401(k) · DOL Form 5500 · 2024
Self-Help Enterprises 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 249
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $84,613
- Avg per participant Below avg balance/head
Official DOL plan name: Self-Help Enterprises Retirement Plan · Sponsored by Self-Help Enterprises · California · Healthcare & Social Assistance
$21M in assets, 249 participants
Self-Help Enterprises's Self-Help Enterprises Retirement Plan reported $21M in total assets and 249 participants in its 2024 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.
- #12,796 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Self-Help Enterprises Retirement Plan covers 249 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $21M.
- #12,796
- in Healthcare & Social Assistance (16,916 peers)
- +16.4%
- assets growth YoY
Self-Help Enterprises Retirement Plan's outsized position by total assets
Self-Help Enterprises Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,068,659 Top 29% higher than 71% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Self-Help Enterprises Retirement 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. Self-Help Enterprises Retirement Plan sits mid-pack in the medium band (249 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Self-Help Enterprises Retirement Plan reported participants rose from 202 in the plan year 2023 filing to 249 in the plan year 2024 filing.
- Self-Help Enterprises Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Self-Help Enterprises Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 941592676 · Self-Help Enterprises PY 2024 · 401(k)
Self-Help Enterprises Retirement Plan · $21M · 249 · 71st
- EOY $21M
- 5500 249
- ASSETS 71st
- PCT 401(k)
- EIN near Lightbeam Health Solutions 401(k) Plan
- RANK ind #12796
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 Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 941592676 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING 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
| 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.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Self-Help Enterprises Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Lightbeam Health Solutions 401(k) Plan in TX ($21M); by covered participants it is Premier Health Services, Inc. 401 (K) Plan in DC (249 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Lightbeam Health Solutions 401(k) Plan (TX) $21M · 257
- Mason Brothers 401(k) Profit Sharing Plan (MN) $21M · 237
- Barkbox, Inc. 401(k) Plan (NY) $21M · 613
- Ipas, Inc. 401(k) Plan (NC) $21M · 78
Similar participant headcount
Nearest other-state filings by covered participants (249 participants); asset peers above are excluded.
- Premier Health Services, Inc. 401 (K) Plan (DC) 249 · 0 off
- Eastern Roofing Systems, Inc. 401(k) Plan (PA) 249 · 0 off
- Nts Development Company Retirement Savings Plan (KY) 249 · 0 off
- Gmt Retirement Plan (PR) 249 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.