Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team · June 17, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Helena Agri-Enterprises, LLC · Tennessee · Wholesale Trade

What the 2023 filing shows

Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers holds $14M for 87 participants — about $159,472 per participant, down 22.3% over the 2022 plan year.

$14M
total plan assets (2022 EOY): 87
covered participants: $159,472
avg assets per participant: -22.3%
assets change YoY

The plan reported a net loss of $4M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$14M

Participants

State

Tennessee

Industry

Wholesale Trade

What the Filing Says About Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers

Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers is a Other retirement plan sponsored by Helena Agri-Enterprises, LLC, headquartered in Tennessee. As of the 2022 Form 5500 filing, the plan reports $14M in total end-of-year assets and covers 87 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 710293688, and the plan has been effective since 1981-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2022 to $14M at year-end — a decline of 22.3%. Net assets (after liabilities) closed the year at $14M, with reported net income of $-3,826,100 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$18M
Total Assets (End of Year)	$14M
Net Assets (End of Year)	$14M
Net Income	$-3,826,100
Plan Type	Other
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

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Related Data

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Frequently Asked Questions

How much money is in the Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers? ▼

As of the 2022 Form 5500 filing, Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers holds $14M in total assets with 87 participants. It is sponsored by Helena Agri-Enterprises, LLC.

What type of plan is Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers? ▼

Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers is a Other plan. It has been effective since 1981-01-01. The plan is filed with the U.S. Department of Labor under EIN 710293688.

Who sponsors the Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers? ▼

Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers is sponsored by Helena Agri-Enterprises, LLC, located in Tennessee. The sponsor's EIN is 710293688 and the plan operates in the Wholesale Trade industry.

How did Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers perform in 2022? ▼

Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers declined by 22.3% during 2022, moving from $18M to $14M in total assets. Net income was $-3,826,100.

Where can I find official filings for Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers? ▼

Official Form 5500 filings for Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 710293688 or plan name at efast.dol.gov.

How does Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers compare to other plans? ▼

You can compare Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers against other Other plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.