401(k) · DOL Form 5500 · 2024

Leona M. and Harry B. Helmsley Charitable 401(k) Plan

Data updated 2026-08-11

$45M
Total assets
116
Participants
83rd
Percentile by assets
$390,222
Avg per participant
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Official DOL plan name: The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan · Sponsored by Leona M. and Harry B. Helmsley Charitable · New York · Finance & Insurance

$45M in assets, 116 participants

Leona M. and Harry B. Helmsley Charitable's The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan reported $45M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 123,622 plans)
  • #6,298 in Finance & Insurance (8,549 peers)

Coverage in New York

The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan covers 116 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $45M.

$45M
total plan assets (2024 EOY)
116
covered participants
83rd
percentile by assets (of 123,622 plans)
$390,222
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan reported participants rose from 102 in the plan year 2023 filing to 116 in the plan year 2024 filing.
  • The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan end-of-year assets rose from $40M in the plan year 2023 filing to $45M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
New York
Industry
Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan reports 116 participants - about 15% of that state average ($45M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$45M
Net Income$5M
Employer EIN137184401
Plan Effective Date2009-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Leona M. and Harry B. Helmsley Charitable)

$30M$35M$40M$45M$50M 202220232024 $31.5M $45.3M ▲ +43.6%
Total plan assets by year, all Leona M. and Harry B. Helmsley Charitable plans on file
Year Plans Participants Total Assets
2022 1 92 $32M
2023 1 102 $40M
2024 1 116 $45M

Nearby 401(k) Plans in New York

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

The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Leona M and Harr…IBM 401(k) PlanMorgan Stanley 401(k…Pfizer Savings PlanThe Pepsico Savings …The Goldman Sachs 40…
The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Leona M and Harry B Helmsley Charita… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan assets move in 2024? ▼
The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan grew at a solid clip - up 12.5% during 2024, from $40M to $45M. Reported net income was $5M.
How have Leona M. and Harry B. Helmsley Charitable plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leona M. and Harry B. Helmsley Charitable's sponsor-wide assets grew 43.6%, from $32M to $45M.
Where does The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan rank by assets among Form 5500 filers? ▼
The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan ranks in the 83rd 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 The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ovation Holdings 401(k) Retirement Plan in IA ($45M, 751 participants).

Next read for The Leona M and Harry B Helmsley Charita…

Filing takeaways

Ways to act on The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan's numbers.

  • By total assets, The Leona M and Harry B Helmsley Charitable Trust 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
  • Leona M. and Harry B. Helmsley Charitable's sponsor-wide assets have grown 43.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 137184401.

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.