Department of Labor filing

BEALL'S INC.

BEALL'S EMPLOYEES' SAVINGS TRUST · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 3, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

30filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$207

Reported employer contributions per active participant.

Higher than about 27% of comparable plans

#People in the filing

10,138

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$42 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 35% of comparable plans

↗Investment performance

Not available

Plan assets changed 10.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202430out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions27th percentileTypical peer $519 · based on 48 comparable plans

Lower reported administrative expense35th percentileTypical peer $31 · based on 48 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, BEALL'S INC. reported $2,095,789 in employer contributions across the plan and 10,138 active participants. That works out to $207 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy90%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 0.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 17.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context30/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $2,095,789
Participant contributions: $15,189,038
Other contributions: $1,160,918
Employer share of reported contributions: 12.1%
Beginning assets: $106,738,786
Ending assets: $118,216,819
Ending net assets: $118,216,819
Ending liabilities: Not reported
Total income: $30,324,472
Total expenses: $18,846,439
Administrative expenses: $490,807
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$206

2023

$221

2024

$207

Plan-paid administrative expenses per participant

2022

$36

2023

$33

2024

$42

Active participants

2022

9,967

2023

10,519

2024

10,138

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$207	10,138	118.2M	20251003140200NAL0001475073001
2023	$221	10,519	106.7M	20240920151201NAL0007663473001
2022	$206	9,967	92.4M	20231003120214NAL0012360851002

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 590243800-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jun 1, 1967
Industry: Retail trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2R2S2T3H

Current plan terms

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Filing ACK_ID20251003140200NAL0001475073001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗