401(k) · DOL Form 5500 · 2024

Heligroup Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
189
Participants Below avg headcount
70th
Percentile by assets National rank
$105,235
Avg per participant Below avg balance/head
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Official DOL plan name: Heligroup Holdings, Inc. 401(k) Plan · Sponsored by Heligroup Holdings, Inc. · Michigan · Transportation & Warehousing

$20M in assets, 189 participants

Heligroup Holdings, Inc.'s Heligroup Holdings, Inc. 401(k) Plan reported $20M in total assets and 189 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #2,330 in Transportation & Warehousing (3,299 peers)

Coverage in Michigan

Heligroup Holdings, Inc. 401(k) Plan covers 189 participants in Michigan, about 30% of the average Michigan filer (state average ~638 per filing). Assets: $20M.

#2,330
in Transportation & Warehousing (3,299 peers)
+15.9%
assets growth YoY

Heligroup Holdings, Inc. 401(k) Plan's outsized position by total assets

Heligroup Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$19,889,410 Top 30% higher than 70% 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

Heligroup Holdings, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heligroup Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heligroup Holdings, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Heligroup Holdings, Inc. 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Heligroup Holdings, Inc. 401(k) Plan reported participants fell from 195 in the plan year 2023 filing to 189 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 464572040 · Heligroup Holdings, Inc. PY 2024 · 401(k)

Heligroup Holdings, Inc. 401(k) Plan · $20M · 189 · 70th

  • BOY $20M
  • BOY 189
  • BOY 70th
  • BOY 401(k)
  • BOY near Somatus Inc. 401(k) Plan
  • BOY ind #2330

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 Transportation & Warehousing retirement plans → · Plans in Michigan →

Heligroup Holdings, Inc. 401(k) Plan in the asset neighbourhood

Heligroup Holdings, Inc. 401(k) PlanHeligroup Holdings, Inc. 401…$20MSomatus Inc. 401(k) Plan$20MFirst State Bank of the Florida Keys Profit Sharing Retirement PlanFirst State Bank of the Flor…$20MFreedom 401(k) Pooled Employer PlanFreedom 401(k) Pooled Employ…$20MPcia 401(k) Plan$20M
End-of-year total assets ($M) among Heligroup Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN464572040
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heligroup Holdings, Inc.)

Sponsor-wide plan assets over time

All Heligroup Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 32.61808126815718% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15M $19.9M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 210 $15M
2023 1 195 $17M
2024 1 189 $20M

Nearby 401(k) Plans in Michigan

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

Heligroup Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Heligroup Holdings, Inc. 401(k) Plan, Total assets ($B): 0.01988941 · Participants: 189Heligroup Holdings, Inc. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Heligroup Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Heligroup Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Heligroup Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Somatus Inc. 401(k) Plan in VA ($20M); by covered participants it is Prevailing Multiple Employer Plan in MD (189 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Heligroup Holdings, Inc. 401(k) Plan assets move in 2024? ▼
Heligroup Holdings, Inc. 401(k) Plan grew sharply - up 15.9% during 2024, from $17M to $20M. Reported net income was $3M.
How have Heligroup Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heligroup Holdings, Inc.'s sponsor-wide assets grew 32.6%, from $15M to $20M.
Which 401(k) plans are similar in size to Heligroup Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Somatus Inc. 401(k) Plan in VA ($20M, 1,273 participants).
Which 401(k) plans cover a similar participant headcount to Heligroup Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prevailing Multiple Employer Plan in MD (189 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 464572040.

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.