reported net income
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Estate of William G. Helis Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Estate of William G. Helis Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Estate of William G. Helis Retirement Plan reported participants fell from 36 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Estate of William G. Helis Retirement Plan reported net income fell from -$15M in the plan year 2023 filing to -$17M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 720514456 · Estate of William G. Helis PY 2024 · Defined Benefit (Pension)
Estate of William G. Helis Retirement Plan · N/A · 4
- PCT N/A
- EIN 4
- RANK PY 2024
- PHOTO Defined Benefit (Pension)
- IND near Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan
- EOY -$17M
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 Mining & Oil Extraction retirement plans → · Plans in Louisiana →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$17M |
| Employer EIN | 720514456 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Estate of William G. Helis)
Sponsor-wide plan assets over time
All Estate of William G. Helis plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 39 | $32M |
| 2023 | 1 | 36 | $17M |
| 2024 | 1 | 4 | N/A |
Nearby Defined Benefit (Pension) Plans in Louisiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Lumen Combined Pension Plan $4.3B · 10,043
- Entergy Corporation Retirement Plan for Non-Bargaining Employees $1.8B · 6,385
- Entergy Corporation Retirement Plan VI for Non-Bargaining Employees $1.6B · 783
- Willis-Knighton Medical Center Employees Retirement Plan $1.2B · 6,197
- Entergy Corporation Retirement Plan for Bargaining Employees $916M · 2,317
Estate of William G. Helis Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside Louisiana, the nearest Defined Benefit (Pension) by covered participants is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants; this filing: 4 participants).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.