Profit Sharing · DOL Form 5500 · 2024

Helder Technology Inc Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
30th
Percentile by assets National rank
$316,864
Avg per participant High balance/head
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Official DOL plan name: Helder Technology Inc. Retirement Plan · Sponsored by Helder Technology Inc · Pennsylvania · Manufacturing

$2M in assets, 7 participants

Helder Technology Inc's Helder Technology Inc. Retirement Plan reported $2M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,627 in Manufacturing (17,777 peers)

Helder Technology Inc multi-year trail

Helder Technology Inc's plans moved +74.0% in assets from 2022 to 2024; this filing shows Helder Technology Inc. Retirement Plan at $2M / 7 participants.

#2,627
in Manufacturing (17,777 peers)
+42.7%
assets growth YoY

Helder Technology Inc. Retirement Plan among the smaller filed plans by assets

Helder Technology Inc. Retirement Plan vs every filed plan by assets

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

$2,218,048 30th percentile higher than 30% 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

Helder Technology Inc. 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. Helder Technology Inc. Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Helder Technology Inc. Retirement Plan reported net income rose from $280K in the plan year 2023 filing to $664K in the plan year 2024 filing.
  • Helder Technology Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 831737383 · Helder Technology Inc PY 2024 · Profit Sharing

Helder Technology Inc. Retirement Plan · $2M · 7 · 30th

  • EBSA $2M
  • EBSA 7
  • EBSA 30th
  • EBSA Profit Sharing
  • EBSA near Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust
  • EBSA ind #2627

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 Pennsylvania →

Helder Technology Inc. Retirement Plan in the asset neighbourhood

Helder Technology Inc. Retirement PlanHelder Technology Inc. Retir…$2MPortfolio Advisory Group, Inc. Profit Sharing Plan and TrustPortfolio Advisory Group, In…$2MHampton Roads Holdings, Inc. Retirement PlanHampton Roads Holdings, Inc.…$2MTaylor Frigon Profit Sharing PlanTaylor Frigon Profit Sharing…$2MUniversal City Nissan Inc. Profit Sharing 401(k) PlanUniversal City Nissan Inc. P…$2M
End-of-year total assets ($M) among Helder Technology Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Helder Technology Inc multi-year asset trail

Sponsor-wide plan assets over time

All Helder Technology Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 74.03825934121117% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.27M $2.22M ▲ +74.8%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 7 $2M
2024 1 7 $2M

Helder Technology Inc filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$664K
Employer EIN831737383
Plan Effective Date2018-10-09
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Helder Technology Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Helder Technology Inc. Retirement Plan, Total assets ($B): 0.002218048 · Participants: 7Helder Technology Inc. Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
Helder Technology Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Helder Technology Inc. Retirement Plan side-by-side with 3 peers →

Helder Technology Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust in VA ($2M); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Helder Technology Inc. Retirement Plan assets move in 2024? ▼
Helder Technology Inc. Retirement Plan surged - up 42.7% during 2024, from $2M to $2M. Reported net income was $664K.
How have Helder Technology Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helder Technology Inc's sponsor-wide assets grew 74.0%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Helder Technology Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust in VA ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Helder Technology Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is A&a Outdoors Inc. Retirement Plan in TN (7 participants, $199K 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 831737383.

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.