401(k) · DOL Form 5500 · 2023

Self-Help Enterprises 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
202
Participants Below avg headcount
71st
Percentile by assets National rank
$89,614
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Self-Help Enterprises Employees' 401(k) Retirement Plan · Sponsored by Self-Help Enterprises · California · Healthcare & Social Assistance

$18M in assets, 202 participants

Self-Help Enterprises's Self-Help Enterprises Employees' 401(k) Retirement Plan reported $18M in total assets and 202 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,339 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Self-Help Enterprises Employees' 401(k) Retirement Plan covers 202 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $18M.

#13,339
in Healthcare & Social Assistance (17,684 peers)
+22.0%
assets growth YoY

Self-Help Enterprises Employees' 401(k) Retirement Plan's outsized position by total assets

Self-Help Enterprises Employees' 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$18,102,024 Top 29% higher than 71% of 127,068 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 2023

Self-Help Enterprises Employees' 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Self-Help Enterprises Employees' 401(k) Retirement Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Self-Help Enterprises Employees' 401(k) Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Self-Help Enterprises Employees' 401(k) Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Self-Help Enterprises Employees' 401(k) Retirement Plan reported participants rose from 181 in the plan year 2022 filing to 202 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941592676 · Self-Help Enterprises PY 2023 · 401(k)

Self-Help Enterprises Employees' 401(k) Retirement Plan · $18M · 202 · 71st

  • VS-ST $18M
  • VS-ST 202
  • VS-ST 71st
  • VS-ST 401(k)
  • VS-ST near Hugo's 401(k) Profit Sharing Plan and Trust
  • VS-ST ind #13339

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 California →

Self-Help Enterprises Employees' 401(k) Retirement Plan in the asset neighbourhood

Co-Op 401(k) Plan$18MSelf-Help Enterprises Employees' 401(k) Retirement PlanSelf-Help Enterprises Employ…$18MHugo's 401(k) Profit Sharing Plan and TrustHugo's 401(k) Profit Sharing…$18MDahl Automotive La Crosse, Inc. 401(k) PlanDahl Automotive La Crosse, I…$18MThe Apparel Group, Ltd. Employee Savings and Protection PlanThe Apparel Group, Ltd. Empl…$18M
End-of-year total assets ($M) among Self-Help Enterprises Employees' 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN941592676
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Self-Help Enterprises)

Sponsor-wide plan assets over time

All Self-Help Enterprises plans reported in each filing year

Latest sponsor-wide plan assets
$21M 41.94160311113758% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.8M $21.1M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 181 $15M
2023 1 202 $18M
2024 1 249 $21M

Nearby 401(k) Plans in California

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

Self-Help Enterprises Employees' 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Self-Help Enterprises Employees' 401(k) Retirement Plan, Total assets ($B): 0.018102024 · Participants: 202Self-Help Enterprises Employees' 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Self-Help Enterprises Employees' 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Self-Help Enterprises Employees' 401(k) Retirement Plan side-by-side with 3 peers →

Self-Help Enterprises Employees' 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hugo's 401(k) Profit Sharing Plan and Trust in ND ($18M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Self-Help Enterprises Employees' 401(k) Retirement Plan assets move in 2023? ▼
Self-Help Enterprises Employees' 401(k) Retirement Plan grew sharply - up 22.0% during 2023, from $15M to $18M. Reported net income was $3M.
How have Self-Help Enterprises plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Self-Help Enterprises's sponsor-wide assets grew 41.9%, from $15M to $21M.
Which 401(k) plans are similar in size to Self-Help Enterprises Employees' 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hugo's 401(k) Profit Sharing Plan and Trust in ND ($18M, 638 participants).
Which 401(k) plans cover a similar participant headcount to Self-Help Enterprises Employees' 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantage Engineers, LLC 401(k) Plan in MD (202 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941592676.

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.