ESOP · DOL Form 5500 · 2024

Helix Environmental Planning, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
197
Participants Below avg headcount
54th
Percentile by assets National rank
$46,047
Avg per participant Low balance/head
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Official DOL plan name: Helix Environmental Planning, Inc. Employee Stock Ownership Plan · Sponsored by Helix Environmental Planning, Inc. · California · Professional & Technical Services

$9M in assets, 197 participants

Helix Environmental Planning, Inc.'s Helix Environmental Planning, Inc. Employee Stock Ownership Plan reported $9M in total assets and 197 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,460 in Professional & Technical Services (20,173 peers)

Coverage in California

Helix Environmental Planning, Inc. Employee Stock Ownership Plan covers 197 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $9M.

#10,460
in Professional & Technical Services (20,173 peers)
+17.4%
assets growth YoY

Helix Environmental Planning, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Helix Environmental Planning, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,071,271 Top 46% higher than 54% 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, Inc. Employee Stock Ownership 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. Helix Environmental Planning, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (197 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Helix Environmental Planning, Inc. Employee Stock Ownership Plan reported net income rose from $477K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Helix Environmental Planning, Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Helix Environmental Planning, Inc. Employee Stock Ownership Plan reported participants rose from 183 in the plan year 2023 filing to 197 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 330493636 · Helix Environmental Planning, Inc. PY 2024 · ESOP

Helix Environmental Planning, Inc. Employee Stock Ownership Plan · $9M · 197 · 54th

  • PHOTO $9M
  • PHOTO 197
  • PHOTO 54th
  • PHOTO ESOP
  • PHOTO near Urban Engineers, Inc. Employee Stock Ownership Plan
  • PHOTO ind #10460

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 What is an ESOP? → · Plans in California →

Helix Environmental Planning, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Rubber Track Solutions, Inc. Employee Stock Ownership PlanRubber Track Solutions, Inc.…$9MDel-Air Investor Employee Ownership PlanDel-Air Investor Employee Ow…$9MHelix Environmental Planning, Inc. Employee Stock Ownership PlanHelix Environmental Planning…$9MUrban Engineers, Inc. Employee Stock Ownership PlanUrban Engineers, Inc. Employ…$9MAmerican Constructors, Inc. Employee Stock Ownership PlanAmerican Constructors, Inc. …$9M
End-of-year total assets ($M) among Helix Environmental Planning, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN330493636
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helix Environmental Planning, Inc.)

Sponsor-wide plan assets over time

All Helix Environmental Planning, Inc. 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 ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Helix Environmental Planning, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Helix Environmental Planning, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.009071271 · Participants: 197Helix Environmental Planning, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Helix Environmental Planning, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Helix Environmental Planning, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Helix Environmental Planning, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Urban Engineers, Inc. Employee Stock Ownership Plan in PA ($9M); by covered participants it is Ruston Paving Employee Stock Ownership Plan in NC (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Helix Environmental Planning, Inc. Employee Stock Ownership Plan grew sharply - up 17.4% during 2024, from $8M to $9M. Reported net income was $1M.
How have Helix Environmental Planning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helix Environmental Planning, Inc.'s sponsor-wide assets grew 45.5%, from $19M to $28M.
Which ESOP plans are similar in size to Helix Environmental Planning, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Urban Engineers, Inc. Employee Stock Ownership Plan in PA ($9M, 408 participants).
Which ESOP plans cover a similar participant headcount to Helix Environmental Planning, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ruston Paving Employee Stock Ownership Plan in NC (197 participants, $2M 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.