National Beef Packing 401(k) match, vesting and fees
What National Beef Packing's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Pickett, Chaney & Mcmullen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,622 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| National Beef Packing: employer contribution per participant | $628 | |
| Peer median | $2,413 |
| National Beef Packing: average balance | $16,984 | |
| Peer median | $86,434 |
| National Beef Packing: admin expenses ÷ assets | 0.38% | |
| Peer median | 0.12% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $19.7M at the end of plan year 2023 to $23.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 6,114 | $23.8M | $879K | $628 | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 6,213 | $19.7M | $627K | $581 | 0.10% | Not published | Form 5500 ↗ |
Other National Beef Packing plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
National Beef 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Pickett, Chaney & Mcmullen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
National Beef Represented Employees Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does National Beef Packing match 401(k) contributions?
The match terms for the National Beef Union 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $879K in employer contributions, about $628 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the National Beef Packing 401(k) match vested?
The vesting schedule for the National Beef Union 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the National Beef Packing 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is National Beef Packing Company, LLC.
I left National Beef Packing. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (National Beef Packing Company, LLC, (816) 713-8500) or the recordkeeper, Fidelity Investments Institutional. The National Beef Packing old 401(k) page lists the contacts from every plan filing. Find an old National Beef Packing 401(k)
Data from the public Form 5500 annual reports National Beef Packing filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with National Beef Packing. Not financial advice. Report a correction · Methodology