401(k) · DOL Form 5500 · 2024

Helm Bank USA 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
256
Participants Below avg headcount
77th
Percentile by assets National rank
$116,402
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Helm Bank USA 401(k) Plan · Sponsored by Helm Bank USA · Florida · Finance & Insurance

$30M in assets, 256 participants

Helm Bank USA's Helm Bank USA 401(k) Plan reported $30M in total assets and 256 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,526 in Finance & Insurance (8,549 peers)

Coverage in Florida

Helm Bank USA 401(k) Plan covers 256 participants in Florida, about 41% of the average Florida filer (state average ~628 per filing). Assets: $30M.

#5,526
in Finance & Insurance (8,549 peers)
+26.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Helm Bank USA 401(k) Plan's outsized position by total assets

Helm Bank USA 401(k) Plan vs every filed plan by assets

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

$29,798,938 Top 23% higher than 77% 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

Helm Bank USA 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. Helm Bank USA 401(k) Plan sits mid-pack in the medium band (256 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Helm Bank USA 401(k) Plan reported participants rose from 180 in the plan year 2023 filing to 256 in the plan year 2024 filing.
  • Helm Bank USA 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Helm Bank USA 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 650159184 · Helm Bank USA PY 2024 · 401(k)

Helm Bank USA 401(k) Plan · $30M · 256 · 77th

  • SCH $30M
  • EBSA 256
  • PART 77th
  • TYPE 401(k)
  • NET near Advanced Turf Solutions 401(k) Plan
  • BOOK ind #5526

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 Finance & Insurance retirement plans → · Plans in Florida →

Helm Bank USA 401(k) Plan in the asset neighbourhood

Helm Bank USA 401(k) Plan$30MAdvanced Turf Solutions 401(k) PlanAdvanced Turf Solutions 401(…$30MTheracare 401(k) Savings Plan$30MGolftec 401(k) Plan$30MAdvanced Dermatology Associates, Ltd. 401(k) PlanAdvanced Dermatology Associa…$30M
End-of-year total assets ($M) among Helm Bank USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$30M
Net Income$6M
Employer EIN650159184
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helm Bank USA)

Sponsor-wide plan assets over time

All Helm Bank USA plans reported in each filing year

Latest sponsor-wide plan assets
$30M 59.59362159753553% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.7M $29.8M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 180 $19M
2023 1 180 $24M
2024 1 256 $30M

Nearby 401(k) Plans in Florida

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

Helm Bank USA 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Helm Bank USA 401(k) Plan, Total assets ($B): 0.029798938 · Participants: 256Helm Bank USA 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Helm Bank USA 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Helm Bank USA 401(k) Plan side-by-side with 3 peers →

Helm Bank USA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Advanced Turf Solutions 401(k) Plan in IN ($30M); by covered participants it is The Architect 401(k) Plan the Printer, Inc. in IA (256 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (256 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 Helm Bank USA 401(k) Plan assets move in 2024? ▼
Helm Bank USA 401(k) Plan grew sharply - up 26.0% during 2024, from $24M to $30M. Reported net income was $6M.
How have Helm Bank USA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helm Bank USA's sponsor-wide assets grew 59.6%, from $19M to $30M.
Where does Helm Bank USA 401(k) Plan rank by assets among Form 5500 filers? ▼
Helm Bank USA 401(k) Plan ranks in the 77th 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 Helm Bank USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Turf Solutions 401(k) Plan in IN ($30M, 350 participants).
Which 401(k) plans cover a similar participant headcount to Helm Bank USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Architect 401(k) Plan the Printer, Inc. in IA (256 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 650159184.

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.