401(k) · DOL Form 5500 · 2024

Helix Environmental Planning 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
234
Participants Below avg headcount
69th
Percentile by assets National rank
$80,589
Avg per participant Below avg balance/head
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Official DOL plan name: Helix Environmental Planning 401 K Profit Sharing Plan Trust · Sponsored by Helix Environmental Planning · California · Professional & Technical Services

$19M in assets, 234 participants

Helix Environmental Planning's Helix Environmental Planning 401 K Profit Sharing Plan Trust reported $19M in total assets and 234 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,771 in Professional & Technical Services (20,173 peers)

Coverage in California

Helix Environmental Planning 401 K Profit Sharing Plan Trust covers 234 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $19M.

#13,771
in Professional & Technical Services (20,173 peers)
+24.8%
assets growth YoY

Helix Environmental Planning 401 K Profit Sharing Plan Trust's outsized position by total assets

Helix Environmental Planning 401 K Profit Sharing Plan Trust vs every filed plan by assets

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

$18,857,809 Top 31% higher than 69% 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

Helix Environmental Planning 401 K Profit Sharing Plan Trust 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. Helix Environmental Planning 401 K Profit Sharing Plan Trust sits mid-pack in the medium band (234 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Helix Environmental Planning 401 K Profit Sharing Plan Trust end-of-year assets rose from $15M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Helix Environmental Planning 401 K Profit Sharing Plan Trust reported participants rose from 204 in the plan year 2023 filing to 234 in the plan year 2024 filing.
  • Helix Environmental Planning 401 K Profit Sharing Plan Trust reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330493636 · Helix Environmental Planning PY 2024 · 401(k)

Helix Environmental Planning 401 K Profit Sharing Plan Trust · $19M · 234 · 69th

  • TYPE $19M
  • NET 234
  • BOOK 69th
  • VS-ST 401(k)
  • BOY near Echostor Technologies, Inc. 401(k) Profit Sharing Plan and Trust
  • SCH ind #13771

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 Professional & Technical Services retirement plans → · Plans in California →

Helix Environmental Planning 401 K Profit Sharing Plan Trust in the asset neighbourhood

Helix Environmental Planning 401 K Profit Sharing Plan TrustHelix Environmental Planning…$19MEchostor Technologies, Inc. 401(k) Profit Sharing Plan and TrustEchostor Technologies, Inc. …$19MConcord, USA, LLC 401(k) Plan$19MAtlantic Coast Athletic Club 401(k) PlanAtlantic Coast Athletic Club…$19M403(b) Thrift Plan of Berkshire County Arc, Inc.403(b) Thrift Plan of Berksh…$19M
End-of-year total assets ($M) among Helix Environmental Planning 401 K Profit Sharing Plan Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN330493636
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helix Environmental Planning)

Sponsor-wide plan assets over time

All Helix Environmental Planning plans reported in each filing year

Latest sponsor-wide plan assets
$28M 45.519505857209765% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.2M $27.9M ▲ +45.5%
Year Plans Participants Total Assets
2022 2 354 $19M
2023 2 387 $23M
2024 2 431 $28M

Nearby 401(k) Plans in California

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

Helix Environmental Planning 401 K Profit Sharing Plan Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Helix Environmental Planning 401 K Profit Sharing Plan Trust, Total assets ($B): 0.018857809 · Participants: 234Helix Environmental Planning 401 K Profit Sharing Plan TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Helix Environmental Planning 401 K Profit Sharing Plan Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Helix Environmental Planning 401 K Profit Sharing Plan Trust side-by-side with 3 peers →

Helix Environmental Planning 401 K Profit Sharing Plan Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Echostor Technologies, Inc. 401(k) Profit Sharing Plan and Trust in MA ($19M); by covered participants it is Linzer Products Corp 401(k) Plan in NY (234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 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 Helix Environmental Planning 401 K Profit Sharing Plan Trust assets move in 2024? ▼
Helix Environmental Planning 401 K Profit Sharing Plan Trust grew sharply - up 24.8% during 2024, from $15M to $19M. Reported net income was $4M.
How have Helix Environmental Planning plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helix Environmental Planning's sponsor-wide assets grew 45.5%, from $19M to $28M.
Which 401(k) plans are similar in size to Helix Environmental Planning 401 K Profit Sharing Plan Trust? ▼
Among 401(k) plans in other states, the closest by assets is Echostor Technologies, Inc. 401(k) Profit Sharing Plan and Trust in MA ($19M, 77 participants).
Which 401(k) plans cover a similar participant headcount to Helix Environmental Planning 401 K Profit Sharing Plan Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Linzer Products Corp 401(k) Plan in NY (234 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 330493636.

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.