Defined Benefit (Pension) · DOL Form 5500 · 2022
Helena Agri-Enterprises, LLC Pension Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 87
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $159,472
- Avg per participant Above avg balance/head
Official DOL plan name: Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers · Sponsored by Helena Agri-Enterprises, LLC · Tennessee · Wholesale Trade
$14M in assets, 87 participants
Helena Agri-Enterprises, LLC's Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers reported $14M in total assets and 87 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #4,545 in Wholesale Trade (6,843 peers)
Helena Agri-Enterprises, LLC multi-year trail
Helena Agri-Enterprises, LLC's plans moved +26.2% in assets from 2022 to 2024; this filing shows Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers at $14M / 87 participants.
- #4,545
- in Wholesale Trade (6,843 peers)
- -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.
Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers's outsized position by total assets
Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,874,043 Top 29% higher than 71% of 139,123 filed plans
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 Production Workers & Truck Drivers among smaller 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 Production Workers & Truck Drivers is a small filing (87 participants) on this national headcount ladder.
DOL schedule card
Filing strip 710293688 · Helena Agri-Enterprises, LLC PY 2022 · Defined Benefit (Pension)
Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers · $14M · 87 · 71st
- VS-ST $14M
- BOY 87
- SCH 71st
- EBSA Defined Benefit (Pension)
- PART near Gulf Coast Educators Fcu Employees' Pension Plan
- TYPE ind #4545
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 Production Workers & Truck Drivers in the asset neighbourhood
Helena Agri-Enterprises, LLC multi-year asset trail
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,460 | $983M |
| 2023 | 3 | 6,451 | $1.1B |
| 2024 | 3 | 6,965 | $1.2B |
Helena Agri-Enterprises, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$4M |
| Employer EIN | 710293688 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Gulf Coast Educators Fcu Employees' Pension Plan in TX ($14M); by covered participants it is Columbus Orthopaedic Clinic, P.a. Cash Balance Plan in MS (87 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Gulf Coast Educators Fcu Employees' Pension Plan (TX) $14M · 138
- Heartland Coca-Cola Bargaining Employees' Pension Plan (KS) $14M · 349
- Los Angeles Philharmonic Assoc and Musician Union, Local 47, American Federation of Musicians Pension Trust (CA) $14M · 34
- Diamond Foods Inc, Bargaining Unit Pension Plan (CA) $14M · 289
Similar participant headcount
Nearest other-state filings by covered participants (87 participants); asset peers above are excluded.
- Columbus Orthopaedic Clinic, P.a. Cash Balance Plan (MS) 87 · 0 off
- Ironworkers 568 Retirement Plan (MD) 87 · 0 off
- Caspari, Inc. Defined Benefit Pension Plan (CT) 87 · 0 off
- Retirement Plan for Select GE Businesses (CT) 87 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.