401(k) · DOL Form 5500 · 2024

J.S. Helwig & Son, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
377
Participants Below avg headcount
30th
Percentile by assets National rank
$5,611
Avg per participant Low balance/head
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Official DOL plan name: J.S. Helwig & Son, LLC 401(k) Plan · Sponsored by J.S. Helwig & Son, LLC · Texas · Transportation & Warehousing

$2M in assets, 377 participants

J.S. Helwig & Son, LLC's J.S. Helwig & Son, LLC 401(k) Plan reported $2M in total assets and 377 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,006 in Transportation & Warehousing (3,299 peers)

J.S. Helwig & Son, LLC multi-year trail

J.S. Helwig & Son, LLC's plans moved +200.6% in assets from 2022 to 2024; this filing shows J.S. Helwig & Son, LLC 401(k) Plan at $2M / 377 participants.

#1,006
in Transportation & Warehousing (3,299 peers)
+22.9%
assets growth YoY

J.S. Helwig & Son, LLC 401(k) Plan among the smaller filed plans by assets

J.S. Helwig & Son, LLC 401(k) Plan vs every filed plan by assets

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

$2,115,172 30th percentile higher than 30% 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

J.S. Helwig & Son, LLC 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. J.S. Helwig & Son, LLC 401(k) Plan sits mid-pack in the medium band (377 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • J.S. Helwig & Son, LLC 401(k) Plan end-of-year assets rose from $704K in the plan year 2022 filing to $2M in the plan year 2024 filing.
  • J.S. Helwig & Son, LLC 401(k) Plan reported net income fell from $696K in the plan year 2022 filing to $394K in the plan year 2024 filing.
  • J.S. Helwig & Son, LLC 401(k) Plan reported participants fell from 404 in the plan year 2022 filing to 377 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Form 5500 schedule snapshot

Filing strip 204068122 · J.S. Helwig & Son, LLC PY 2024 · 401(k)

J.S. Helwig & Son, LLC 401(k) Plan · $2M · 377 · 30th

  • PCT $2M
  • EIN 377
  • RANK 30th
  • PHOTO 401(k)
  • IND near Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan
  • EOY ind #1006

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 Transportation & Warehousing retirement plans → · Plans in Texas →

J.S. Helwig & Son, LLC 401(k) Plan in the asset neighbourhood

J.S. Helwig & Son, LLC 401(k) PlanJ.S. Helwig & Son, LLC 401(k…$2MKunkel Insurance Agency, Inc. Safe Harbor 401(k) PlanKunkel Insurance Agency, Inc…$2MNorthern Tier Counseling, Inc. Tax Deferred Annuity PlanNorthern Tier Counseling, In…$2MPloutus Advisors Tax Corp. Retirement PlanPloutus Advisors Tax Corp. R…$2MLaw Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing PlanLaw Offices of Schwartz & Ce…$2M
End-of-year total assets ($M) among J.S. Helwig & Son, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

J.S. Helwig & Son, LLC multi-year asset trail

Sponsor-wide plan assets over time

All J.S. Helwig & Son, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 200.62351210568582% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 20222024 $0.7M $2.12M ▲ +202.9%
Year Plans Participants Total Assets
2022 1 404 $704K
2024 1 377 $2M

J.S. Helwig & Son, LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$394K
Employer EIN204068122
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

J.S. Helwig & Son, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants J.S. Helwig & Son, LLC 401(k) Plan, Total assets ($B): 0.002115172 · Participants: 377J.S. Helwig & Son, LLC 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
J.S. Helwig & Son, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare J.S. Helwig & Son, LLC 401(k) Plan side-by-side with 3 peers →

J.S. Helwig & Son, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan in IN ($2M); by covered participants it is Steven Douglas Associates LLC 401(k) Profit Sharing Plan in FL (377 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (377 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 J.S. Helwig & Son, LLC 401(k) Plan assets move in 2024? ▼
J.S. Helwig & Son, LLC 401(k) Plan grew sharply - up 22.9% during 2024, from $2M to $2M. Reported net income was $394K.
How have J.S. Helwig & Son, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), J.S. Helwig & Son, LLC's sponsor-wide assets grew 200.6%, from $704K to $2M.
Which 401(k) plans are similar in size to J.S. Helwig & Son, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kunkel Insurance Agency, Inc. Safe Harbor 401(k) Plan in IN ($2M, 8 participants).
Which 401(k) plans cover a similar participant headcount to J.S. Helwig & Son, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Steven Douglas Associates LLC 401(k) Profit Sharing Plan in FL (377 participants, $23M 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 204068122.

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.