Defined Benefit (Pension) · DOL Form 5500 · 2022
Helena Agri-Enterprises, LLC Pension Plan
Data updated 2026-08-11
- $481M
- Total assets
- 789
- Participants
- 98th
- Percentile by assets
- $609,938
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $481M
- total plan assets (2022 EOY)
- 789
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $609,938
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 4.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $585M |
|---|---|
| Net Assets (End of Year) | $473M |
| Net Income | -$109M |
| Employer EIN | 710293688 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Helena Agri-Enterprises, LLC)
| 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
- Fedex Corporation Employees' Pension Plan $25.6B · 119,742
- Retirement Plan of International Paper Company $8.8B · 20,914
- Pension Plan for Employees at Ornl $2.3B · 5,460
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.0B · 2,920
- Nissan Employee Retirement Plan $1.5B · 4,575
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees by total assets, not by location.
- Foot Locker Retirement Plan (NY) $481M · 6,029
- Retirement Plan for Employees of Devon Energy Corporation (OK) $482M · 181
- Employees' Retirement Plan of Ametek, Inc. (PA) $483M · 214
- Finra Employees Retirement Plan (DC) $479M · 1,318
Frequently Asked Questions
How did Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees assets move in 2022? ▼
How have Helena Agri-Enterprises, LLC plan assets changed over time? ▼
Where does Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees rank by assets among Form 5500 filers? ▼
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Ways to act on Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees's numbers.
- By total assets, Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Tennessee. Compare plans
- Helena Agri-Enterprises, LLC's sponsor-wide assets have grown 26.2% since 2022 across 3 plan years on file. More Wholesale Trade plans