401(k) · DOL Form 5500 · 2023
Helena Agri-Enterprises, LLC 401(k) Plan
Data updated 2026-08-11
- $595M
- Total assets
- 5,662
- Participants
- 98th
- Percentile by assets
- $105,137
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $595M
- total plan assets (2023 EOY)
- 5,662
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $105,137
- avg assets per participant
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.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Helena Agri-Enterprises, LLC Savings Plan reports 5,662 participants - 5.0x that state average ($595M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $487M |
|---|---|
| Net Assets (End of Year) | $595M |
| Net Income | $108M |
| Employer EIN | 710293688 |
| Plan Effective Date | 1985-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Helena Agri-Enterprises, LLC)
| 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
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
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 (401(k), $678M, 6,228 participants)
- Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees (Defined Benefit (Pension), $547M, 668 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Helena Agri-Enterprises, LLC Savings Plan by total assets, not by location.
- White Cap 401(k) Retirement Plan (GA) $595M · 8,660
- Veritas 401(k) Plan (CA) $595M · 1,779
- The Cengage Learning, Inc. 401(k) Savings Plan (OH) $596M · 3,600
- San Francisco Electrical Workers Retirement Savings Plan (CA) $595M · 2,437
Frequently Asked Questions
How did Helena Agri-Enterprises, LLC Savings Plan assets move in 2023? ▼
How have Helena Agri-Enterprises, LLC plan assets changed over time? ▼
Where does Helena Agri-Enterprises, LLC Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Helena Agri-Enterprises, LLC Savings Plan? ▼
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Filing takeaways
Ways to act on Helena Agri-Enterprises, LLC Savings Plan's numbers.
- By total assets, Helena Agri-Enterprises, LLC Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Tennessee. Compare plans
- Helena Agri-Enterprises, LLC's sponsor-wide assets have grown 26.2% since 2022 across 3 plan years on file. More Wholesale Trade plans