Defined Benefit (Pension) · DOL Form 5500 · 2024

Helena Agri-Enterprises, LLC Pension Plan

Data updated 2026-08-25

$547M
Total assets Above avg plan size
668
Participants Below avg headcount
97th
Percentile by assets National rank
$818,193
Avg per participant High balance/head
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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.

  • #5,981 in Wholesale Trade (6,080 peers)

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.

#5,981
in Wholesale Trade (6,080 peers)
+4.8%
assets growth YoY
5.5×
vs typical plan assets (national mean)

Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees's outsized position by total assets

Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees vs every filed plan by assets

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

$546,552,795 Top 3% higher than 97% 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 Pension Plan for Marketing and Administrative Employees among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees sits mid-pack in the medium band (668 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 710293688 · Helena Agri-Enterprises, LLC PY 2024 · Defined Benefit (Pension)

Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees · $547M · 668 · 97th

  • BOY $547M
  • SCH 668
  • EBSA 97th
  • PART Defined Benefit (Pension)
  • TYPE near Massachusetts Bricklayers & Masons Pension Plan
  • NET ind #5981

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 Pension Plan for Marketing and Administrative Employees in the asset neighbourhood

Massachusetts Bricklayers & Masons Pension PlanMassachusetts Bricklayers & …$547MHelena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative EmployeesHelena Agri-Enterprises, LLC…$547MIBEW Local 595 Pension Plan$546MTeledyne Technologies Incorporated Pension PlanTeledyne Technologies Incorp…$546MBeth Israel Lahey Health Defined Benefit Plan IIBeth Israel Lahey Health Def…$546M
End-of-year total assets ($M) among Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$521M
Net Assets (End of Year)$546M
Net Income$27M
Employer EIN710293688
Plan Effective Date1981-01-01
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 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 Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees, Total assets ($B): 0.546552795 · Participants: 668Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative EmployeesFedex Corporation Employees' Pension Plan, Total assets ($B): 26.858555454 · Participants: 125941Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.18942151 · Participants: 20795Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.839667916 · Participants: 3134Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.400126032 · Participants: 6357Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 1.97251328 · Participants: 2516Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees side-by-side with 3 peers →

Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Massachusetts Bricklayers & Masons Pension Plan in MA ($547M); by covered participants it is Alyeska Pipeline Service Company Pension Plan for Operating Company Employees in AK (668 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($547M here).

Similar participant headcount

Nearest other-state filings by covered participants (668 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 Pension Plan for Marketing and Administrative Employees assets move in 2024? ▼
Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees edged up modestly - up 4.8% during 2024, from $521M to $547M. Reported net income was $27M.
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 Pension Plan for Marketing and Administrative Employees rank by assets among Form 5500 filers? ▼
Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees ranks in the 97th 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 Defined Benefit (Pension) plans are similar in size to Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Massachusetts Bricklayers & Masons Pension Plan in MA ($547M, 1,837 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alyeska Pipeline Service Company Pension Plan for Operating Company Employees in AK (668 participants, $160M 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.