401(k) · DOL Form 5500 · 2024

Heli-One (U.S.) Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
49
Participants Small participant base
59th
Percentile by assets National rank
$232,979
Avg per participant Above avg balance/head
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Official DOL plan name: Heli-One (U.S.) Inc. and Affiliates Retirement Plan · Sponsored by Heli-One (U.S.) Inc. · Texas · Transportation & Warehousing

$11M in assets, 49 participants

Heli-One (U.S.) Inc.'s Heli-One (U.S.) Inc. and Affiliates Retirement Plan reported $11M in total assets and 49 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #1,969 in Transportation & Warehousing (3,299 peers)

Heli-One (U.S.) Inc. multi-year trail

Heli-One (U.S.) Inc.'s plans moved +29.7% in assets from 2022 to 2024; this filing shows Heli-One (U.S.) Inc. and Affiliates Retirement Plan at $11M / 49 participants.

#1,969
in Transportation & Warehousing (3,299 peers)
+7.7%
assets growth YoY

Heli-One (U.S.) Inc. and Affiliates Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Heli-One (U.S.) Inc. and Affiliates Retirement Plan vs every filed plan by assets

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

$11,415,962 Top 41% higher than 59% 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

Heli-One (U.S.) Inc. and Affiliates Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heli-One (U.S.) Inc. and Affiliates Retirement Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heli-One (U.S.) Inc. and Affiliates Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $812K in the plan year 2024 filing.
  • Heli-One (U.S.) Inc. and Affiliates Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Heli-One (U.S.) Inc. and Affiliates Retirement Plan reported participants fell from 53 in the plan year 2023 filing to 49 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 841719617 · Heli-One (U.S.) Inc. PY 2024 · 401(k)

Heli-One (U.S.) Inc. and Affiliates Retirement Plan · $11M · 49 · 59th

  • PCT $11M
  • EIN 49
  • RANK 59th
  • PHOTO 401(k)
  • IND near The It Works! Global 401(k) Retirement & Profit Sharing Plan
  • EOY ind #1969

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Heli-One (U.S.) Inc. and Affiliates Retirement Plan in the asset neighbourhood

Heli-One (U.S.) Inc. and Affiliates Retirement PlanHeli-One (U.S.) Inc. and Aff…$11MThe It Works! Global 401(k) Retirement & Profit Sharing PlanThe It Works! Global 401(k) …$11MComfort Systems of Virginia, Inc. 401(k) PlanComfort Systems of Virginia,…$11MFey Industries, Inc. 401(k) Profit Sharing PlanFey Industries, Inc. 401(k) …$11MBehavioral Health Services North, Inc. Profit Sharing 401(k) PlanBehavioral Health Services N…$11M
End-of-year total assets ($M) among Heli-One (U.S.) Inc. and Affiliates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Heli-One (U.S.) Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Heli-One (U.S.) Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 29.652320291359807% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.81M $11.4M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 66 $9M
2023 1 53 $11M
2024 1 49 $11M

Heli-One (U.S.) Inc. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$812K
Employer EIN841719617
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Heli-One (U.S.) Inc. and Affiliates Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Heli-One (U.S.) Inc. and Affiliates Retirement Plan, Total assets ($B): 0.011415962 · Participants: 49Heli-One (U.S.) Inc. and Affiliates Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Heli-One (U.S.) Inc. and Affiliates Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Heli-One (U.S.) Inc. and Affiliates Retirement Plan side-by-side with 3 peers →

Heli-One (U.S.) Inc. and Affiliates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The It Works! Global 401(k) Retirement & Profit Sharing Plan in FL ($11M); by covered participants it is The Bazooka 401(k) Savings and Investment Plan in NY (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Heli-One (U.S.) Inc. and Affiliates Retirement Plan assets move in 2024? ▼
Heli-One (U.S.) Inc. and Affiliates Retirement Plan grew at a solid clip - up 7.7% during 2024, from $11M to $11M. Reported net income was $812K.
How have Heli-One (U.S.) Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heli-One (U.S.) Inc.'s sponsor-wide assets grew 29.7%, from $9M to $11M.
Which 401(k) plans are similar in size to Heli-One (U.S.) Inc. and Affiliates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The It Works! Global 401(k) Retirement & Profit Sharing Plan in FL ($11M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Heli-One (U.S.) Inc. and Affiliates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bazooka 401(k) Savings and Investment Plan in NY (49 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 841719617.

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.