401(k) · DOL Form 5500 · 2024
Helzberg Diamond Shops LLC 401(k) Plan
Data updated 2026-08-25
- $135M
- Total assets Near avg plan size
- 1,960
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $68,870
- Avg per participant Below avg balance/head
Official DOL plan name: Helzberg Diamonds Savings Plan · Sponsored by Helzberg Diamond Shops LLC · Missouri · Retail Trade
$135M in assets, 1,960 participants
Helzberg Diamond Shops LLC's Helzberg Diamonds Savings Plan reported $135M in total assets and 1,960 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,699 in Retail Trade (8,048 peers)
Coverage in Missouri
Helzberg Diamonds Savings Plan covers 1,960 participants in Missouri, 2.7x the typical Missouri plan (state average ~737 per filing). Assets: $135M.
- #7,699
- in Retail Trade (8,048 peers)
- +7.4%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Helzberg Diamonds Savings Plan's outsized position by total assets
Helzberg Diamonds Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$134,985,047 Top 8% higher than 92% 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
Helzberg Diamonds Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helzberg Diamonds Savings Plan lands in the large band (1,960 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Helzberg Diamonds Savings Plan reported net income fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Helzberg Diamonds Savings Plan end-of-year assets rose from $126M in the plan year 2023 filing to $135M in the plan year 2024 filing.
- Helzberg Diamonds Savings Plan reported participants fell from 1,991 in the plan year 2023 filing to 1,960 in the plan year 2024 filing.
DOL schedule card
Filing strip 440553741 · Helzberg Diamond Shops LLC PY 2024 · 401(k)
Helzberg Diamonds Savings Plan · $135M · 1,960 · 92nd
- PART $135M
- PART 1,960
- PART 92nd
- PART 401(k)
- PART near The Holt Retirement Plan
- PART ind #7699
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 Retail Trade retirement plans → · Plans in Missouri →
Helzberg Diamonds Savings Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $126M |
|---|---|
| Net Assets (End of Year) | $135M |
| Net Income | $9M |
| Employer EIN | 440553741 |
| Plan Effective Date | 1992-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Helzberg Diamond Shops LLC)
Sponsor-wide plan assets over time
All Helzberg Diamond Shops LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $135M 17.274420057843198% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,029 | $115M |
| 2023 | 1 | 1,991 | $126M |
| 2024 | 1 | 1,960 | $135M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Helzberg Diamonds Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is The Holt Retirement Plan in CA ($135M); by covered participants it is Palm Garden 401(k) Plan in FL (1,960 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($135M here).
- The Holt Retirement Plan (CA) $135M · 884
- Invacare Retirement Savings Plan (OH) $135M · 513
- Nikon Inc. Employees' Savings and Investment Plan (NY) $135M · 319
- Hawthorn Medical Associates, LLC Profit Sharing Plan (MA) $135M · 151
Similar participant headcount
Nearest other-state filings by covered participants (1,960 participants); asset peers above are excluded.
- Palm Garden 401(k) Plan (FL) 1,960 · 0 off
- Public Health Foundation Enterprises, Inc. 403(b) Plan (CA) 1,960 · 0 off
- Giant of Maryland 401(k) Plan (MD) 1,959 · 1 off
- American House 401(k) Plan (MI) 1,961 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.