401(k) · DOL Form 5500 · 2024

The Helper Bees, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
191
Participants Below avg headcount
34th
Percentile by assets National rank
$15,462
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Helper Bees 401(k) Plan · Sponsored by The Helper Bees, Inc. · Texas · Healthcare & Social Assistance

$3M in assets, 191 participants

The Helper Bees, Inc.'s The Helper Bees 401(k) Plan reported $3M in total assets and 191 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,745 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

The Helper Bees 401(k) Plan covers 191 participants in Texas, about 28% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#5,745
in Healthcare & Social Assistance (16,916 peers)
+76.4%
assets growth YoY

The Helper Bees 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Helper Bees 401(k) Plan vs every filed plan by assets

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

$2,953,285 34th percentile higher than 34% 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

The Helper Bees 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. The Helper Bees 401(k) Plan sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Helper Bees 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The Helper Bees 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • The Helper Bees 401(k) Plan reported participants fell from 220 in the plan year 2023 filing to 191 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 475530219 · The Helper Bees, Inc. PY 2024 · 401(k)

The Helper Bees 401(k) Plan · $3M · 191 · 34th

  • EBSA $3M
  • PART 191
  • TYPE 34th
  • NET 401(k)
  • BOOK near Moxe Health 401(k) Plan
  • VS-ST ind #5745

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

The Helper Bees 401(k) Plan in the asset neighbourhood

The Helper Bees 401(k) Plan$3MMoxe Health 401(k) Plan$3MDakota Sweeping & Maintenance Co. 401(k) PlanDakota Sweeping & Maintenanc…$3MSmm 401(k) Plan$3MScottish Rite Masonic Museum & Library Retirement PlanScottish Rite Masonic Museum…$3M
End-of-year total assets ($M) among The Helper Bees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN475530219
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Helper Bees, Inc.)

Sponsor-wide plan assets over time

All The Helper Bees, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 393.8909263616645% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $0.6M $2.95M ▲ +391.7%
Year Plans Participants Total Assets
2022 1 204 $598K
2023 1 220 $2M
2024 1 191 $3M

Nearby 401(k) Plans in Texas

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

The Helper Bees 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Helper Bees 401(k) Plan, Total assets ($B): 0.002953285 · Participants: 191The Helper Bees 401(k) 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
The Helper Bees 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Helper Bees 401(k) Plan side-by-side with 3 peers →

The Helper Bees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Moxe Health 401(k) Plan in WI ($3M); by covered participants it is Brown-Campbell Company 401(k) Plan in MI (191 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (191 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 The Helper Bees 401(k) Plan assets move in 2024? ▼
The Helper Bees 401(k) Plan surged - up 76.4% during 2024, from $2M to $3M. Reported net income was $1M.
How have The Helper Bees, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Helper Bees, Inc.'s sponsor-wide assets grew 393.9%, from $598K to $3M.
Which 401(k) plans are similar in size to The Helper Bees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Moxe Health 401(k) Plan in WI ($3M, 91 participants).
Which 401(k) plans cover a similar participant headcount to The Helper Bees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brown-Campbell Company 401(k) Plan in MI (191 participants, $14M 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 475530219.

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.