401(k) · DOL Form 5500 · 2024

Helmer Scientific LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: N/A
Participants Small participant base: 31st
Percentile by assets National rank

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Official DOL plan name: Helmer Scientific LLC 401(k) Plan · Sponsored by Helmer Scientific LLC · Indiana · Manufacturing

$2M in assets, N/A participants

Helmer Scientific LLC's Helmer Scientific LLC 401(k) Plan reported $2M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

#2,679 in Manufacturing (17,777 peers)

Helmer Scientific LLC multi-year trail

Helmer Scientific LLC's plans moved -88.0% in assets from 2022 to 2024; this filing shows Helmer Scientific LLC 401(k) Plan at $2M / N/A participants.

#2,679
in Manufacturing (17,777 peers): -39.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Helmer Scientific LLC 401(k) Plan among the smaller filed plans by assets

Helmer Scientific LLC 401(k) Plan vs every filed plan by assets

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

$2,284,140 31st percentile higher than 31% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Helmer Scientific LLC 401(k) Plan reported participants fell from 807 in the plan year 2023 filing to N/A in the plan year 2024 filing.
Helmer Scientific LLC 401(k) Plan reported net income rose from -$15M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
Helmer Scientific LLC 401(k) Plan end-of-year assets fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 411432277 · Helmer Scientific LLC PY 2024 · 401(k)

Helmer Scientific LLC 401(k) Plan · $2M · N/A · 31st

VS-ST $2M
BOY N/A
SCH 31st
EBSA 401(k)
PART near Freedom Supply Corp. Profit Sharing Plan
TYPE ind #2679

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 Indiana →

End-of-year total assets ($M) among Helmer Scientific LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Helmer Scientific LLC multi-year asset trail

Latest sponsor-wide plan assets: $2M 87.95229210208805% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	632	$19M
2023	1	807	$4M
2024	1	N/A	$2M

Helmer Scientific LLC filing trail (2024)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$2M
Net Income	-$2M
Employer EIN	411432277
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Helmer Scientific LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $13.1B · 19,977
Elevance Health 401(k) Plan $12.1B · 73,120
Cummins Retirement and Savings Plan $6.4B · 30,272
Iu Health 401(k) Savings Plan $4.5B · 38,460
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385

Compare Helmer Scientific LLC 401(k) Plan side-by-side with 3 peers →

Helmer Scientific LLC 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside Indiana, the nearest 401(k) by end-of-year assets is Freedom Supply Corp. Profit Sharing Plan in NY at $2M (this filing: $2M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Freedom Supply Corp. Profit Sharing Plan (NY) $2M · 6
Stuart S. Albin Profit Sharing Plan (NJ) $2M · 2
Ferrarabuckworth, LLC 401(k) Plan (NJ) $2M · 5
Schear & Schear Profit Sharing Plan (OH) $2M · 6

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 Helmer Scientific LLC 401(k) Plan assets move in 2024? ▼

Helmer Scientific LLC 401(k) Plan contracted severely - down 39.7% during 2024, from $4M to $2M. Reported net income was -$2M.

How have Helmer Scientific LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Helmer Scientific LLC's sponsor-wide assets declined 88.0%, from $19M to $2M.

Which 401(k) plans are similar in size to Helmer Scientific LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Freedom Supply Corp. Profit Sharing Plan in NY ($2M, 6 participants).

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 411432277.