401(k) · DOL Form 5500 · 2022
Helena Agri-Enterprises, LLC 401(k) Plan
Data updated 2026-08-25
- $487M
- Total assets Above avg plan size
- 5,584
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $87,292
- Avg per participant Below avg balance/head
Official DOL plan name: Helena Agri-Enterprises, LLC Savings Plan · Sponsored by Helena Agri-Enterprises, LLC · Tennessee · Wholesale Trade
$487M in assets, 5,584 participants
Helena Agri-Enterprises, LLC's Helena Agri-Enterprises, LLC Savings Plan reported $487M in total assets and 5,584 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.
- #6,754 in Wholesale Trade (6,843 peers)
Coverage in Tennessee
Helena Agri-Enterprises, LLC Savings Plan covers 5,584 participants in Tennessee, 5.0x the typical Tennessee plan (state average ~1,126 per filing). Assets: $487M.
- #6,754
- in Wholesale Trade (6,843 peers)
- -13.3%
- assets change YoY
- 4.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $74M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Helena Agri-Enterprises, LLC Savings Plan's outsized position by total assets
Helena Agri-Enterprises, LLC Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$487,440,561 Top 2% higher than 98% 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 Savings 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. Helena Agri-Enterprises, LLC Savings Plan lands in the large band (5,584 participants).
Published 5500 schedule card
Filing strip 710293688 · Helena Agri-Enterprises, LLC PY 2022 · 401(k)
Helena Agri-Enterprises, LLC Savings Plan · $487M · 5,584 · 98th
- EIN $487M
- RANK 5,584
- PHOTO 98th
- IND 401(k)
- EOY near Xpo Logistics, Inc 401(k) Plan
- 5500 ind #6754
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 Savings Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $562M |
|---|---|
| Net Assets (End of Year) | $487M |
| Net Income | -$74M |
| Employer EIN | 710293688 |
| Plan Effective Date | 1985-04-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,460 | $983M |
| 2023 | 3 | 6,451 | $1.1B |
| 2024 | 3 | 6,965 | $1.2B |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $21.0B · 220,835
- Hca 401(k) Plan $18.7B · 280,576
- International Paper Company Salaried Savings Plan $4.2B · 11,839
- Federal Express Corporation Pilots Retirement Savings Plan $4.0B · 5,305
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.0B · 62,485
Scale composition for Helena Agri-Enterprises, LLC Savings Plan
Helena Agri-Enterprises, LLC Savings Plan reports $487M in end-of-year assets across 5,584 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $87,292 per participant (63% of the national average assets-per-participant) . Net income for plan year 2022 was -$74M.
This plan identity (EIN 710293688, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $487M to $678M (+39.1%) while covered participants moved from 5,584 to 6,228 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,584 | $487M | This page |
| 2023 | 5,662 | $595M | Open filing |
| 2024 · index core | 6,228 | $678M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Helena Agri-Enterprises, LLC Savings Plan (401(k), $678M, 6,228 participants)
- Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees (Defined Benefit (Pension), $547M, 668 participants)
Helena Agri-Enterprises, LLC Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Xpo Logistics, Inc 401(k) Plan in OR ($488M); by covered participants it is The Wonderful Company LLC 401(k) Plan in CA (5,584 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($487M here).
- Xpo Logistics, Inc 401(k) Plan (OR) $488M · 19,909
- Weatherford International, LLC 401(k) Savings Plan (TX) $488M · 2,960
- Freudenberg Companies 401(k) Retirement Plan (MI) $489M · 6,103
- Fish & Richardson Profit Sharing 401(k) Plan (MN) $486M · 1,016
Similar participant headcount
Nearest other-state filings by covered participants (5,584 participants); asset peers above are excluded.
- The Wonderful Company LLC 401(k) Plan (CA) 5,584 · 0 off
- Coborn's Incorporated Employees Profit Sharing 401(k) Plan (MN) 5,583 · 1 off
- Valet Living, LLC 401(k) Profit Sharing Plan (FL) 5,585 · 1 off
- Brotherhood of Locomotive Engineers 401(k) Savings Employees of Csx Transportation Inc. (NY) 5,585 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.