Plan Ledger DOL Form 5500 · updated monthly

Helicopter Services Group, Inc.401(k)

ROTORCRAFT SERVICES GROUP 401(K) PLAN · FORT WORTH, TX · plan year 2022

Reported admin expense ratio · 2022
1.56%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Helicopter Services Group, Inc. reported $61,644 in plan administrative expenses for 2022: 1.56% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,065 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Texas (4,414th of 5,688), and 1,840th of 2,677 in transportation & warehousing. In 2022, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,597,683
Participants with balances84
Active participants78
Employer contributions$161,067
Employee contributions$270,436
Employer contribution per active participant$2,065
Average account balance$42,830
Benefits paid to participants$322,303
Plan auditUnmodified (clean) audit opinion
AuditorMILBURN RAY & COMPANY, L.L.P.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$61,644
Total administrative$61,644
The Helicopter Services Group, Inc. 401(k) match · 2022
Employer contribution per active participant$2,065
Median for plans this size$1,114

Helicopter Services Group, Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$61,644 · 1.56%
Similar plansTransportation & Warehousing · Texas
Daniel B. Hastings, Inc. TX$4.0M · 0.01%
Tbc - the Boring Company TX$3.8M · 0.16%
Cletex Trucking, Inc. TX$3.7M · 0.05%
Fetch Package Inc. TX$3.5M · 1.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900788871 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.