401(k) · DOL Form 5500 · 2024
Helm America Corporation 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 174
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $123,640
- Avg per participant Near avg balance/head
Official DOL plan name: Helm America Corporation 401(k) Plan · Sponsored by Helm America Corporation · Florida · Wholesale Trade
$22M in assets, 174 participants
Helm America Corporation's Helm America Corporation 401(k) Plan reported $22M in total assets and 174 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #4,136 in Wholesale Trade (6,080 peers)
Coverage in Florida
Helm America Corporation 401(k) Plan covers 174 participants in Florida, about 28% of the average Florida filer (state average ~628 per filing). Assets: $22M.
- #4,136
- in Wholesale Trade (6,080 peers)
- +22.1%
- assets growth YoY
Helm America Corporation 401(k) Plan's outsized position by total assets
Helm America Corporation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,513,407 Top 28% higher than 72% 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
Helm America Corporation 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 America Corporation 401(k) Plan sits mid-pack in the medium band (174 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Helm America Corporation 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Helm America Corporation 401(k) Plan reported participants rose from 163 in the plan year 2023 filing to 174 in the plan year 2024 filing.
- Helm America Corporation 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 521279650 · Helm America Corporation PY 2024 · 401(k)
Helm America Corporation 401(k) Plan · $22M · 174 · 72nd
- NET $22M
- BOOK 174
- VS-ST 72nd
- BOY 401(k)
- SCH near Emergency Nurses Association Retirement Savings Plan
- EBSA ind #4136
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 Florida →
Helm America Corporation 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $4M |
| Employer EIN | 521279650 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Helm America Corporation)
Sponsor-wide plan assets over time
All Helm America Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 53.92388292103982% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 153 | $14M |
| 2023 | 1 | 163 | $18M |
| 2024 | 1 | 174 | $22M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Helm America Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Emergency Nurses Association Retirement Savings Plan in IL ($22M); by covered participants it is Delta Systems, Inc. 401(k) Plan in OH (174 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Emergency Nurses Association Retirement Savings Plan (IL) $22M · 107
- Umgc Ventures, Inc. 401(k) Plan (MD) $22M · 168
- Artesia General Hospital 401(k) Plan (NM) $22M · 390
- Associated Ophthalmologists, Ltd. Retirement Plan (AZ) $22M · 138
Similar participant headcount
Nearest other-state filings by covered participants (174 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.