401(k) · DOL Form 5500 · 2024

The Helfgott Corp. 401(k) Plan

Data updated 2026-08-25

$297K
Total assets Small plan by assets
3
Participants Small participant base
13th
Percentile by assets National rank
$99,054
Avg per participant Below avg balance/head
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Official DOL plan name: The Helfgott Corp. 401(k) Profit Sharing Plan · Sponsored by The Helfgott Corp. · Virginia · Wholesale Trade

$297K in assets, 3 participants

The Helfgott Corp.'s The Helfgott Corp. 401(k) Profit Sharing Plan reported $297K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #390 in Wholesale Trade (6,080 peers)

The Helfgott Corp. multi-year trail

The Helfgott Corp.'s plans moved +45.9% in assets from 2022 to 2024; this filing shows The Helfgott Corp. 401(k) Profit Sharing Plan at $297K / 3 participants.

#390
in Wholesale Trade (6,080 peers)
+17.7%
assets growth YoY

The Helfgott Corp. 401(k) Profit Sharing Plan among the smaller filed plans by assets

The Helfgott Corp. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$297,163 13th percentile higher than 13% 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

The Helfgott Corp. 401(k) Profit Sharing 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. The Helfgott Corp. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Helfgott Corp. 401(k) Profit Sharing Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • The Helfgott Corp. 401(k) Profit Sharing Plan end-of-year assets rose from $253K in the plan year 2023 filing to $297K in the plan year 2024 filing.
  • The Helfgott Corp. 401(k) Profit Sharing Plan reported net income fell from $49K in the plan year 2023 filing to $45K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 834497100 · The Helfgott Corp. PY 2024 · 401(k)

The Helfgott Corp. 401(k) Profit Sharing Plan · $297K · 3 · 13th

  • EIN $297K
  • RANK 3
  • PHOTO 13th
  • IND 401(k)
  • EOY near Pearl J, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #390

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 Wholesale Trade retirement plans → · Plans in Virginia →

The Helfgott Corp. 401(k) Profit Sharing Plan in the asset neighbourhood

The Helfgott Corp. 401(k) Profit Sharing PlanThe Helfgott Corp. 401(k) Pr…$297KPearl J, Inc. 401(k) Profit Sharing PlanPearl J, Inc. 401(k) Profit …$297KThe Next Adventurous Child LLC 401(k) PspThe Next Adventurous Child L…$297KThe Ayala Network, Inc. 401(k) Profit Sharing PlanThe Ayala Network, Inc. 401(…$297KMini Alien Corp. 401(k) Plan$297K
End-of-year total assets ($M) among The Helfgott Corp. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Helfgott Corp. multi-year asset trail

Sponsor-wide plan assets over time

All The Helfgott Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$297K 45.90559145275645% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M 202220232024 $0.2M $0.3M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 2 $204K
2023 1 2 $253K
2024 1 3 $297K

The Helfgott Corp. filing trail (2024)

Total Assets (Beginning of Year)$253K
Net Assets (End of Year)$297K
Net Income$45K
Employer EIN834497100
Plan Effective Date2019-04-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

The Helfgott Corp. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Helfgott Corp. 401(k) Profit Sharing Plan, Total assets ($B): 0.000297163 · Participants: 3The Helfgott Corp. 401(k) Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
The Helfgott Corp. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare The Helfgott Corp. 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Helfgott Corp. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Pearl J, Inc. 401(k) Profit Sharing Plan in OR ($297K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 The Helfgott Corp. 401(k) Profit Sharing Plan assets move in 2024? ▼
The Helfgott Corp. 401(k) Profit Sharing Plan grew sharply - up 17.7% during 2024, from $253K to $297K. Reported net income was $45K.
How have The Helfgott Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Helfgott Corp.'s sponsor-wide assets grew 45.9%, from $204K to $297K.
Where does The Helfgott Corp. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Helfgott Corp. 401(k) Profit Sharing Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to The Helfgott Corp. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pearl J, Inc. 401(k) Profit Sharing Plan in OR ($297K, 3 participants).
Which 401(k) plans cover a similar participant headcount to The Helfgott Corp. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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 834497100.

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.