401(k) · DOL Form 5500 · 2024

Helms Performance Group, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
40
Participants Small participant base
45th
Percentile by assets National rank
$149,936
Avg per participant Above avg balance/head
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Official DOL plan name: Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan · Sponsored by Helms Performance Group, Inc. · Illinois · Wholesale Trade

$6M in assets, 40 participants

Helms Performance Group, Inc.'s Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan reported $6M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,123 in Wholesale Trade (6,080 peers)

Helms Performance Group, Inc. multi-year trail

Helms Performance Group, Inc.'s plans moved +36.8% in assets from 2022 to 2024; this filing shows Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan at $6M / 40 participants.

#2,123
in Wholesale Trade (6,080 peers)
+17.3%
assets growth YoY

Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$5,997,433 45th percentile higher than 45% 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

Helms Performance Group, Inc. Employee 401(k) and Profit Sharing 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. Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan reported net income rose from $727K in the plan year 2023 filing to $887K in the plan year 2024 filing.
  • Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan reported participants rose from 36 in the plan year 2023 filing to 40 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 362647380 · Helms Performance Group, Inc. PY 2024 · 401(k)

Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan · $6M · 40 · 45th

  • ASSETS $6M
  • ASSETS 40
  • ASSETS 45th
  • ASSETS 401(k)
  • ASSETS near Technical Engineering Consultants 401(k)
  • ASSETS ind #2123

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 Wholesale Trade retirement plans → · Plans in Illinois →

Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan in the asset neighbourhood

Helms Performance Group, Inc. Employee 401(k) and Profit Sharing PlanHelms Performance Group, Inc…$6MTechnical Engineering Consultants 401(k)Technical Engineering Consul…$6MAdvanced Digital Cable, Inc 401(k) PlanAdvanced Digital Cable, Inc …$6MFischer, Richards & Walker, P.a. Employees' Profit Sharing Plan and TrustFischer, Richards & Walker, …$6MNorex, Inc. 401(k) Plan$6M
End-of-year total assets ($M) among Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Helms Performance Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Helms Performance Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 36.80435151047606% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.38M $6M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 37 $4M
2023 1 36 $5M
2024 1 40 $6M

Helms Performance Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$887K
Employer EIN362647380
Plan Effective Date1990-01-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan, Total assets ($B): 0.005997433 · Participants: 40Helms Performance Group, Inc. Employee 401(k) and Profit Sharing PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Technical Engineering Consultants 401(k) in MI ($6M); by covered participants it is Cooperativa De Ahorro Y Credito Aibonitena 1165(e) Plan in PR (40 participants). Same-state nearby plans are listed separately above.

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 Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan assets move in 2024? ▼
Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan grew sharply - up 17.3% during 2024, from $5M to $6M. Reported net income was $887K.
How have Helms Performance Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helms Performance Group, Inc.'s sponsor-wide assets grew 36.8%, from $4M to $6M.
Which 401(k) plans are similar in size to Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Technical Engineering Consultants 401(k) in MI ($6M, 1,725 participants).
Which 401(k) plans cover a similar participant headcount to Helms Performance Group, Inc. Employee 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cooperativa De Ahorro Y Credito Aibonitena 1165(e) Plan in PR (40 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 362647380.

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.