401(k) · DOL Form 5500 · 2024
Beall's Inc. 401(k) Plan
Data updated 2026-08-25
- $118M
- Total assets Near avg plan size
- 10,519
- Participants Very large workforce
- 92nd
- Percentile by assets National rank
- $11,238
- Avg per participant Low balance/head
Official DOL plan name: Beall's Employees' Savings Trust · Sponsored by Beall's Inc. · Florida · Retail Trade
$118M in assets, 10,519 participants
Beall's Inc.'s Beall's Employees' Savings Trust reported $118M in total assets and 10,519 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,660 in Retail Trade (8,048 peers)
Coverage in Florida
Beall's Employees' Savings Trust covers 10,519 participants in Florida, 17x the typical Florida plan (state average ~628 per filing). Assets: $118M.
- #7,660
- in Retail Trade (8,048 peers)
- +10.8%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Beall's Employees' Savings Trust's outsized position by total assets
Beall's Employees' Savings Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$118,216,819 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Beall's Employees' Savings Trust's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beall's Employees' Savings Trust is a mega filing (10,519 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beall's Employees' Savings Trust reported net income fell from $14M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Beall's Employees' Savings Trust end-of-year assets rose from $107M in the plan year 2023 filing to $118M in the plan year 2024 filing.
- Beall's Employees' Savings Trust reported participants rose from 9,967 in the plan year 2023 filing to 10,519 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 590243800 · Beall's Inc. PY 2024 · 401(k)
Beall's Employees' Savings Trust · $118M · 10,519 · 92nd
- EBSA $118M
- EBSA 10,519
- EBSA 92nd
- EBSA 401(k)
- EBSA near Kioxia America, Inc. 401(k) Savings Plan
- EBSA ind #7660
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 Retail Trade retirement plans → · Plans in Florida →
Beall's Employees' Savings Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $107M |
|---|---|
| Net Assets (End of Year) | $118M |
| Net Income | $11M |
| Employer EIN | 590243800 |
| Plan Effective Date | 1967-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beall's Inc.)
Sponsor-wide plan assets over time
All Beall's Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $118M 27.938283690421194% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,437 | $92M |
| 2023 | 1 | 9,967 | $107M |
| 2024 | 1 | 10,519 | $118M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Scale composition for Beall's Employees' Savings Trust
Beall's Employees' Savings Trust reports $118M in end-of-year assets across 10,519 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $11,238 per participant (8% of the national average assets-per-participant) . Net income for plan year 2024 was $11M.
This plan identity (EIN 590243800, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $92M to $118M (+27.9%) while covered participants moved from 8,437 to 10,519 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,437 | $92M | Open filing |
| 2023 | 9,967 | $107M | Open filing |
| 2024 · index core | 10,519 | $118M | This page |
Beall's Employees' Savings Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Kioxia America, Inc. 401(k) Savings Plan in CA ($118M); by covered participants it is Fox Savings Plan in NY (10,514 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($118M here).
- Kioxia America, Inc. 401(k) Savings Plan (CA) $118M · 336
- Savings Plan of Asarco LLC and Participating Subsidiaries (AZ) $118M · 427
- Optimum Employer Solutions Retirement Plan (CA) $118M · 877
- Deer Park Refining, LP Retirement Benefits Plan (TX) $118M · 1,034
Similar participant headcount
Nearest other-state filings by covered participants (10,519 participants); asset peers above are excluded.
- Fox Savings Plan (NY) 10,514 · 5 off
- Paypal 401(k) Savings Plan (CA) 10,525 · 6 off
- The Contractors Retirement Plan (CA) 10,507 · 12 off
- Eastman Investment & Employee Stock Ownership Plan (TN) 10,535 · 16 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.