401(k) · DOL Form 5500 · 2022

The Bellows Shoppe, Inc. 401(k) Plan

Data updated 2026-08-25

$960K
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$319,970
Avg per participant High balance/head
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Official DOL plan name: The Bellows Shoppe, Inc. 401(k) Plan and Trust · Sponsored by The Bellows Shoppe, Inc. · Illinois · Retail Trade

$960K in assets, 3 participants

The Bellows Shoppe, Inc.'s The Bellows Shoppe, Inc. 401(k) Plan and Trust reported $960K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,289 in Retail Trade (9,519 peers)

The Bellows Shoppe, Inc. multi-year trail

The Bellows Shoppe, Inc.'s plans moved +25.0% in assets from 2022 to 2023; this filing shows The Bellows Shoppe, Inc. 401(k) Plan and Trust at $960K / 3 participants.

#3,289
in Retail Trade (9,519 peers)
-18.3%
assets change YoY

The plan reported a net loss of $216K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Bellows Shoppe, Inc. 401(k) Plan and Trust among the smaller filed plans by assets

The Bellows Shoppe, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$959,909 25th percentile higher than 25% 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

The Bellows Shoppe, Inc. 401(k) Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Bellows Shoppe, Inc. 401(k) Plan and Trust is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 363743973 · The Bellows Shoppe, Inc. PY 2022 · 401(k)

The Bellows Shoppe, Inc. 401(k) Plan and Trust · $960K · 3 · 25th

  • EBSA $960K
  • EBSA 3
  • EBSA 25th
  • EBSA 401(k)
  • EBSA near Shoreline 401(k) Trust
  • EBSA ind #3289

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 Retail Trade retirement plans → · Plans in Illinois →

The Bellows Shoppe, Inc. 401(k) Plan and Trust in the asset neighbourhood

The Bellows Shoppe, Inc. 401(k) Plan and TrustThe Bellows Shoppe, Inc. 401…$960KShoreline 401(k) Trust$960KJohn B Lee Md Inc Solo 401(k)$960KFour Corners International Ventures 401(k) Profit Sharing PlanFour Corners International V…$960KFuturex Industries, Inc.$960K
End-of-year total assets ($M) among The Bellows Shoppe, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The Bellows Shoppe, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Bellows Shoppe, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 25.02518467896436% vs 2022
2023 filing year
$0.9M$1M$1.1M$1.2M$1.3M 20222023 $0.96M $1.2M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 3 $960K
2023 1 3 $1M

The Bellows Shoppe, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$960K
Net Income-$216K
Employer EIN363743973
Plan Effective Date2005-02-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

The Bellows Shoppe, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants The Bellows Shoppe, Inc. 401(k) Plan and Trust, Total assets ($B): 0.000959909 · Participants: 3The Bellows Shoppe, Inc. 401(k) Plan and TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
The Bellows Shoppe, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The Bellows Shoppe, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

The Bellows Shoppe, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Shoreline 401(k) Trust in FL ($960K); 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 ($960K 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 The Bellows Shoppe, Inc. 401(k) Plan and Trust assets move in 2022? ▼
The Bellows Shoppe, Inc. 401(k) Plan and Trust declined sharply - down 18.3% during 2022, from $1M to $960K. Reported net income was -$216K.
How have The Bellows Shoppe, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Bellows Shoppe, Inc.'s sponsor-wide assets grew 25.0%, from $960K to $1M.
Where does The Bellows Shoppe, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
The Bellows Shoppe, Inc. 401(k) Plan and Trust ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to The Bellows Shoppe, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Shoreline 401(k) Trust in FL ($960K, 1 participant).
Which 401(k) plans cover a similar participant headcount to The Bellows Shoppe, Inc. 401(k) Plan and Trust? ▼
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 363743973.

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.