Defined Benefit (Pension) · DOL Form 5500 · 2024
Helena Agri-Enterprises, LLC Pension Plan
Data updated 2026-08-06
- $547M
- Total assets
- 668
- Participants
- 97th
- Percentile by assets
- $818,193
- Avg per participant
Official DOL plan name: Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees · Sponsored by Helena Agri-Enterprises, LLC · Tennessee · Wholesale Trade
$547M in assets, 668 participants
Helena Agri-Enterprises, LLC's Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees reported $547M in total assets and 668 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 116,472 plans)
Where Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees sits by assets
Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees sits in the top 5% of all filed plans by assets, $547M for 668 participants (~$818,193/participant), up 4.8% in 2024.
- $547M
- total plan assets (2024 EOY)
- 668
- covered participants
- 97th
- percentile by assets (of 116,472 plans)
- $818,193
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees reported net income fell from $46M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees reported participants fell from 713 in the plan year 2023 filing to 668 in the plan year 2024 filing.
- Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees end-of-year assets rose from $521M in the plan year 2023 filing to $547M in the plan year 2024 filing.
Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees vs the 2024 asset distribution
By assets, Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees outranks 97% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 5.5x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $521M |
|---|---|
| Net Assets (End of Year) | $546M |
| Net Income | $27M |
| Employer EIN | 710293688 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Helena Agri-Enterprises, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,460 | $983M |
| 2023 | 3 | 6,451 | $1.1B |
| 2024 | 3 | 6,965 | $1.2B |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
- Retirement Plan of International Paper Company $8.2B · 20,795
- Pace Industry Union-Management Pension Fund $2.8B · 3,134
- Pension Plan for Employees at Ornl $2.4B · 6,357
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.0B · 2,516
- Nissan Employee Retirement Plan $1.6B · 4,074
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees by total assets, not by location.
- Massachusetts Bricklayers & Masons Pension Plan (MA) $547M · 1,837
- IBEW Local 595 Pension Plan (CA) $546M · 1,537
- Teledyne Technologies Incorporated Pension Plan (CA) $546M · 66
- New Jersey Building Laborers Statewide Pension Fund (NJ) $546M · 2,166
Frequently Asked Questions
How did Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees assets move in 2024? ▼
How have Helena Agri-Enterprises, LLC plan assets changed over time? ▼
Where does Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees? ▼
Next read for Helena Agri-Enterprises, LLC Pension Pla…
Scale reading
Ways to act on Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees's numbers.
- By total assets, Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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.