401(k) · DOL Form 5500 · 2022

Balke Brown Transwestern, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
144
Participants Small participant base
48th
Percentile by assets National rank
$30,043
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Balke Brown Transwestern Inc. 401(k) Plan · Sponsored by Balke Brown Transwestern, Inc. · Missouri · Real Estate

$4M in assets, 144 participants

Balke Brown Transwestern, Inc.'s Balke Brown Transwestern Inc. 401(k) Plan reported $4M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,322 in Real Estate (5,057 peers)

Coverage in Missouri

Balke Brown Transwestern Inc. 401(k) Plan covers 144 participants in Missouri, about 20% of the average Missouri filer (state average ~737 per filing). Assets: $4M.

#3,322
in Real Estate (5,057 peers)
-9.1%
assets change YoY

The plan reported a net loss of $436K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Balke Brown Transwestern Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Balke Brown Transwestern Inc. 401(k) Plan vs every filed plan by assets

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

$4,326,257 48th percentile higher than 48% 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

Balke Brown Transwestern Inc. 401(k) 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. Balke Brown Transwestern Inc. 401(k) Plan sits mid-pack in the medium band (144 participants).

EBSA filing schedule strip

Filing strip 431176330 · Balke Brown Transwestern, Inc. PY 2022 · 401(k)

Balke Brown Transwestern Inc. 401(k) Plan · $4M · 144 · 48th

  • TYPE $4M
  • NET 144
  • BOOK 48th
  • VS-ST 401(k)
  • BOY near Family Focus Employees Savings Trust
  • SCH ind #3322

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 Real Estate retirement plans → · Plans in Missouri →

Balke Brown Transwestern Inc. 401(k) Plan in the asset neighbourhood

Balke Brown Transwestern Inc. 401(k) PlanBalke Brown Transwestern Inc…$4MFamily Focus Employees Savings TrustFamily Focus Employees Savin…$4MForza Group, Inc. 401(k) Profit Sharing PlanForza Group, Inc. 401(k) Pro…$4MSatori Capital 401(k) Plan$4MGary Mathews Motors, Inc. 401(k) PlanGary Mathews Motors, Inc. 40…$4M
End-of-year total assets ($M) among Balke Brown Transwestern Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$436K
Employer EIN431176330
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balke Brown Transwestern, Inc.)

Sponsor-wide plan assets over time

All Balke Brown Transwestern, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 37.83343929845945% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.4M $14.4M ▲ +37.8%
Year Plans Participants Total Assets
2022 2 257 $10M
2023 2 306 $12M
2024 2 334 $14M

Nearby 401(k) Plans in Missouri

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

Balke Brown Transwestern Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Balke Brown Transwestern Inc. 401(k) Plan, Total assets ($B): 0.004326257 · Participants: 144Balke Brown Transwestern Inc. 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Balke Brown Transwestern Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Balke Brown Transwestern Inc. 401(k) Plan side-by-side with 3 peers →

Balke Brown Transwestern Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Family Focus Employees Savings Trust in IL ($4M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (144 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Balke Brown Transwestern Inc. 401(k) Plan assets move in 2022? ▼
Balke Brown Transwestern Inc. 401(k) Plan pulled back noticeably - down 9.1% during 2022, from $5M to $4M. Reported net income was -$436K.
How have Balke Brown Transwestern, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balke Brown Transwestern, Inc.'s sponsor-wide assets grew 37.8%, from $10M to $14M.
Which 401(k) plans are similar in size to Balke Brown Transwestern Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Family Focus Employees Savings Trust in IL ($4M, 263 participants).
Which 401(k) plans cover a similar participant headcount to Balke Brown Transwestern Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (144 participants, $30K 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 431176330.

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.