401(k) · DOL Form 5500 · 2022

Bleecker Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$649K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$216,184
Avg per participant Above avg balance/head
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Official DOL plan name: Bleecker Financial Group Retirement Plan · Sponsored by Bleecker Financial Group, Inc. · Texas · Finance & Insurance

$649K in assets, 3 participants

Bleecker Financial Group, Inc.'s Bleecker Financial Group Retirement Plan reported $649K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,222 in Finance & Insurance (9,261 peers)

Bleecker Financial Group, Inc. multi-year trail

Bleecker Financial Group, Inc.'s plans moved +33.4% in assets from 2022 to 2024; this filing shows Bleecker Financial Group Retirement Plan at $649K / 3 participants.

#1,222
in Finance & Insurance (9,261 peers)
+0.4%
assets growth YoY

Bleecker Financial Group Retirement Plan among the smaller filed plans by assets

Bleecker Financial Group Retirement Plan vs every filed plan by assets

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

$648,551 21st percentile higher than 21% 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

Bleecker Financial Group Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bleecker Financial Group Retirement Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 831060945 · Bleecker Financial Group, Inc. PY 2022 · 401(k)

Bleecker Financial Group Retirement Plan · $649K · 3 · 21st

  • EIN $649K
  • RANK 3
  • PHOTO 21st
  • IND 401(k)
  • EOY near Hmc Fitness Inc. 401(k) Plan
  • 5500 ind #1222

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 Texas →

Bleecker Financial Group Retirement Plan in the asset neighbourhood

Bleecker Financial Group Retirement PlanBleecker Financial Group Ret…$649KHmc Fitness Inc. 401(k) Plan$649KAlternative Funding Ltd Retirement PlanAlternative Funding Ltd Reti…$649KBignoli Enterprises, Inc. 401(k) P/S PlanBignoli Enterprises, Inc. 40…$649KBeocare Group, Inc. 401(k) PlanBeocare Group, Inc. 401(k) P…$648K
End-of-year total assets ($M) among Bleecker Financial Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bleecker Financial Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bleecker Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$865K 33.419268492377626% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M 202220232024 $0.65M $0.87M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 3 $649K
2023 1 4 $728K
2024 1 4 $865K

Bleecker Financial Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$646K
Net Assets (End of Year)$649K
Net Income$3K
Employer EIN831060945
Plan Effective Date2018-06-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Bleecker Financial Group Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Bleecker Financial Group Retirement Plan, Total assets ($B): 0.000648551 · Participants: 3Bleecker Financial Group Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Bleecker Financial Group Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Bleecker Financial Group Retirement Plan side-by-side with 3 peers →

Bleecker Financial Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Hmc Fitness Inc. 401(k) Plan in OR ($649K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($649K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Bleecker Financial Group Retirement Plan assets move in 2022? ▼
Bleecker Financial Group Retirement Plan held essentially flat - up 0.4% during 2022, from $646K to $649K. Reported net income was $3K.
How have Bleecker Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bleecker Financial Group, Inc.'s sponsor-wide assets grew 33.4%, from $649K to $865K.
Where does Bleecker Financial Group Retirement Plan rank by assets among Form 5500 filers? ▼
Bleecker Financial Group Retirement Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Bleecker Financial Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hmc Fitness Inc. 401(k) Plan in OR ($649K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Bleecker Financial Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A 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 831060945.

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.