401(k) · DOL Form 5500 · 2024

Edd Helms Group Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
92
Participants Small participant base
42nd
Percentile by assets National rank
$53,169
Avg per participant Low balance/head
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Official DOL plan name: Edd Helms Group, Inc. 401(k) Plan · Sponsored by Edd Helms Group Inc. · Florida · Construction

$5M in assets, 92 participants

Edd Helms Group Inc.'s Edd Helms Group, Inc. 401(k) Plan reported $5M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #3,621 in Construction (9,039 peers)

What the 2024 filing shows

Edd Helms Group, Inc. 401(k) Plan holds $5M for 92 participants - about $53,169 per participant, in the lower half of filed plans by assets.

#3,621
in Construction (9,039 peers)
-3.4%
assets change YoY

The plan reported a net loss of $170K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edd Helms Group, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Edd Helms Group, Inc. 401(k) Plan vs every filed plan by assets

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

$4,891,504 42nd percentile higher than 42% 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

Edd Helms Group, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edd Helms Group, Inc. 401(k) Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edd Helms Group, Inc. 401(k) Plan reported net income fell from $464K in the plan year 2023 filing to -$170K in the plan year 2024 filing.
  • Edd Helms Group, Inc. 401(k) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Edd Helms Group, Inc. 401(k) Plan reported participants fell from 93 in the plan year 2023 filing to 92 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 592605868 · Edd Helms Group Inc. PY 2024 · 401(k)

Edd Helms Group, Inc. 401(k) Plan · $5M · 92 · 42nd

  • PART $5M
  • TYPE 92
  • NET 42nd
  • BOOK 401(k)
  • VS-ST near Warmboard, Inc. 401(k) Plan
  • BOY ind #3621

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 Construction retirement plans → · Plans in Florida →

Edd Helms Group, Inc. 401(k) Plan in the asset neighbourhood

Edd Helms Group, Inc. 401(k) PlanEdd Helms Group, Inc. 401(k)…$5MWarmboard, Inc. 401(k) Plan$5MJr Katz, LLC 401(k) Plan$5MNimbis Services Inc. Retirement PlanNimbis Services Inc. Retirem…$5MOil Well Service Co. Employees 401(k) PlanOil Well Service Co. Employe…$5M
End-of-year total assets ($M) among Edd Helms Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$170K
Employer EIN592605868
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edd Helms Group Inc.)

Sponsor-wide plan assets over time

All Edd Helms Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 6.397574446157737% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M$5.2M 202220232024 $4.6M $4.89M ▲ +6.3%
Year Plans Participants Total Assets
2022 1 89 $5M
2023 1 93 $5M
2024 1 92 $5M

Nearby 401(k) Plans in Florida

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

Edd Helms Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Edd Helms Group, Inc. 401(k) Plan, Total assets ($B): 0.004891504 · Participants: 92Edd Helms Group, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Edd Helms Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Edd Helms Group, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Warmboard, Inc. 401(k) Plan in CA ($5M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Edd Helms Group, Inc. 401(k) Plan assets move in 2024? ▼
Edd Helms Group, Inc. 401(k) Plan edged down modestly - down 3.4% during 2024, from $5M to $5M. Reported net income was -$170K.
How have Edd Helms Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edd Helms Group Inc.'s sponsor-wide assets grew 6.4%, from $5M to $5M.
Which 401(k) plans are similar in size to Edd Helms Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Warmboard, Inc. 401(k) Plan in CA ($5M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Edd Helms Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants, $487K 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 592605868.

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.