401(k) · DOL Form 5500 · 2022

Bellamy Enterprise Inc. 401(k) Plan

Data updated 2026-08-25

$316K
Total assets Small plan by assets
1
Participants Small participant base
14th
Percentile by assets National rank
$316,083
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bellamy Enterprise Inc. 401(k) Plan · Sponsored by Bellamy Enterprise Inc. · Kentucky · Professional & Technical Services

$316K in assets, 1 participants

Bellamy Enterprise Inc.'s Bellamy Enterprise Inc. 401(k) Plan reported $316K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,438 in Professional & Technical Services (21,562 peers)

Bellamy Enterprise Inc. multi-year trail

Bellamy Enterprise Inc.'s plans moved -58.7% in assets from 2022 to 2024; this filing shows Bellamy Enterprise Inc. 401(k) Plan at $316K / 1 participant.

#2,438
in Professional & Technical Services (21,562 peers)
+83.0%
assets growth YoY

Bellamy Enterprise Inc. 401(k) Plan among the smaller filed plans by assets

Bellamy Enterprise Inc. 401(k) Plan vs every filed plan by assets

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

$316,083 14th percentile higher than 14% 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

Bellamy Enterprise 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. Bellamy Enterprise Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 831520189 · Bellamy Enterprise Inc. PY 2022 · 401(k)

Bellamy Enterprise Inc. 401(k) Plan · $316K · 1 · 14th

  • EOY $316K
  • 5500 1
  • ASSETS 14th
  • PCT 401(k)
  • EIN near Positano Distribution Corp 401(k) Plan Profit Sharing Plan
  • RANK ind #2438

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 Professional & Technical Services retirement plans → · Plans in Kentucky →

Bellamy Enterprise Inc. 401(k) Plan in the asset neighbourhood

Bellamy Enterprise Inc. 401(k) PlanBellamy Enterprise Inc. 401(…$316KPositano Distribution Corp 401(k) Plan Profit Sharing PlanPositano Distribution Corp 4…$316KFbe Ventures Inc. 401(k) Plan$316KSprenkel, Inc. 401(k) Plan$316KCreditsafe USA Inc. 401(k) PlanCreditsafe USA Inc. 401(k) P…$316K
End-of-year total assets ($M) among Bellamy Enterprise Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bellamy Enterprise Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bellamy Enterprise Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$130K 58.72792905660855% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M 202220232024 $0.32M $0.13M ▼ -59.4%
Year Plans Participants Total Assets
2022 1 1 $316K
2023 1 1 $270K
2024 1 1 $130K

Bellamy Enterprise Inc. filing trail (2022)

Total Assets (Beginning of Year)$173K
Net Assets (End of Year)$316K
Net Income$143K
Employer EIN831520189
Plan Effective Date2018-08-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Bellamy Enterprise Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Bellamy Enterprise Inc. 401(k) Plan, Total assets ($B): 0.000316083 · Participants: 1Bellamy Enterprise Inc. 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Bellamy Enterprise Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Bellamy Enterprise Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Positano Distribution Corp 401(k) Plan Profit Sharing Plan in NJ ($316K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($316K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Bellamy Enterprise Inc. 401(k) Plan assets move in 2022? ▼
Bellamy Enterprise Inc. 401(k) Plan surged - up 83.0% during 2022, from $173K to $316K. Reported net income was $143K.
How have Bellamy Enterprise Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellamy Enterprise Inc.'s sponsor-wide assets declined 58.7%, from $316K to $130K.
Where does Bellamy Enterprise Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bellamy Enterprise Inc. 401(k) Plan ranks in the 14th 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 Bellamy Enterprise Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Positano Distribution Corp 401(k) Plan Profit Sharing Plan in NJ ($316K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Bellamy Enterprise Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, 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 831520189.

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.