401(k) · DOL Form 5500 · 2024
Helzberg Diamond Shops LLC 401(k) Plan
Data updated 2026-08-11
- $135M
- Total assets
- 1,960
- Participants
- 92nd
- Percentile by assets
- $68,870
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $135M
- total plan assets (2024 EOY)
- 1,960
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $68,870
- avg assets per participant
Where Helzberg Diamonds Savings Plan sits 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
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Helzberg Diamonds Savings Plan reports 1,960 participants - 2.7x that state average ($135M EOY assets).
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)
| 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.
Helzberg Diamonds Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Helzberg Diamonds Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Helzberg Diamonds Savings Plan assets move in 2024? ▼
How have Helzberg Diamond Shops LLC plan assets changed over time? ▼
Where does Helzberg Diamonds Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Helzberg Diamonds Savings Plan? ▼
Next read for Helzberg Diamonds Savings Plan
Filing takeaways
Ways to act on Helzberg Diamonds Savings Plan's numbers.
- By total assets, Helzberg Diamonds Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
- Helzberg Diamond Shops LLC's sponsor-wide assets have grown 17.3% since 2022 across 3 plan years on file. More Retail Trade plans