401(k) · DOL Form 5500 · 2022

Bell Investment Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
14
Participants Small participant base
52nd
Percentile by assets National rank
$383,511
Avg per participant High balance/head
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Official DOL plan name: Bell Investment Advisors, Inc. 401(k) Plan · Sponsored by Bell Investment Advisors, Inc. · California · Finance & Insurance

$5M in assets, 14 participants

Bell Investment Advisors, Inc.'s Bell Investment Advisors, Inc. 401(k) Plan reported $5M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,371 in Finance & Insurance (9,261 peers)

Bell Investment Advisors, Inc. multi-year trail

Bell Investment Advisors, Inc.'s plans moved +33.1% in assets from 2022 to 2024; this filing shows Bell Investment Advisors, Inc. 401(k) Plan at $5M / 14 participants.

#3,371
in Finance & Insurance (9,261 peers)
-6.5%
assets change YoY

The plan reported a net loss of $373K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bell Investment Advisors, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Bell Investment Advisors, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,369,156 Top 48% higher than 52% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Bell Investment Advisors, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bell Investment Advisors, Inc. 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 943129063 · Bell Investment Advisors, Inc. PY 2022 · 401(k)

Bell Investment Advisors, Inc. 401(k) Plan · $5M · 14 · 52nd

  • TYPE $5M
  • NET 14
  • BOOK 52nd
  • VS-ST 401(k)
  • BOY near Swimlane, Inc. 401(k) Profit Sharing Plan and Trust
  • SCH ind #3371

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 Finance & Insurance retirement plans → · Plans in California →

Bell Investment Advisors, Inc. 401(k) Plan in the asset neighbourhood

Bell Investment Advisors, Inc. 401(k) PlanBell Investment Advisors, In…$5MSwimlane, Inc. 401(k) Profit Sharing Plan and TrustSwimlane, Inc. 401(k) Profit…$5MWeekes Construction, Inc. Profit Sharing Plan and TrustWeekes Construction, Inc. Pr…$5MOlameter Corporation 401(k) PlanOlameter Corporation 401(k) …$5MGrande Aire Services Inc 401 K Profit Sharing Plan TrustGrande Aire Services Inc 401…$5M
End-of-year total assets ($M) among Bell Investment Advisors, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bell Investment Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bell Investment Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 33.10369450990063% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.37M $7.15M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 14 $5M
2023 1 13 $6M
2024 1 15 $7M

Bell Investment Advisors, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$373K
Employer EIN943129063
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bell Investment Advisors, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bell Investment Advisors, Inc. 401(k) Plan, Total assets ($B): 0.005369156 · Participants: 14Bell Investment Advisors, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Bell Investment Advisors, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bell Investment Advisors, Inc. 401(k) Plan side-by-side with 3 peers →

Bell Investment Advisors, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Swimlane, Inc. 401(k) Profit Sharing Plan and Trust in CO ($5M); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bell Investment Advisors, Inc. 401(k) Plan assets move in 2022? ▼
Bell Investment Advisors, Inc. 401(k) Plan pulled back noticeably - down 6.5% during 2022, from $6M to $5M. Reported net income was -$373K.
How have Bell Investment Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bell Investment Advisors, Inc.'s sponsor-wide assets grew 33.1%, from $5M to $7M.
Which 401(k) plans are similar in size to Bell Investment Advisors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Swimlane, Inc. 401(k) Profit Sharing Plan and Trust in CO ($5M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Bell Investment Advisors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943129063.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.