401(k) · DOL Form 5500 · 2022
B & Z Management 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 108
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $12,511
- Avg per participant Low balance/head
Official DOL plan name: B & Z Management 401(k) Profit Sharing Plan and Trust · Sponsored by B & Z Management · Connecticut · Food Services & Accommodation
$1M in assets, 108 participants
B & Z Management's B & Z Management 401(k) Profit Sharing Plan and Trust reported $1M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #2,917 in Food Services & Accommodation (4,592 peers)
Coverage in Connecticut
B & Z Management 401(k) Profit Sharing Plan and Trust covers 108 participants in Connecticut, about 15% of the average Connecticut filer (state average ~718 per filing). Assets: $1M.
- #2,917
- in Food Services & Accommodation (4,592 peers)
- -3.9%
- assets change YoY
The plan reported a net loss of $55K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
B & Z Management 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets
B & Z Management 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,351,236 28th percentile higher than 28% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
B & Z Management 401(k) Profit Sharing Plan and Trust 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. B & Z Management 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (108 participants).
Published 5500 schedule card
Filing strip 261091424 · B & Z Management PY 2022 · 401(k)
B & Z Management 401(k) Profit Sharing Plan and Trust · $1M · 108 · 28th
- PART $1M
- PART 108
- PART 28th
- PART 401(k)
- PART near Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan
- PART ind #2917
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 Food Services & Accommodation retirement plans → · Plans in Connecticut →
B & Z Management 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$55K |
| Employer EIN | 261091424 |
| Plan Effective Date | 2016-02-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- United Technologies Corporation Employee Savings Plan $48.9B · 55,762
- GE Retirement Savings Plan $24.8B · 57,522
- Citi Retirement Savings Plan $17.4B · 70,070
- The Hartford Investment and Savings Plan $5.6B · 17,724
- Xerox Corporation Savings Plan $3.6B · 11,876
B & Z Management 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Bradford Williams Jackson, Dds, PA 401(k) Retirement Plan in NC ($1M); by covered participants it is Holman Professional Counseling 401(k) Plan in CA (108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.
- Holman Professional Counseling 401(k) Plan (CA) 108 · 0 off
- Ginsburg Development Companies LLC & Affiliates 401(k) Plan (NY) 108 · 0 off
- Putnam Ridge 401(k) Retirement Plan (NY) 108 · 0 off
- Newmark Homes 401(k) Plan (TX) 108 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.