401(k) · DOL Form 5500 · 2022

Bradley Caldwell, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
387
Participants Below avg headcount
80th
Percentile by assets National rank
$61,044
Avg per participant Low balance/head
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Official DOL plan name: Bradley Caldwell, Inc. 401(k) Retirement Savings Plan · Sponsored by Bradley Caldwell, Inc. · Pennsylvania · Wholesale Trade

$24M in assets, 387 participants

Bradley Caldwell, Inc.'s Bradley Caldwell, Inc. 401(k) Retirement Savings Plan reported $24M in total assets and 387 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,367 in Wholesale Trade (6,843 peers)

Coverage in Pennsylvania

Bradley Caldwell, Inc. 401(k) Retirement Savings Plan covers 387 participants in Pennsylvania, about 47% of the average Pennsylvania filer (state average ~822 per filing). Assets: $24M.

#5,367
in Wholesale Trade (6,843 peers)
-14.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bradley Caldwell, Inc. 401(k) Retirement Savings Plan's outsized position by total assets

Bradley Caldwell, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$23,624,209 Top 20% higher than 80% 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

Bradley Caldwell, Inc. 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bradley Caldwell, Inc. 401(k) Retirement Savings Plan sits mid-pack in the medium band (387 participants).

DOL schedule card

Filing strip 210698772 · Bradley Caldwell, Inc. PY 2022 · 401(k)

Bradley Caldwell, Inc. 401(k) Retirement Savings Plan · $24M · 387 · 80th

  • 5500 $24M
  • ASSETS 387
  • PCT 80th
  • EIN 401(k)
  • RANK near T-N-T Crane & Rigging, Inc. 401(k) Plan
  • PHOTO ind #5367

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Bradley Caldwell, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

T-N-T Crane & Rigging, Inc. 401(k) PlanT-N-T Crane & Rigging, Inc. …$24MOrange County Bancorp Inc. Employee Stock Ownership and Savings PlanOrange County Bancorp Inc. E…$24MKeywords US Holdings, Inc. 401(k) P/S PlanKeywords US Holdings, Inc. 4…$24MKeywords US Holdings, Inc. 401(k) P/S PlanKeywords US Holdings, Inc. 4…$24MBradley Caldwell, Inc. 401(k) Retirement Savings PlanBradley Caldwell, Inc. 401(k…$24M
End-of-year total assets ($M) among Bradley Caldwell, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$24M
Net Income-$4M
Employer EIN210698772
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bradley Caldwell, Inc.)

Sponsor-wide plan assets over time

All Bradley Caldwell, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 27.252125139935902% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $23.6M $30.1M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 387 $24M
2023 1 404 $27M
2024 1 348 $30M

Nearby 401(k) Plans in Pennsylvania

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

Bradley Caldwell, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Bradley Caldwell, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.023624209 · Participants: 387Bradley Caldwell, Inc. 401(k) Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Bradley Caldwell, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Bradley Caldwell, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Bradley Caldwell, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is T-N-T Crane & Rigging, Inc. 401(k) Plan in TX ($24M); by covered participants it is Arena Event Services Savings Plan in WI (387 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (387 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 Bradley Caldwell, Inc. 401(k) Retirement Savings Plan assets move in 2022? ▼
Bradley Caldwell, Inc. 401(k) Retirement Savings Plan pulled back noticeably - down 14.7% during 2022, from $28M to $24M. Reported net income was -$4M.
How have Bradley Caldwell, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bradley Caldwell, Inc.'s sponsor-wide assets grew 27.3%, from $24M to $30M.
Where does Bradley Caldwell, Inc. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Bradley Caldwell, Inc. 401(k) Retirement Savings Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bradley Caldwell, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is T-N-T Crane & Rigging, Inc. 401(k) Plan in TX ($24M, 640 participants).
Which 401(k) plans cover a similar participant headcount to Bradley Caldwell, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arena Event Services Savings Plan in WI (387 participants, $5M 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 210698772.

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.