ESOP · DOL Form 5500 · 2024

The Helsing Group, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
42
Participants Small participant base
48th
Percentile by assets National rank
$164,821
Avg per participant Above avg balance/head
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Official DOL plan name: The Helsing Group Employee Stock Ownership Plan · Sponsored by The Helsing Group, Inc. · California · Finance & Insurance

$7M in assets, 42 participants

The Helsing Group, Inc.'s The Helsing Group Employee Stock Ownership Plan reported $7M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,821 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

The Helsing Group Employee Stock Ownership Plan holds $7M for 42 participants - about $164,821 per participant, in the lower half of filed plans by assets.

#2,821
in Finance & Insurance (8,549 peers)
-1.2%
assets change YoY

The Helsing Group Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

The Helsing Group Employee Stock Ownership Plan vs every filed plan by assets

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

$6,922,467 48th percentile higher than 48% 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 Helsing Group Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Helsing Group Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Helsing Group Employee Stock Ownership Plan reported net income rose from -$548K in the plan year 2023 filing to $25K in the plan year 2024 filing.
  • The Helsing Group Employee Stock Ownership Plan reported participants fell from 43 in the plan year 2023 filing to 42 in the plan year 2024 filing.
  • The Helsing Group Employee Stock Ownership Plan end-of-year assets fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 943159860 · The Helsing Group, Inc. PY 2024 · ESOP

The Helsing Group Employee Stock Ownership Plan · $7M · 42 · 48th

  • SCH $7M
  • SCH 42
  • SCH 48th
  • SCH ESOP
  • SCH near Qw ESOP
  • SCH ind #2821

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 What is an ESOP? → · Plans in California →

The Helsing Group Employee Stock Ownership Plan in the asset neighbourhood

Sports Imports, Inc. Employee Stock Ownership PlanSports Imports, Inc. Employe…$7MAmerimet Corp. Employee Stock Ownership PlanAmerimet Corp. Employee Stoc…$7MThe Helsing Group Employee Stock Ownership PlanThe Helsing Group Employee S…$7MQw ESOP$7MKeenan Energy Company Employee Stock Ownership Plan and TrustKeenan Energy Company Employ…$7M
End-of-year total assets ($M) among The Helsing Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income$25K
Employer EIN943159860
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Helsing Group, Inc.)

Sponsor-wide plan assets over time

All The Helsing Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 9.566753118083978% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M 202220232024 $7.65M $6.92M ▼ -9.5%
Year Plans Participants Total Assets
2022 1 47 $8M
2023 1 43 $7M
2024 1 42 $7M

Nearby ESOP Plans in California

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

The Helsing Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants The Helsing Group Employee Stock Ownership Plan, Total assets ($B): 0.006922467 · Participants: 42The Helsing Group Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
The Helsing Group Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare The Helsing Group Employee Stock Ownership Plan side-by-side with 3 peers →

The Helsing Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Qw ESOP in NC ($7M); by covered participants it is Wayne Bank Employee Stock Ownership Plan in IN (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Helsing Group Employee Stock Ownership Plan assets move in 2024? ▼
The Helsing Group Employee Stock Ownership Plan edged down modestly - down 1.2% during 2024, from $7M to $7M. Reported net income was $25K.
How have The Helsing Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Helsing Group, Inc.'s sponsor-wide assets declined 9.6%, from $8M to $7M.
Which ESOP plans are similar in size to The Helsing Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Qw ESOP in NC ($7M, 243 participants).
Which ESOP plans cover a similar participant headcount to The Helsing Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wayne Bank Employee Stock Ownership Plan in IN (42 participants, $3M 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 943159860.

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.