401(k) · DOL Form 5500 · 2024

Helena Agri-Enterprises, LLC 401(k) Plan

Data updated 2026-07-24

$678M
Total assets: 6,228
Participants: 98th
Percentile by assets: $108,903
Avg per participant

Official DOL plan name: Helena Agri-Enterprises, LLC Savings Plan · Sponsored by Helena Agri-Enterprises, LLC · Tennessee · Wholesale Trade

$678M in assets, 6,228 participants

Helena Agri-Enterprises, LLC's Helena Agri-Enterprises, LLC Savings Plan reported $678M in total assets and 6,228 participants in its 2024 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 116,472 plans)

Coverage in Tennessee

Helena Agri-Enterprises, LLC Savings Plan covers 6,228 participants in Tennessee, 5.5x the typical Tennessee plan (state average ~1,122 per filing). Assets: $678M.

$678M
total plan assets (2024 EOY): 6,228
covered participants: 98th
percentile by assets (of 116,472 plans): $108,903
avg assets per participant

Helena Agri-Enterprises, LLC Savings Plan reported net income fell from $108M in the plan year 2023 filing to $83M in the plan year 2024 filing.
Helena Agri-Enterprises, LLC Savings Plan end-of-year assets rose from $595M in the plan year 2023 filing to $678M in the plan year 2024 filing.
Helena Agri-Enterprises, LLC Savings Plan reported participants rose from 5,662 in the plan year 2023 filing to 6,228 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Tennessee

Industry

Wholesale Trade

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,122 participants across 2,228 plans. Helena Agri-Enterprises, LLC Savings Plan reports 6,228 participants - 5.5x that state average ($678M EOY assets).

Tennessee filing particulars

Total Assets (Beginning of Year)	$595M
Net Assets (End of Year)	$678M
Net Income	$83M
Employer EIN	710293688
Plan Effective Date	1985-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Helena Agri-Enterprises, LLC)

Total plan assets by year, all Helena Agri-Enterprises, LLC plans on file

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 $25.4B · 113,079
Hca 401(k) Plan $23.8B · 307,086
Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
International Paper Company Salaried Savings Plan $5.0B · 12,564
Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441

Compare Helena Agri-Enterprises, LLC Savings Pla… side-by-side with 3 peers →

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.

Avient Retirement Savings Plan (OH) $678M · 3,105
Bluescope Employee Savings Trust (Best) (MO) $678M · 3,890
Stagwell Global 401(k) Plan (DC) $678M · 6,409
Healthfirst Profit Sharing 401(k) Plan (NY) $678M · 5,636

Frequently Asked Questions

How did Helena Agri-Enterprises, LLC Savings Plan assets move in 2024? ▼

Helena Agri-Enterprises, LLC Savings Plan grew at a solid clip - up 13.9% during 2024, from $595M to $678M. Reported net income was $83M.

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 116,472 plans that reported assets for plan year 2024 (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 Avient Retirement Savings Plan in OH ($678M, 3,105 participants).

Next read for Helena Agri-Enterprises, LLC Savings Pla…

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

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 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.