401(k) · DOL Form 5500 · 2023

Helena Agri-Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$595M
Total assets Above avg plan size
5,662
Participants Above avg headcount
98th
Percentile by assets National rank
$105,137
Avg per participant Below avg balance/head
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Official DOL plan name: Helena Agri-Enterprises, LLC Savings Plan · Sponsored by Helena Agri-Enterprises, LLC · Tennessee · Wholesale Trade

$595M in assets, 5,662 participants

Helena Agri-Enterprises, LLC's Helena Agri-Enterprises, LLC Savings Plan reported $595M in total assets and 5,662 participants in its 2023 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.

  • #6,220 in Wholesale Trade (6,309 peers)

Coverage in Tennessee

Helena Agri-Enterprises, LLC Savings Plan covers 5,662 participants in Tennessee, 5.0x the typical Tennessee plan (state average ~1,126 per filing). Assets: $595M.

#6,220
in Wholesale Trade (6,309 peers)
+22.1%
assets growth YoY
6.0×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$595,284,736 Top 2% higher than 98% 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 Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 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 (5,662 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helena Agri-Enterprises, LLC Savings Plan reported net income rose from -$74M in the plan year 2022 filing to $108M in the plan year 2023 filing.
  • Helena Agri-Enterprises, LLC Savings Plan end-of-year assets rose from $487M in the plan year 2022 filing to $595M in the plan year 2023 filing.
  • Helena Agri-Enterprises, LLC Savings Plan reported participants rose from 5,584 in the plan year 2022 filing to 5,662 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 710293688 · Helena Agri-Enterprises, LLC PY 2023 · 401(k)

Helena Agri-Enterprises, LLC Savings Plan · $595M · 5,662 · 98th

  • RANK $595M
  • PHOTO 5,662
  • IND 98th
  • EOY 401(k)
  • 5500 near White Cap 401(k) Retirement Plan
  • ASSETS ind #6220

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

The Cengage Learning, Inc. 401(k) Savings PlanThe Cengage Learning, Inc. 4…$596MHelena Agri-Enterprises, LLC Savings PlanHelena Agri-Enterprises, LLC…$595MWhite Cap 401(k) Retirement PlanWhite Cap 401(k) Retirement …$595MVeritas 401(k) Plan$595MSan Francisco Electrical Workers Retirement Savings PlanSan Francisco Electrical Wor…$595M
End-of-year total assets ($M) among Helena Agri-Enterprises, LLC Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$487M
Net Assets (End of Year)$595M
Net Income$108M
Employer EIN710293688
Plan Effective Date1985-04-01
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 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Helena Agri-Enterprises, LLC Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Helena Agri-Enterprises, LLC Savings Plan, Total assets ($B): 0.595284736 · Participants: 5662Helena Agri-Enterprises, LLC Savings PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Helena Agri-Enterprises, LLC Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Helena Agri-Enterprises, LLC Savings Plan side-by-side with 3 peers →

Scale composition for Helena Agri-Enterprises, LLC Savings Plan

Helena Agri-Enterprises, LLC Savings Plan reports $595M in end-of-year assets across 5,662 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $105,137 per participant (76% of the national average assets-per-participant) . Net income for plan year 2023 was $108M.

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 Open filing
2023 5,662 $595M This page
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's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is White Cap 401(k) Retirement Plan in GA ($595M); by covered participants it is The Infirmary 401(k) Plan in AL (5,661 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($595M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,662 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 Savings Plan assets move in 2023? ▼
Helena Agri-Enterprises, LLC Savings Plan grew sharply - up 22.1% during 2023, from $487M to $595M. Reported net income was $108M.
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 Savings Plan rank by assets among Form 5500 filers? ▼
Helena Agri-Enterprises, LLC Savings Plan ranks in the 98th 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 401(k) plans are similar in size to Helena Agri-Enterprises, LLC Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is White Cap 401(k) Retirement Plan in GA ($595M, 8,660 participants).
Which 401(k) plans cover a similar participant headcount to Helena Agri-Enterprises, LLC Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Infirmary 401(k) Plan in AL (5,661 participants, $336M 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.