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Employer · plans filed under one EIN

Helicopters, Inc.

Cahokia, IL · Transportation and warehousing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$3.2Mnet assets across plans
492participant records419 active
$2.3Memployer contributions, latest plan years$5,425 per active record
$35KSchedule C compensation to organisations$71.68 per participant record

Helicopters, Inc., based in Cahokia, Illinois, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 492 participant records and $3.2M in net assets.

The largest is Helicopters, Inc. Employee Savings & Retirement Plan, a 401(k) plan with 302 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $2.3M and participant contributions $810K in the latest plan years; benefits paid were $1.0M. Schedule C compensation reported to service provider organisations totalled $35K.

Combined net assets moved from $3.4M in 2009 to $3.2M in 2024 (down 7%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Helicopters, Inc. Employee Savings & Retirement Plan401(k) plan2024302$11.9M$39,377$0$35K
Helicopters, Inc. Employee Stock Ownership Planemployee stock ownership plan2024190−$8.7M—$13,529$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $3.4M2010: $3.8M2011: $4.1M2012: $4.9M2013: $5.8M2014: $6.9M2015: $7.2M2016: −$23.9M2017: −$18.1M2018: −$17.0M2019: −$9.0M2020: −$9.3M2021: −$6.9M2022: −$8.0M2023: −$504K2024: $3.2M$3.4M$7.2M$3.2M20092012201620202024
Combined net assets
2009: 1372010: 1602011: 1552012: 1472013: 1472014: 1612015: 1692016: 4032017: 4532018: 5232019: 4802020: 4592021: 4532022: 4602023: 4522024: 49213752349220092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242492$3.2M$2.3M$810K
20232452−$504K$2.2M$772K
20222460−$8.0M$2.2M$723K
20212453−$6.9M$2.1M$592K
20202459−$9.3M$2.1M$485K
20192480−$9.0M$2.1M$494K
20182523−$17.0M$2.1M$458K
20172453−$18.1M$2.1M$438K
20162403−$23.9M$1.6M$462K
20151169$7.2M$131K$402K
20141161$6.9M$128K$396K
20131147$5.8M$115K$341K
20121147$4.9M$105K$334K
20111155$4.1M$122K$332K
20101160$3.8M$31K$78K
20091137$3.4M$125K$332K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Northwestern Mutual Wealth MGMT Co.Investment advisory (plan)1$21,212
Fidelity Investments InstitutionalParticipant loan processing1$14,054

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Northwestern Mutual Wealth MGMT Co.$21K
Fidelity Investments Institutional$14K

Questions and answers

How many retirement plans does Helicopters, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Helicopters, Inc. Employee Savings & Retirement Plan and Helicopters, Inc. Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Helicopters, Inc. contribute to its plans?

$2,272,926 in employer contributions across these plans in their latest plan years, about $5,425 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Northwestern Mutual Wealth MGMT Co. and Fidelity Investments Institutional. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.