ESOP · DOL Form 5500 · 2024

Helicopters, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
172
Participants Small participant base
69th
Percentile by assets National rank
$110,662
Avg per participant Below avg balance/head
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Official DOL plan name: Helicopters, Inc. Employee Stock Ownership Plan · Sponsored by Helicopters, Inc. · Illinois · Transportation & Warehousing

$19M in assets, 172 participants

Helicopters, Inc.'s Helicopters, Inc. Employee Stock Ownership Plan reported $19M in total assets and 172 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.

  • #2,299 in Transportation & Warehousing (3,299 peers)

Coverage in Illinois

Helicopters, Inc. Employee Stock Ownership Plan covers 172 participants in Illinois, about 22% of the average Illinois filer (state average ~779 per filing). Assets: $19M.

#2,299
in Transportation & Warehousing (3,299 peers)
+4.3%
assets growth YoY

Helicopters, Inc. Employee Stock Ownership Plan's outsized position by total assets

Helicopters, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$19,033,818 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

Helicopters, 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. Helicopters, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Helicopters, Inc. Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Helicopters, Inc. Employee Stock Ownership Plan reported participants rose from 161 in the plan year 2023 filing to 172 in the plan year 2024 filing.
  • Helicopters, Inc. Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 431252563 · Helicopters, Inc. PY 2024 · ESOP

Helicopters, Inc. Employee Stock Ownership Plan · $19M · 172 · 69th

  • PCT $19M
  • EIN 172
  • RANK 69th
  • PHOTO ESOP
  • IND near The Trust Company of Virginia Employee Stock Ownership Plan
  • EOY ind #2299

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 Illinois →

Helicopters, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Helicopters, Inc. Employee Stock Ownership PlanHelicopters, Inc. Employee S…$19MThe Trust Company of Virginia Employee Stock Ownership PlanThe Trust Company of Virgini…$19MBuilder's Bloc Employee Stock Ownership PlanBuilder's Bloc Employee Stoc…$19MThe Motz Corporation Employee Stock Ownership PlanThe Motz Corporation Employe…$19MMid-America Apartment Communities, Inc. Employees' Stock Ownership PlanMid-America Apartment Commun…$19M
End-of-year total assets ($M) among Helicopters, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)-$9M
Net Income$2M
Employer EIN431252563
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helicopters, Inc.)

Sponsor-wide plan assets over time

All Helicopters, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 37.788460981529% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.4M $30.9M ▲ +37.8%
Year Plans Participants Total Assets
2022 2 401 $22M
2023 2 404 $29M
2024 2 406 $31M

Nearby ESOP Plans in Illinois

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

Helicopters, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Helicopters, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.019033818 · Participants: 172Helicopters, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
Helicopters, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Helicopters, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is The Trust Company of Virginia Employee Stock Ownership Plan in VA ($19M); by covered participants it is Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan in OK (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Helicopters, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Helicopters, Inc. Employee Stock Ownership Plan edged up modestly - up 4.3% during 2024, from $18M to $19M. Reported net income was $2M.
How have Helicopters, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helicopters, Inc.'s sponsor-wide assets grew 37.8%, from $22M to $31M.
Which ESOP plans are similar in size to Helicopters, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Trust Company of Virginia Employee Stock Ownership Plan in VA ($19M, 35 participants).
Which ESOP plans cover a similar participant headcount to Helicopters, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan in OK (172 participants, $119M 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 431252563.

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.