Defined Benefit (Pension) · DOL Form 5500 · 2023

Helena Agri-Enterprises, LLC Pension Plan

Data updated 2026-08-25

$521M
Total assets Above avg plan size
713
Participants Below avg headcount
97th
Percentile by assets National rank
$731,220
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

$521M in assets, 713 participants

Helena Agri-Enterprises, LLC's Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees reported $521M in total assets and 713 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #6,209 in Wholesale Trade (6,309 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, $521M for 713 participants (~$731,220/participant), up 8.3% in 2023.

#6,209
in Wholesale Trade (6,309 peers)
+8.3%
assets growth YoY
5.2×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$521,359,867 Top 3% higher than 97% of 127,068 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 2023

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

Plan-year 2023 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 (713 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees reported net income rose from -$109M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees reported participants fell from 789 in the plan year 2022 filing to 713 in the plan year 2023 filing.
  • Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees end-of-year assets rose from $481M in the plan year 2022 filing to $521M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 710293688 · Helena Agri-Enterprises, LLC PY 2023 · Defined Benefit (Pension)

Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees · $521M · 713 · 97th

  • PART $521M
  • TYPE 713
  • NET 97th
  • BOOK Defined Benefit (Pension)
  • VS-ST near W.R. Grace & Co. Retirement Plan for Salaried Employees
  • BOY ind #6209

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

Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative EmployeesHelena Agri-Enterprises, LLC…$521MW.R. Grace & Co. Retirement Plan for Salaried EmployeesW.R. Grace & Co. Retirement …$521MUnited Food & Commercial Workers Union Local 152 Retail Meat Pension PlanUnited Food & Commercial Wor…$521MOld Republic International Employees Retirement PlanOld Republic International E…$521MConagra Brands, Inc. Pension Plan for Hourly Rate Production EmployeesConagra Brands, Inc. Pension…$521M
End-of-year total assets ($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 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$481M
Net Assets (End of Year)$519M
Net Income$46M
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): 0.521359867 · Participants: 713Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative EmployeesFedex Corporation Employees' Pension Plan, Total assets ($B): 26.580798454 · Participants: 139031Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.836549756 · Participants: 20164Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.707920528 · Participants: 3192Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.456364769 · Participants: 5801Pension 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): 2.074583545 · Participants: 2710Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
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 W.R. Grace & Co. Retirement Plan for Salaried Employees in MD ($521M); by covered participants it is Pfizer Consolidated Pension Plan for Employees Resident in Puerto Rico in PA (714 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (713 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees grew at a solid clip - up 8.3% during 2023, from $481M to $521M. Reported net income was $46M.
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 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 W.R. Grace & Co. Retirement Plan for Salaried Employees in MD ($521M, 622 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 Pfizer Consolidated Pension Plan for Employees Resident in Puerto Rico in PA (714 participants, $587M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.