401(k) · DOL Form 5500 · 2022

Baldassarra Investments Inc. 401(k) Plan

Data updated 2026-08-25

$108K
Total assets Small plan by assets
4
Participants Small participant base
7th
Percentile by assets National rank
$26,912
Avg per participant Low balance/head
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Official DOL plan name: Baldassarra Investments Inc. 401(k) Plan · Sponsored by Baldassarra Investments Inc. · Florida · Arts, Entertainment & Recreation

$108K in assets, 4 participants

Baldassarra Investments Inc.'s Baldassarra Investments Inc. 401(k) Plan reported $108K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 7th 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.

  • #517 in Arts, Entertainment & Recreation (3,077 peers)

2022 asset change

Baldassarra Investments Inc. 401(k) Plan grew at a solid clip 13.3% in 2022 ($95K → $108K) for 4 participants.

#517
in Arts, Entertainment & Recreation (3,077 peers)
+13.3%
assets growth YoY

Baldassarra Investments Inc. 401(k) Plan among the smaller filed plans by assets

Baldassarra Investments Inc. 401(k) Plan vs every filed plan by assets

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

$107,647 7th percentile higher than 7% 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

Baldassarra Investments Inc. 401(k) 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. Baldassarra Investments Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 833302069 · Baldassarra Investments Inc. PY 2022 · 401(k)

Baldassarra Investments Inc. 401(k) Plan · $108K · 4 · 7th

  • NET $108K
  • NET 4
  • NET 7th
  • NET 401(k)
  • NET near Fielding Premium Fitness Inc 401(k) Plan
  • NET ind #517

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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

Baldassarra Investments Inc. 401(k) Plan in the asset neighbourhood

Baldassarra Investments Inc. 401(k) PlanBaldassarra Investments Inc.…$108KFielding Premium Fitness Inc 401(k) PlanFielding Premium Fitness Inc…$108KDestiny Springs Healthcare, LLC 401(k) Retirement PlanDestiny Springs Healthcare, …$108KOnly Believe Inc. 401(k) Plan$108KImpact Discovery Retirement PlanImpact Discovery Retirement …$108K
End-of-year total assets ($M) among Baldassarra Investments Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Baldassarra Investments Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Baldassarra Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.05M$0.1M$0.15M 20222023 $0.11M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 4 $108K
2023 1 4 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$95K
Net Assets (End of Year)$108K
Net Income$13K
Employer EIN833302069
Plan Effective Date2019-01-18
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Baldassarra Investments Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Baldassarra Investments Inc. 401(k) Plan, Total assets ($B): 0.000107647 · Participants: 4Baldassarra Investments Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Baldassarra Investments Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Baldassarra Investments Inc. 401(k) Plan side-by-side with 3 peers →

Baldassarra Investments Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Fielding Premium Fitness Inc 401(k) Plan in OH ($108K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($108K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Baldassarra Investments Inc. 401(k) Plan assets move in 2022? ▼
Baldassarra Investments Inc. 401(k) Plan grew at a solid clip - up 13.3% during 2022, from $95K to $108K. Reported net income was $13K.
Where does Baldassarra Investments Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Baldassarra Investments Inc. 401(k) Plan ranks in the 7th 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 Baldassarra Investments Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fielding Premium Fitness Inc 401(k) Plan in OH ($108K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Baldassarra Investments Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 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 833302069.

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.