401(k) · DOL Form 5500 · 2024

Helena Agri-Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$678M
Total assets Above avg plan size
6,228
Participants Above avg headcount
98th
Percentile by assets National rank
$108,903
Avg per participant Below avg balance/head
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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.

  • #5,999 in Wholesale Trade (6,080 peers)

Coverage in Tennessee

Helena Agri-Enterprises, LLC Savings Plan covers 6,228 participants in Tennessee, 5.5x the typical Tennessee plan (state average ~1,126 per filing). Assets: $678M.

#5,999
in Wholesale Trade (6,080 peers)
+13.9%
assets growth YoY
6.8×
vs typical plan assets (national mean)

Helena Agri-Enterprises, LLC Savings Plan's outsized position by total assets

Helena Agri-Enterprises, LLC Savings Plan vs every filed plan by assets

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

$678,249,317 Top 2% higher than 98% 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

Helena Agri-Enterprises, LLC Savings 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. Helena Agri-Enterprises, LLC Savings Plan lands in the large band (6,228 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Published 5500 schedule card

Filing strip 710293688 · Helena Agri-Enterprises, LLC PY 2024 · 401(k)

Helena Agri-Enterprises, LLC Savings Plan · $678M · 6,228 · 98th

  • EBSA $678M
  • PART 6,228
  • TYPE 98th
  • NET 401(k)
  • BOOK near Avient Retirement Savings Plan
  • VS-ST ind #5999

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 Wholesale Trade retirement plans → · Plans in Tennessee →

Helena Agri-Enterprises, LLC Savings Plan in the asset neighbourhood

Healthfirst Profit Sharing 401(k) PlanHealthfirst Profit Sharing 4…$678MBluescope Employee Savings Trust (Best)Bluescope Employee Savings T…$678MHelena Agri-Enterprises, LLC Savings PlanHelena Agri-Enterprises, LLC…$678MAvient Retirement Savings PlanAvient Retirement Savings Pl…$678MStagwell Global 401(k) Plan$678M
End-of-year total assets ($M) among Helena Agri-Enterprises, LLC Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$595M
Net Assets (End of Year)$678M
Net Income$83M
Employer EIN710293688
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helena Agri-Enterprises, LLC)

Sponsor-wide plan assets over time

All Helena Agri-Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 26.207661876200167% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B$1.3B 202220232024 $0.98B $1.24B ▲ +26.5%
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 Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Helena Agri-Enterprises, LLC Savings Plan, Total assets ($B): 0.678249317 · Participants: 6228Helena Agri-Enterprises, LLC Savings PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Helena Agri-Enterprises, LLC Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Helena Agri-Enterprises, LLC Savings Plan side-by-side with 3 peers →

Scale composition for Helena Agri-Enterprises, LLC Savings Plan

Helena Agri-Enterprises, LLC Savings Plan reports $678M in end-of-year assets across 6,228 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $108,903 per participant (79% of the national average assets-per-participant) . Net income for plan year 2024 was $83M.

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 Open filing
2024 · index core 6,228 $678M This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Helena Agri-Enterprises, LLC Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Avient Retirement Savings Plan in OH ($678M); by covered participants it is Icf Retirement Savings Plan in VA (6,225 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($678M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,228 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 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 123,622 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).
Which 401(k) plans cover a similar participant headcount to Helena Agri-Enterprises, LLC Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Icf Retirement Savings Plan in VA (6,225 participants, $1.4B 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 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.