Beall'S 401(k) plan

Beall'S Inc., Bradenton, FL. EIN 59-0243800. Annual reports 2009–2025. Also filed as Beall S Inc; Bealls Inc.

Beall'S Inc. has one active retirement plan on file, the Beall'S Employees' Savings Trust, with 10,916 participants and $127 million in assets in 2025. Principal has been its recordkeeper since 2020. No traditional pension plan appears in Beall'S's filings since 2009.

Active plans: 1
Participants: 10,916
Plan assets: $127 million
401(k) recordkeeper: Principal
Plans on file: 1
Industry: Retail

The plan

Beall'S Employees' Savings Trust

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 59-0243800
Participants (2025): 10,916
Net assets (2025): $127 million
Recordkeeper: PrincipalEarlier: Wells Fargo (2012–2019)
Plan administrator: Beall'S Inc.
1806 38TH Avenue East
Bradenton, FL 34208
(941) 744-4309As filed for 2025
In effect since: June 1, 1967

Earlier sponsor: Beall S Inc (2009–2010).

Earlier plan names: Bealls Employees Savings Trust.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	10,916	$127 million	Principal
2024	11,225	$118 million	Principal
2023	11,708	$107 million	Principal
2022	11,031	$92.4 million	Principal
2021	9,591	$108 million	Principal
2020	8,600	$94.8 million	Principal
2019	9,003	$88.5 million	Wells Fargo
2018	10,179	$75.7 million	Wells Fargo
2017	9,592	$78.8 million	Wells Fargo
2016	8,789	$68.4 million	Wells Fargo
2015	9,297	$65.5 million	Wells Fargo
2014	9,081	$67.3 million	Wells Fargo
2013	8,180	$66.2 million	Wells Fargo
2012	10,224	$62.2 million	Wells Fargo
2011	10,566	$58.9 million	not listed
2010	14,500	$58.1 million	not listed
2009	8,778	$53.4 million	not listed

If you had money in one of these plans

Call Principal (principal.com), which runs the Beall'S Employees' Savings Trust. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((941) 744-4309). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Beall'S Employees' Savings Trust

If you had money in one of these plans

What these numbers are

Other retail employers in FL