401(k) · DOL Form 5500 · 2024

Helms Bros. Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets: 159
Participants Small participant base: 69th
Percentile by assets National rank: $116,668
Avg per participant Below avg balance/head

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Official DOL plan name: Helms Bros. Inc. 401(k) Plan · Sponsored by Helms Bros. Inc. · New York · Retail Trade

$19M in assets, 159 participants

Helms Bros. Inc.'s Helms Bros. Inc. 401(k) Plan reported $19M in total assets and 159 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.

#6,399 in Retail Trade (8,048 peers)

Coverage in New York

Helms Bros. Inc. 401(k) Plan covers 159 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $19M.

#6,399
in Retail Trade (8,048 peers): +16.2%
assets growth YoY

Helms Bros. Inc. 401(k) Plan's outsized position by total assets

Helms Bros. Inc. 401(k) Plan vs every filed plan by assets

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

$18,550,228 Top 31% higher than 69% 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

Helms Bros. Inc. 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. Helms Bros. Inc. 401(k) Plan sits mid-pack in the medium band (159 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Helms Bros. Inc. 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Helms Bros. Inc. 401(k) Plan reported participants rose from 156 in the plan year 2023 filing to 159 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 112417038 · Helms Bros. Inc. PY 2024 · 401(k)

Helms Bros. Inc. 401(k) Plan · $19M · 159 · 69th

NET $19M
NET 159
NET 69th
NET 401(k)
NET near Seaway Hotels 401(k)
NET ind #6399

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 Retail Trade retirement plans → · Plans in New York →

End-of-year total assets ($M) among Helms Bros. Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$16M
Net Assets (End of Year)	$19M
Net Income	$3M
Employer EIN	112417038
Plan Effective Date	1991-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Helms Bros. Inc.)

Latest sponsor-wide plan assets: $19M 39.317487884972486% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	149	$13M
2023	1	156	$16M
2024	1	159	$19M

Nearby 401(k) Plans in New York

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

Helms Bros. Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Helms Bros. Inc. 401(k) Plan side-by-side with 3 peers →

Helms Bros. Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Seaway Hotels 401(k) in FL ($19M); by covered participants it is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Seaway Hotels 401(k) (FL) $19M · 1,127
J. P. Noonan 401(k) Retirement Plan (MA) $19M · 398
Intra Corporation 401(k) Savings Plan (MI) $19M · 172
Dhx -Dependable Hawaiian Express, Inc./ Our Best Assets. Inc. 401(k) Plan (CA) $19M · 223

Similar participant headcount

Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.

Innovative Control Systems, Inc. 401(k) Plan (PA) 159 · 0 off
Pembina U.S. Corporation Wealth Accumulation Plan (TX) 159 · 0 off
Blue Star Gas Associates 401(k) Profit Sharing Plan (CA) 159 · 0 off
Premier Forge Group Retirement Plan (IN) 159 · 0 off

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 Helms Bros. Inc. 401(k) Plan assets move in 2024? ▼

Helms Bros. Inc. 401(k) Plan grew sharply - up 16.2% during 2024, from $16M to $19M. Reported net income was $3M.

How have Helms Bros. Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Helms Bros. Inc.'s sponsor-wide assets grew 39.3%, from $13M to $19M.

Which 401(k) plans are similar in size to Helms Bros. Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Seaway Hotels 401(k) in FL ($19M, 1,127 participants).

Which 401(k) plans cover a similar participant headcount to Helms Bros. Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Innovative Control Systems, Inc. 401(k) Plan in PA (159 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 112417038.