401(k) · DOL Form 5500 · 2023

Helwig Carbon Products, Inc. 401(k) Plan

Data updated 2026-08-11

$33M
Total assets
260
Participants
81st
Percentile by assets
$128,305
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Helwig Carbon Products, Inc. Profit Sharing Retirement Plan · Sponsored by Helwig Carbon Products, Inc. · Wisconsin · Professional & Technical Services

$33M in assets, 260 participants

Helwig Carbon Products, Inc.'s Helwig Carbon Products, Inc. Profit Sharing Retirement Plan reported $33M in total assets and 260 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 127,072 plans)
  • #16,508 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Helwig Carbon Products, Inc. Profit Sharing Retirement Plan covers 260 participants in Wisconsin, about 46% of the average Wisconsin filer (state average ~563 per filing). Assets: $33M.

$33M
total plan assets (2023 EOY)
260
covered participants
81st
percentile by assets (of 127,072 plans)
$128,305
avg assets per participant

Where Helwig Carbon Products, Inc. Profit Sharing Retirement Plan sits by total assets

Helwig Carbon Products, Inc. Profit Sharing Retirement Plan vs every filed plan by assets

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

$33,359,401 Top 19% higher than 81% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helwig Carbon Products, Inc. Profit Sharing Retirement Plan reported net income rose from $80K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Helwig Carbon Products, Inc. Profit Sharing Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Helwig Carbon Products, Inc. Profit Sharing Retirement Plan reported participants rose from 256 in the plan year 2022 filing to 260 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Wisconsin
Industry
Professional & Technical Services

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Helwig Carbon Products, Inc. Profit Sharing Retirement Plan reports 260 participants - about 46% of that state average ($33M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$33M
Net Income$6M
Employer EIN390342040
Plan Effective Date2002-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helwig Carbon Products, Inc.)

$35M$40M$45M 20222023 $36M $42.9M ▲ +19.4%
Total plan assets by year, all Helwig Carbon Products, Inc. plans on file
Year Plans Participants Total Assets
2022 2 458 $36M
2023 2 469 $43M

Nearby 401(k) Plans in Wisconsin

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

Helwig Carbon Products, Inc. Profit Sharing Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Helwig Carbon Produc…, Total assets ($B): 0.033359401 · Participants: 260Helwig Carbon Produc…Advocate Aurora Heal…, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Heal…Johnson Controls Ret…, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation …
Helwig Carbon Products, Inc. Profit Sharing Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Helwig Carbon Products, Inc. Profit Shar… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Helwig Carbon Products, Inc. Profit Sharing Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Helwig Carbon Products, Inc. Profit Sharing Retirement Plan assets move in 2023? ▼
Helwig Carbon Products, Inc. Profit Sharing Retirement Plan grew sharply - up 21.3% during 2023, from $27M to $33M. Reported net income was $6M.
How have Helwig Carbon Products, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Helwig Carbon Products, Inc.'s sponsor-wide assets grew 19.4%, from $36M to $43M.
Where does Helwig Carbon Products, Inc. Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Helwig Carbon Products, Inc. Profit Sharing Retirement Plan ranks in the 81st 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 Helwig Carbon Products, Inc. Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beyer Blinder Belle Architects and Planners LLP 401(k) Salary Savings Plan in NY ($33M, 167 participants).

Next read for Helwig Carbon Products, Inc. Profit Shar…

Filing takeaways

Ways to act on Helwig Carbon Products, Inc. Profit Sharing Retirement Plan's numbers.

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 390342040.

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.