Helion Energy
Plan context: Helion Energy Retirement Trust
EIN 46-3247574 • Everett, WA • 9 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
312
2024 Assets
$7,944,677
2024 Contributions
$3,644,202
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 312 | $7,944,677 | $3,644,202 | $11,680iApproximate average salary by contribution assumption: employee only about $292,003 at 4% or $194,669 at 6%; with 50% employer match about $194,669 at 4% or $129,779 at 6%; with 100% employer match about $146,002 at 4% or $97,334 at 6%. |
| Helion Energy Retirement Trust | - | 310 | $7,944,677 | $3,644,202 | $11,755iApproximate average salary by contribution assumption: employee only about $293,887 at 4% or $195,925 at 6%; with 50% employer match about $195,925 at 4% or $130,617 at 6%; with 100% employer match about $146,944 at 4% or $97,962 at 6%. |
| Helion Energy Health and Welfare Plan | - | 312 | - | - | - |
| 2023 | 2 | 255 | $3,889,364 | $2,011,531 | $7,888iApproximate average salary by contribution assumption: employee only about $197,209 at 4% or $131,473 at 6%; with 50% employer match about $131,473 at 4% or $87,648 at 6%; with 100% employer match about $98,604 at 4% or $65,736 at 6%. |
| Helion Energy Retirement Trust | - | 255 | $3,889,364 | $2,011,531 | $7,888iApproximate average salary by contribution assumption: employee only about $197,209 at 4% or $131,473 at 6%; with 50% employer match about $131,473 at 4% or $87,648 at 6%; with 100% employer match about $98,604 at 4% or $65,736 at 6%. |
| Helion Energy Health and Welfare Plan | - | 218 | - | - | - |
| 2022 | 1 | 103 | $1,604,009 | $653,614 | $6,346iApproximate average salary by contribution assumption: employee only about $158,644 at 4% or $105,763 at 6%; with 50% employer match about $105,763 at 4% or $70,509 at 6%; with 100% employer match about $79,322 at 4% or $52,881 at 6%. |
| Helion Energy Retirement Trust | - | 103 | $1,604,009 | $653,614 | $6,346iApproximate average salary by contribution assumption: employee only about $158,644 at 4% or $105,763 at 6%; with 50% employer match about $105,763 at 4% or $70,509 at 6%; with 100% employer match about $79,322 at 4% or $52,881 at 6%. |
| 2021 | 1 | 52 | $1,206,073 | $316,121 | $6,079iApproximate average salary by contribution assumption: employee only about $151,981 at 4% or $101,321 at 6%; with 50% employer match about $101,321 at 4% or $67,547 at 6%; with 100% employer match about $75,991 at 4% or $50,660 at 6%. |
| Helion Energy Retirement Trust | - | 52 | $1,206,073 | $316,121 | $6,079iApproximate average salary by contribution assumption: employee only about $151,981 at 4% or $101,321 at 6%; with 50% employer match about $101,321 at 4% or $67,547 at 6%; with 100% employer match about $75,991 at 4% or $50,660 at 6%. |
| 2020 | 1 | 28 | $757,440 | $192,494 | $6,875iApproximate average salary by contribution assumption: employee only about $171,870 at 4% or $114,580 at 6%; with 50% employer match about $114,580 at 4% or $76,387 at 6%; with 100% employer match about $85,935 at 4% or $57,290 at 6%. |
| Helion Energy Retirement Trust | - | 28 | $757,440 | $192,494 | $6,875iApproximate average salary by contribution assumption: employee only about $171,870 at 4% or $114,580 at 6%; with 50% employer match about $114,580 at 4% or $76,387 at 6%; with 100% employer match about $85,935 at 4% or $57,290 at 6%. |
| 2019 | 1 | 23 | $480,666 | $228,532 | $9,936iApproximate average salary by contribution assumption: employee only about $248,404 at 4% or $165,603 at 6%; with 50% employer match about $165,603 at 4% or $110,402 at 6%; with 100% employer match about $124,202 at 4% or $82,801 at 6%. |
| Helion Energy Retirement Trust | - | 23 | $480,666 | $228,532 | $9,936iApproximate average salary by contribution assumption: employee only about $248,404 at 4% or $165,603 at 6%; with 50% employer match about $165,603 at 4% or $110,402 at 6%; with 100% employer match about $124,202 at 4% or $82,801 at 6%. |
| 2018 | 1 | 22 | $203,269 | $246,476 | $11,203iApproximate average salary by contribution assumption: employee only about $280,086 at 4% or $186,724 at 6%; with 50% employer match about $186,724 at 4% or $124,483 at 6%; with 100% employer match about $140,043 at 4% or $93,362 at 6%. |
| Helion Energy Retirement Trust | - | 22 | $203,269 | $246,476 | $11,203iApproximate average salary by contribution assumption: employee only about $280,086 at 4% or $186,724 at 6%; with 50% employer match about $186,724 at 4% or $124,483 at 6%; with 100% employer match about $140,043 at 4% or $93,362 at 6%. |