401(k) · DOL Form 5500 · 2024

Western Beef Retail, Inc 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
1,265
Participants Near avg headcount
76th
Percentile by assets National rank
$22,503
Avg per participant Low balance/head
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Official DOL plan name: Western Beef Retail, Inc. 401(k) Profit Sharing Plan · Sponsored by Western Beef Retail, Inc · New York · Retail Trade

$28M in assets, 1,265 participants

Western Beef Retail, Inc's Western Beef Retail, Inc. 401(k) Profit Sharing Plan reported $28M in total assets and 1,265 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,892 in Retail Trade (8,048 peers)

Where Western Beef Retail, Inc. 401(k) Profit Sharing Plan sits by assets

Western Beef Retail, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $28M for 1,265 participants (~$22,503/participant), up 10.3% in 2024.

#6,892
in Retail Trade (8,048 peers)
+10.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Western Beef Retail, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Western Beef Retail, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$28,466,150 Top 24% higher than 76% of 123,620 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 2024

Western Beef Retail, Inc. 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Beef Retail, Inc. 401(k) Profit Sharing Plan lands in the large band (1,265 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Western Beef Retail, Inc. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Western Beef Retail, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $26M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 112778081 · Western Beef Retail, Inc PY 2024 · 401(k)

Western Beef Retail, Inc. 401(k) Profit Sharing Plan · $28M · 1,265 · 76th

  • PART $28M
  • PART 1,265
  • PART 76th
  • PART 401(k)
  • PART near Webbank 401(k) Safe Harbor Plan
  • PART ind #6892

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 New York →

Western Beef Retail, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Western Beef Retail, Inc. 401(k) Profit Sharing PlanWestern Beef Retail, Inc. 40…$28MWebbank 401(k) Safe Harbor PlanWebbank 401(k) Safe Harbor P…$28MFanning/Howey Assoc., Inc. 401(k) Ps PlanFanning/Howey Assoc., Inc. 4…$28MEnterprise Select Premier Pooled Employer PlanEnterprise Select Premier Po…$28MLa Clinica Del Valle Family Health Care Center, Inc. 403(b) PlanLa Clinica Del Valle Family …$28M
End-of-year total assets ($M) among Western Beef Retail, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN112778081
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Beef Retail, Inc)

Sponsor-wide plan assets over time

All Western Beef Retail, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$28M 24.795984454112947% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $22.8M $28.5M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 1,356 $23M
2023 1 1,265 $26M
2024 1 1,265 $28M

Nearby 401(k) Plans in New York

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

Western Beef Retail, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Western Beef Retail, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.02846615 · Participants: 1265Western Beef Retail, Inc. 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Western Beef Retail, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Western Beef Retail, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Western Beef Retail, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Webbank 401(k) Safe Harbor Plan in UT ($28M); by covered participants it is Pueblo of Laguna Commercial Enterprises 401(k) Profit Sharing Plan and Trust in NM (1,265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,265 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Western Beef Retail, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Western Beef Retail, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 10.3% during 2024, from $26M to $28M. Reported net income was $3M.
How have Western Beef Retail, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Beef Retail, Inc's sponsor-wide assets grew 24.8%, from $23M to $28M.
Where does Western Beef Retail, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Western Beef Retail, Inc. 401(k) Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Western Beef Retail, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Webbank 401(k) Safe Harbor Plan in UT ($28M, 243 participants).
Which 401(k) plans cover a similar participant headcount to Western Beef Retail, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pueblo of Laguna Commercial Enterprises 401(k) Profit Sharing Plan and Trust in NM (1,265 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112778081.

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.