Defined Benefit (Pension) · DOL Form 5500 · 2023
Helena Agri-Enterprises, LLC Pension Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 76
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $193,609
- 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
$15M in assets, 76 participants
Helena Agri-Enterprises, LLC's Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers reported $15M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #3,859 in Wholesale Trade (6,309 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 $15M / 76 participants.
- #3,859
- in Wholesale Trade (6,309 peers)
- +6.1%
- assets growth YoY
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 2023 · DOL Form 5500
$14,714,303 Top 33% higher than 67% of 127,068 filed plans
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 Production Workers & Truck Drivers among smaller 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 Production Workers & Truck Drivers is a small filing (76 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers reported net income rose from -$4M in the plan year 2022 filing to $808K in the plan year 2023 filing.
- Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers reported participants fell from 87 in the plan year 2022 filing to 76 in the plan year 2023 filing.
- Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 710293688 · Helena Agri-Enterprises, LLC PY 2023 · Defined Benefit (Pension)
Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers · $15M · 76 · 67th
- PCT $15M
- PCT 76
- PCT 67th
- PCT Defined Benefit (Pension)
- PCT near Otterbein Homes Retirement Plan
- PCT ind #3859
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 (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $808K |
| 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 $26.6B · 139,031
- Retirement Plan of International Paper Company $8.8B · 20,164
- Pace Industry Union-Management Pension Fund $2.7B · 3,192
- Pension Plan for Employees at Ornl $2.5B · 5,801
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.1B · 2,710
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 Otterbein Homes Retirement Plan in OH ($15M); by covered participants it is Renasant Bank Amended and Restated Pension Plan in MS (76 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (76 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.