Defined Benefit (Pension) · DOL Form 5500 · 2022

Helena Agri-Enterprises, LLC Pension Plan

Data updated 2026-08-25

$481M
Total assets Above avg plan size
789
Participants Near avg headcount
98th
Percentile by assets National rank
$609,938
Avg per participant High balance/head
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Official DOL plan name: Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees · Sponsored by Helena Agri-Enterprises, LLC · Tennessee · Wholesale Trade

$481M in assets, 789 participants

Helena Agri-Enterprises, LLC's Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees reported $481M in total assets and 789 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #6,753 in Wholesale Trade (6,843 peers)

Where Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees sits by assets

Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees sits in the top 5% of all filed plans by assets, $481M for 789 participants (~$609,938/participant), down 17.7% in 2022.

#6,753
in Wholesale Trade (6,843 peers)
-17.7%
assets change YoY
4.8×
vs typical plan assets (national mean)

The plan reported a net loss of $109M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees's outsized position by total assets

Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees vs every filed plan by assets

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

$481,240,922 Top 2% higher than 98% 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

Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees sits mid-pack in the medium band (789 participants).

Form 5500 schedule snapshot

Filing strip 710293688 · Helena Agri-Enterprises, LLC PY 2022 · Defined Benefit (Pension)

Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees · $481M · 789 · 98th

  • EIN $481M
  • EIN 789
  • EIN 98th
  • EIN Defined Benefit (Pension)
  • EIN near Foot Locker Retirement Plan
  • EIN ind #6753

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 Wholesale Trade retirement plans → · Plans in Tennessee →

Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees in the asset neighbourhood

Employees' Retirement Plan of Ametek, Inc.Employees' Retirement Plan o…$483MRetirement Plan for Employees of Devon Energy CorporationRetirement Plan for Employee…$482MHelena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative EmployeesHelena Agri-Enterprises, LLC…$481MFoot Locker Retirement Plan$481MFinra Employees Retirement PlanFinra Employees Retirement P…$479M
End-of-year total assets ($M) among Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$585M
Net Assets (End of Year)$473M
Net Income-$109M
Employer EIN710293688
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helena Agri-Enterprises, LLC)

Sponsor-wide plan assets over time

All Helena Agri-Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 26.207661876200167% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B$1.3B 202220232024 $0.98B $1.24B ▲ +26.5%
Year Plans Participants Total Assets
2022 3 6,460 $983M
2023 3 6,451 $1.1B
2024 3 6,965 $1.2B

Nearby Defined Benefit (Pension) Plans in Tennessee

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees, Total assets ($B): 0.481240922 · Participants: 789Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative EmployeesFedex Corporation Employees' Pension Plan, Total assets ($B): 25.607567505 · Participants: 119742Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.844607131 · Participants: 20914Retirement Plan of International Paper CompanyPension Plan for Employees at Ornl, Total assets ($B): 2.326549411 · Participants: 5460Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.039541449 · Participants: 2920Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, TennesseeNissan Employee Retirement Plan, Total assets ($B): 1.533696203 · Participants: 4575Nissan Employee Retirement Plan
Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees side-by-side with 3 peers →

Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Foot Locker Retirement Plan in NY ($481M); by covered participants it is Tegna Retirement Plan in VA (789 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($481M here).

Similar participant headcount

Nearest other-state filings by covered participants (789 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 Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees assets move in 2022? ▼
Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees declined sharply - down 17.7% during 2022, from $585M to $481M. Reported net income was -$109M.
How have Helena Agri-Enterprises, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helena Agri-Enterprises, LLC's sponsor-wide assets grew 26.2%, from $983M to $1.2B.
Where does Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees rank by assets among Form 5500 filers? ▼
Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Foot Locker Retirement Plan in NY ($481M, 6,029 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tegna Retirement Plan in VA (789 participants, $385M 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 710293688.

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.