401(k) · DOL Form 5500 · 2024

Helm Group, Inc. 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
265
Participants Below avg headcount
87th
Percentile by assets National rank
$241,313
Avg per participant Above avg balance/head
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Official DOL plan name: Helm Group, Inc. 401(k) Plan · Sponsored by Helm Group, Inc. · Illinois · Construction

$64M in assets, 265 participants

Helm Group, Inc.'s Helm Group, Inc. 401(k) Plan reported $64M in total assets and 265 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,670 in Construction (9,039 peers)

Coverage in Illinois

Helm Group, Inc. 401(k) Plan covers 265 participants in Illinois, about 34% of the average Illinois filer (state average ~779 per filing). Assets: $64M.

#7,670
in Construction (9,039 peers)
+15.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Helm Group, Inc. 401(k) Plan's outsized position by total assets

Helm Group, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$63,947,838 Top 13% higher than 87% of 123,620 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 2024

Helm Group, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helm Group, Inc. 401(k) Plan sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Helm Group, Inc. 401(k) Plan end-of-year assets rose from $56M in the plan year 2023 filing to $64M in the plan year 2024 filing.
  • Helm Group, Inc. 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Helm Group, Inc. 401(k) Plan reported participants rose from 253 in the plan year 2023 filing to 265 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 363065097 · Helm Group, Inc. PY 2024 · 401(k)

Helm Group, Inc. 401(k) Plan · $64M · 265 · 87th

  • TYPE $64M
  • TYPE 265
  • TYPE 87th
  • TYPE 401(k)
  • TYPE near Stg Logistics Retirement Plan
  • TYPE ind #7670

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 Construction retirement plans → · Plans in Illinois →

Helm Group, Inc. 401(k) Plan in the asset neighbourhood

Cranfill Sumner LLP 401(k) PlanCranfill Sumner LLP 401(k) P…$64MHelm Group, Inc. 401(k) Plan$64MStg Logistics Retirement Plan$64MEllington Management Group 401(k) & Profit Sharing PlanEllington Management Group 4…$64MIntrepid Potash, Inc. Employee Savings PlanIntrepid Potash, Inc. Employ…$64M
End-of-year total assets ($M) among Helm Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$64M
Net Income$8M
Employer EIN363065097
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helm Group, Inc.)

Sponsor-wide plan assets over time

All Helm Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 32.7731728579122% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $48.2M $64M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 221 $48M
2023 1 253 $56M
2024 1 265 $64M

Nearby 401(k) Plans in Illinois

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

Helm Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Helm Group, Inc. 401(k) Plan, Total assets ($B): 0.063947838 · Participants: 265Helm Group, Inc. 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Helm Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Helm Group, Inc. 401(k) Plan side-by-side with 3 peers →

Helm Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Stg Logistics Retirement Plan in OH ($64M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (265 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($64M here).

Similar participant headcount

Nearest other-state filings by covered participants (265 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.

Frequently Asked Questions

How did Helm Group, Inc. 401(k) Plan assets move in 2024? ▼
Helm Group, Inc. 401(k) Plan grew sharply - up 15.1% during 2024, from $56M to $64M. Reported net income was $8M.
How have Helm Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helm Group, Inc.'s sponsor-wide assets grew 32.8%, from $48M to $64M.
Where does Helm Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Helm Group, Inc. 401(k) Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Helm Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stg Logistics Retirement Plan in OH ($64M, 1,425 participants).
Which 401(k) plans cover a similar participant headcount to Helm Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Territorial Savings Bank 401(k) Plan in HI (265 participants, $29M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363065097.

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.