Helena Agri-Enterprises 401(k) and pension plans

Helena Agri-Enterprises, LLC, Collierville, TN. EIN 71-0293688. Annual reports 2009–2024. Also filed as Helena Chemical Company.

Helena Agri-Enterprises, LLC has 3 active retirement plans on file. The largest is the Helena Agri-Enterprises, LLC Savings Plan, with 8,393 participants and $678 million in assets in 2024. Merrill has been its recordkeeper since 2009.

Active plans: 3
Participants: 10,531
Plan assets: $1.2 billion
401(k) recordkeeper: Merrill
Plans on file: 3
Industry: Wholesale trade

All 3 plans

Active plans first

Helena Agri-Enterprises, LLC Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 71-0293688
Participants (2024): 8,393
Net assets (2024): $678 million
Recordkeeper: Merrill2009–2024
Plan administrator: Helena Agri-Enterprises, LLC Benefits Committee
225 Schilling Boulevard, Suite 300
Collierville, TN 38017
(901) 761-0050As filed for 2024
In effect since: April 1, 1985

Earlier sponsor: Helena Chemical Company (2009–2017).

Earlier plan names: Helena Chemical Company Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,393	$678 million	Merrill
2023	8,204	$595 million	Merrill
2022	7,699	$487 million	Merrill
2021	7,482	$562 million	Merrill
2020	7,074	$487 million	Merrill
2019	6,899	$420 million	Merrill
2018	6,496	$346 million	Merrill
2017	6,166	$355 million	Merrill
2016	5,837	$295 million	Merrill
2015	5,707	$259 million	Merrill
2014	5,337	$239 million	Merrill
2013	4,854	$216 million	Merrill
2012	4,464	$167 million	Merrill
2011	4,131	$140 million	Merrill
2010	3,918	$134 million	Merrill
2009	3,727	$111 million	Merrill

Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 71-0293688
Participants (2024): 1,740
Net assets (2024): $546 million
Last listed administrator: Merrill2016–2017
Plan administrator: Helena Agri-Enterprises, LLC Benefits Committee
225 Schilling Boulevard, Suite 300
Collierville, TN 38017
(901) 761-0050As filed for 2024
In effect since: January 1, 1981

Earlier sponsor: Helena Chemical Company (2009–2017).

Earlier plan names: Helena Chemical Company Pension Plan for Marketing and Administrative Employees.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,740	$546 million	not listed
2023	1,803	$519 million	not listed
2022	1,862	$473 million	not listed
2021	1,934	$582 million	not listed
2020	1,994	$533 million	not listed
2019	2,061	$487 million	not listed
2018	2,136	$437 million	not listed
2017	2,184	$450 million	Merrill
2016	2,237	$400 million	Merrill
2015	2,452	$379 million	not listed
2014	2,490	$359 million	not listed
2013	2,957	$349 million	not listed
2012	2,966	$294 million	not listed
2011	2,982	$249 million	not listed
2010	3,004	$228 million	not listed
2009	3,038	$187 million	not listed

Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 71-0293688
Participants (2024): 398
Net assets (2024): $15.3 million
Last listed administrator: Merrill2016–2017
Plan administrator: Helena Agri-Enterprises, LLC Benefits Committee
225 Schilling Boulevard, Suite 300
Collierville, TN 38017
(901) 761-0050As filed for 2024
In effect since: January 1, 1981

Earlier sponsor: Helena Chemical Company (2009–2017).

Earlier plan names: Helena Chemical Company Pension Plan for Production Workers and Truck Drivers; Helena Chemical Company Pension Plan for Pw&td.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	398	$15.3 million	not listed
2023	417	$14.7 million	not listed
2022	434	$13.9 million	not listed
2021	454	$17.7 million	not listed
2020	481	$17.2 million	not listed
2019	508	$16.2 million	not listed
2018	537	$14.6 million	not listed
2017	563	$16.7 million	Merrill
2016	591	$15.5 million	Merrill
2015	664	$15.3 million	not listed
2014	664	$15.3 million	not listed
2013	804	$15.3 million	not listed
2012	823	$13.5 million	not listed
2011	829	$12.0 million	not listed
2010	846	$12.0 million	not listed
2009	870	$10.3 million	not listed

If you had money in one of these plans

Call Merrill (benefits.ml.com), which runs the Helena Agri-Enterprises, LLC Savings Plan. 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 ((901) 761-0050). That number was filed for 2024; 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.

All 3 plans

Helena Agri-Enterprises, LLC Savings Plan

Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative Employees

Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers

If you had money in one of these plans

What these numbers are

Other wholesale trade employers in TN