401(k) · DOL Form 5500 · 2024
Beene Holdings, Inc 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 168
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $27,575
- Avg per participant Low balance/head
Official DOL plan name: Beene Holdings, Inc Retirement Plan · Sponsored by Beene Holdings, Inc · Tennessee · Manufacturing
$5M in assets, 168 participants
Beene Holdings, Inc's Beene Holdings, Inc Retirement Plan reported $5M in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #4,209 in Manufacturing (17,777 peers)
Coverage in Tennessee
Beene Holdings, Inc Retirement Plan covers 168 participants in Tennessee, about 15% of the average Tennessee filer (state average ~1,126 per filing). Assets: $5M.
- #4,209
- in Manufacturing (17,777 peers)
- -47.0%
- assets change YoY
The plan reported a net loss of $119K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Beene Holdings, Inc Retirement Plan's mid-pack asset rank among Manufacturing and all filers
Beene Holdings, Inc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,632,542 41st percentile higher than 41% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Beene Holdings, Inc Retirement Plan 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. Beene Holdings, Inc Retirement Plan sits mid-pack in the medium band (168 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beene Holdings, Inc Retirement Plan reported net income fell from $759K in the plan year 2023 filing to -$119K in the plan year 2024 filing.
- Beene Holdings, Inc Retirement Plan end-of-year assets fell from $9M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Beene Holdings, Inc Retirement Plan reported participants fell from 175 in the plan year 2023 filing to 168 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 620520388 · Beene Holdings, Inc PY 2024 · 401(k)
Beene Holdings, Inc Retirement Plan · $5M · 168 · 41st
- 5500 $5M
- 5500 168
- 5500 41st
- 5500 401(k)
- 5500 near 403(b) Thrift Plan for Employees of Cultural Vistas, Inc.
- 5500 ind #4209
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 Manufacturing retirement plans → · Plans in Tennessee →
Beene Holdings, Inc Retirement Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$119K |
| Employer EIN | 620520388 |
| Plan Effective Date | 1983-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beene Holdings, Inc)
Sponsor-wide plan assets over time
All Beene Holdings, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 41.95037939609895% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $8M |
| 2023 | 1 | 175 | $9M |
| 2024 | 1 | 168 | $5M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Beene Holdings, Inc Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Cultural Vistas, Inc. in DC ($5M); by covered participants it is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Illinois Retina Associates, S.C. 401(k) Plan (IL) 168 · 0 off
- Metalworks, Inc. 401(k) Profit Sharing Plan & Trust (NE) 168 · 0 off
- Ebq Retirement Plan (TX) 168 · 0 off
- The Tobin Group 401(k) Plan (MI) 168 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.