401(k) · DOL Form 5500 · 2022

Western Beef Retail, Inc 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
1,356
Participants Near avg headcount
79th
Percentile by assets National rank
$16,822
Avg per participant Low balance/head
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Official DOL plan name: Western Beef Retail, Inc. 401(k) Profit Sharing Plan · Sponsored by Western Beef Retail, Inc · New York · Retail Trade

$23M in assets, 1,356 participants

Western Beef Retail, Inc's Western Beef Retail, Inc. 401(k) Profit Sharing Plan reported $23M in total assets and 1,356 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #8,367 in Retail Trade (9,519 peers)

Where Western Beef Retail, Inc. 401(k) Profit Sharing Plan sits by assets

Western Beef Retail, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $23M for 1,356 participants (~$16,822/participant), down 20.1% in 2022.

#8,367
in Retail Trade (9,519 peers)
-20.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Western Beef Retail, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Western Beef Retail, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$22,810,149 Top 21% higher than 79% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Western Beef Retail, Inc. 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Beef Retail, Inc. 401(k) Profit Sharing Plan lands in the large band (1,356 participants).

EBSA filing schedule strip

Filing strip 112778081 · Western Beef Retail, Inc PY 2022 · 401(k)

Western Beef Retail, Inc. 401(k) Profit Sharing Plan · $23M · 1,356 · 79th

  • PHOTO $23M
  • IND 1,356
  • EOY 79th
  • 5500 401(k)
  • ASSETS near Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust
  • PCT ind #8367

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 Retail Trade retirement plans → · Plans in New York →

Western Beef Retail, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Western Beef Retail, Inc. 401(k) Profit Sharing PlanWestern Beef Retail, Inc. 40…$23MBreckenridge Is, Inc. 401(k) Profit Sharing Plan and TrustBreckenridge Is, Inc. 401(k)…$23MEqt Exeter Property Group, LLC 401(k) PlanEqt Exeter Property Group, L…$23MDrury Southwest, Inc.$23MBrown Schultz Sheridan & Fritz Retirement PlanBrown Schultz Sheridan & Fri…$23M
End-of-year total assets ($M) among Western Beef Retail, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$23M
Net Income-$6M
Employer EIN112778081
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Beef Retail, Inc)

Sponsor-wide plan assets over time

All Western Beef Retail, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$28M 24.795984454112947% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $22.8M $28.5M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 1,356 $23M
2023 1 1,265 $26M
2024 1 1,265 $28M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Western Beef Retail, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Western Beef Retail, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.022810149 · Participants: 1356Western Beef Retail, Inc. 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Western Beef Retail, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Western Beef Retail, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Western Beef Retail, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust in GA ($23M); by covered participants it is Highline Warren LLC 401(k)Plan in TN (1,356 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,356 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Western Beef Retail, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Western Beef Retail, Inc. 401(k) Profit Sharing Plan declined sharply - down 20.1% during 2022, from $29M to $23M. Reported net income was -$6M.
How have Western Beef Retail, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Beef Retail, Inc's sponsor-wide assets grew 24.8%, from $23M to $28M.
Where does Western Beef Retail, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Western Beef Retail, Inc. 401(k) Profit Sharing Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Western Beef Retail, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Breckenridge Is, Inc. 401(k) Profit Sharing Plan and Trust in GA ($23M, 408 participants).
Which 401(k) plans cover a similar participant headcount to Western Beef Retail, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Highline Warren LLC 401(k)Plan in TN (1,356 participants, $64M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112778081.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.