Helios Technologies, Inc. 401(k) Plan: Login, Facts & Contact Information

Helios Technologies, Inc. 401(k) Plan Facts

Plan name
HELIOS TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing with a company-stock (ESOP) component
Plan sponsor
HELIOS TECHNOLOGIES, INC.
Participants
1,674 (1,463 active employees)
Former employees with a balance
422
Plan assets
$159,420,087 at Dec 31, 2024
Average account balance
$91,097 across 1,750 accounts
Employer contributions
$4,258,757 in plan year 2024 (37% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1979
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing✓ Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 24, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $11.6 million went into the plan in contributions, $4.26 million of it from the employer (37%).
  • $17.1 million was paid out to participants.
  • Investment and other income added $19.7 million.
  • Administrative expenses were $260,495, about $149 per account.

How the Helios Technologies, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019817$88.9 million$2.61 million$8.05 million
20201,182$115.8 million$3.23 million$22.2 million
20211,386$141.7 million$2.80 million$11.5 million
20221,460$113.6 million$2.99 million$5.49 million
20231,549$134.2 million$3.23 million$14.4 million
20241,674$159.4 million$4.26 million$17.1 million

Helios Technologies, Inc. 401(k) Contact Information

Phone
941-362-1200
Mailing address
7456 16TH STREET EAST, SARASOTA FL 34243
Plan sponsor
HELIOS TECHNOLOGIES, INC.
Employer identification number (EIN)
59-2754337
Plan number
001

Questions about the Helios Technologies, Inc. 401(k)

Does Helios Technologies, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4.26 million, 37% of all contributions.

Does the Helios Technologies, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Helios Technologies, Inc 401(k) plan?

1,674 participants at the start of plan year 2024, 1,463 of them active employees, and 422 former employees who still had money in the plan.

What is the average 401(k) balance at Helios Technologies, Inc?

About $91,097 per account: $159.4 million in plan assets across 1,750 accounts with a balance at the end of plan year 2024.

Who manages the Helios Technologies, Inc 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Helios Technologies, Inc. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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