401(k) · DOL Form 5500 · 2023

Beene Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
175
Participants Small participant base
56th
Percentile by assets National rank
$49,939
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Beene Holdings, Inc. Retirement Plan · Sponsored by Beene Holdings, Inc. · Tennessee · Manufacturing

$9M in assets, 175 participants

Beene Holdings, Inc.'s Beene Holdings, Inc. Retirement Plan reported $9M in total assets and 175 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #7,711 in Manufacturing (18,722 peers)

Coverage in Tennessee

Beene Holdings, Inc. Retirement Plan covers 175 participants in Tennessee, about 16% of the average Tennessee filer (state average ~1,126 per filing). Assets: $9M.

#7,711
in Manufacturing (18,722 peers)
+9.5%
assets growth YoY

Beene Holdings, Inc. Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Beene Holdings, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,739,398 Top 44% higher than 56% 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

Beene Holdings, Inc. Retirement Plan 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. Beene Holdings, Inc. Retirement Plan sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beene Holdings, Inc. Retirement Plan reported net income fell from $883K in the plan year 2022 filing to $759K in the plan year 2023 filing.
  • Beene Holdings, Inc. Retirement Plan reported participants rose from 159 in the plan year 2022 filing to 175 in the plan year 2023 filing.
  • Beene Holdings, Inc. Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 620520388 · Beene Holdings, Inc. PY 2023 · 401(k)

Beene Holdings, Inc. Retirement Plan · $9M · 175 · 56th

  • ASSETS $9M
  • PCT 175
  • EIN 56th
  • RANK 401(k)
  • PHOTO near Wasatch Peaks Federal Credit Union 401(k) Plan & Trust
  • IND ind #7711

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 Manufacturing retirement plans → · Plans in Tennessee →

Beene Holdings, Inc. Retirement Plan in the asset neighbourhood

Beene Holdings, Inc. Retirement PlanBeene Holdings, Inc. Retirem…$9MWasatch Peaks Federal Credit Union 401(k) Plan & TrustWasatch Peaks Federal Credit…$9MEssential Industries, Inc. 401(k) Profit Sharing PlanEssential Industries, Inc. 4…$9MMolo Petroleum LLC 401(k) Profit Sharing PlanMolo Petroleum LLC 401(k) Pr…$9MNavy Pier, Inc. 401(k) Plan$9M
End-of-year total assets ($M) among Beene Holdings, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$759K
Employer EIN620520388
Plan Effective Date1983-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beene Holdings, Inc.)

Sponsor-wide plan assets over time

All Beene Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 41.95037939609895% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $7.98M $4.63M ▼ -42.0%
Year Plans Participants Total Assets
2022 1 159 $8M
2023 1 175 $9M
2024 1 168 $5M

Nearby 401(k) Plans in Tennessee

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

Beene Holdings, Inc. Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Beene Holdings, Inc. Retirement Plan, Total assets ($B): 0.008739398 · Participants: 175Beene Holdings, Inc. Retirement 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
Beene Holdings, Inc. Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Beene Holdings, Inc. Retirement Plan side-by-side with 3 peers →

Beene Holdings, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Wasatch Peaks Federal Credit Union 401(k) Plan & Trust in UT ($9M); by covered participants it is Uniseal 401(k) Plan in IN (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Beene Holdings, Inc. Retirement Plan assets move in 2023? ▼
Beene Holdings, Inc. Retirement Plan grew at a solid clip - up 9.5% during 2023, from $8M to $9M. Reported net income was $759K.
How have Beene Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beene Holdings, Inc.'s sponsor-wide assets declined 42.0%, from $8M to $5M.
Which 401(k) plans are similar in size to Beene Holdings, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wasatch Peaks Federal Credit Union 401(k) Plan & Trust in UT ($9M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Beene Holdings, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Uniseal 401(k) Plan in IN (175 participants, N/A 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 620520388.

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.