401(k) · DOL Form 5500 · 2024

Helena Laboratories Corporation 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
302
Participants Below avg headcount
74th
Percentile by assets National rank
$83,020
Avg per participant Below avg balance/head
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Official DOL plan name: Helena Laboratories Corporation 401(k) Profit Sharing Plan · Sponsored by Helena Laboratories Corporation · Texas · Manufacturing

$25M in assets, 302 participants

Helena Laboratories Corporation's Helena Laboratories Corporation 401(k) Profit Sharing Plan reported $25M in total assets and 302 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #11,525 in Manufacturing (17,777 peers)

Coverage in Texas

Helena Laboratories Corporation 401(k) Profit Sharing Plan covers 302 participants in Texas, about 44% of the average Texas filer (state average ~688 per filing). Assets: $25M.

#11,525
in Manufacturing (17,777 peers)
+7.6%
assets growth YoY

Helena Laboratories Corporation 401(k) Profit Sharing Plan's outsized position by total assets

Helena Laboratories Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$25,072,173 Top 26% higher than 74% 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

Helena Laboratories Corporation 401(k) Profit Sharing 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. Helena Laboratories Corporation 401(k) Profit Sharing Plan sits mid-pack in the medium band (302 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Helena Laboratories Corporation 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Helena Laboratories Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 741718734 · Helena Laboratories Corporation PY 2024 · 401(k)

Helena Laboratories Corporation 401(k) Profit Sharing Plan · $25M · 302 · 74th

  • RANK $25M
  • PHOTO 302
  • IND 74th
  • EOY 401(k)
  • 5500 near Spyglass Corporate Services Group 401(k) Plan
  • ASSETS ind #11525

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 Manufacturing retirement plans → · Plans in Texas →

Helena Laboratories Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Helena Laboratories Corporation 401(k) Profit Sharing PlanHelena Laboratories Corporat…$25MSpyglass Corporate Services Group 401(k) PlanSpyglass Corporate Services …$25MNofziger Companies 401(k) Retirement Savings PlanNofziger Companies 401(k) Re…$25MOuster, Inc. 401(k) Plan$25MSigma Computing Inc 401(k) PlanSigma Computing Inc 401(k) P…$25M
End-of-year total assets ($M) among Helena Laboratories Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN741718734
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helena Laboratories Corporation)

Sponsor-wide plan assets over time

All Helena Laboratories Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$25M 17.629126069290734% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $21.3M $25.1M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 345 $21M
2023 1 301 $23M
2024 1 302 $25M

Nearby 401(k) Plans in Texas

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

Helena Laboratories Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Helena Laboratories Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.025072173 · Participants: 302Helena Laboratories Corporation 401(k) Profit Sharing 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
Helena Laboratories Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Helena Laboratories Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Helena Laboratories Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Spyglass Corporate Services Group 401(k) Plan in CA ($25M); by covered participants it is Sunworks 401(k) Plan & Trust in DE (302 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (302 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 Helena Laboratories Corporation 401(k) Profit Sharing Plan assets move in 2024? ▼
Helena Laboratories Corporation 401(k) Profit Sharing Plan grew at a solid clip - up 7.6% during 2024, from $23M to $25M. Reported net income was $2M.
How have Helena Laboratories Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helena Laboratories Corporation's sponsor-wide assets grew 17.6%, from $21M to $25M.
Which 401(k) plans are similar in size to Helena Laboratories Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spyglass Corporate Services Group 401(k) Plan in CA ($25M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Helena Laboratories Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunworks 401(k) Plan & Trust in DE (302 participants, N/A 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 741718734.

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.