401(k) · DOL Form 5500 · 2024
Self-Help Services Corporation 401(k) Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 648
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $80,682
- Avg per participant Below avg balance/head
Official DOL plan name: Self Help Employee 401(k) Plan · Sponsored by Self-Help Services Corporation · North Carolina · Finance & Insurance
$52M in assets, 648 participants
Self-Help Services Corporation's Self Help Employee 401(k) Plan reported $52M in total assets and 648 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #6,521 in Finance & Insurance (8,549 peers)
Where Self Help Employee 401(k) Plan sits by assets
Self Help Employee 401(k) Plan sits in the top quartile of all filed plans by assets, $52M for 648 participants (~$80,682/participant), up 22.2% in 2024.
- #6,521
- in Finance & Insurance (8,549 peers)
- +22.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Self Help Employee 401(k) Plan's outsized position by total assets
Self Help Employee 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$52,281,628 Top 15% higher than 85% 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
Self Help Employee 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. Self Help Employee 401(k) Plan sits mid-pack in the medium band (648 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Self Help Employee 401(k) Plan end-of-year assets rose from $43M in the plan year 2023 filing to $52M in the plan year 2024 filing.
- Self Help Employee 401(k) Plan reported participants rose from 633 in the plan year 2023 filing to 648 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 561849615 · Self-Help Services Corporation PY 2024 · 401(k)
Self Help Employee 401(k) Plan · $52M · 648 · 85th
- IND $52M
- EOY 648
- 5500 85th
- ASSETS 401(k)
- PCT near Collins 401(k) Retirement Savings Plan
- EIN ind #6521
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 Finance & Insurance retirement plans → · Plans in North Carolina →
Self Help Employee 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $9M |
| Employer EIN | 561849615 |
| Plan Effective Date | 2009-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Self-Help Services Corporation)
Sponsor-wide plan assets over time
All Self-Help Services Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 38.099054317601% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 894 | $99M |
| 2023 | 2 | 931 | $118M |
| 2024 | 2 | 895 | $136M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Self Help Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Collins 401(k) Retirement Savings Plan in OR ($52M); by covered participants it is Lucchese Inc. Ee Investment Plan in TX (648 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
Similar participant headcount
Nearest other-state filings by covered participants (648 participants); asset peers above are excluded.
- Lucchese Inc. Ee Investment Plan (TX) 648 · 0 off
- Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico (OH) 648 · 0 off
- Mpi Mgmt LLC D/B/a Olshan Properties 401(k) Plan (OH) 648 · 0 off
- Graebel Employees' 401(k) Plan (CO) 648 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.