401(k) · DOL Form 5500 · 2022

Bay Verte Machinery, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
21
Participants Small participant base
45th
Percentile by assets National rank
$183,911
Avg per participant Above avg balance/head
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Official DOL plan name: Bay Verte Machinery, Inc. Savings and Retirement Plan · Sponsored by Bay Verte Machinery, Inc. · Wisconsin · Wholesale Trade

$4M in assets, 21 participants

Bay Verte Machinery, Inc.'s Bay Verte Machinery, Inc. Savings and Retirement Plan reported $4M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,241 in Wholesale Trade (6,843 peers)

Bay Verte Machinery, Inc. multi-year trail

Bay Verte Machinery, Inc.'s plans moved +92.3% in assets from 2022 to 2024; this filing shows Bay Verte Machinery, Inc. Savings and Retirement Plan at $4M / 21 participants.

#2,241
in Wholesale Trade (6,843 peers)
-23.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bay Verte Machinery, Inc. Savings and Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Bay Verte Machinery, Inc. Savings and Retirement Plan vs every filed plan by assets

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

$3,862,136 45th percentile higher than 45% 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

Bay Verte Machinery, Inc. Savings and Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bay Verte Machinery, Inc. Savings and Retirement Plan is a small filing (21 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 391824311 · Bay Verte Machinery, Inc. PY 2022 · 401(k)

Bay Verte Machinery, Inc. Savings and Retirement Plan · $4M · 21 · 45th

  • TYPE $4M
  • NET 21
  • BOOK 45th
  • VS-ST 401(k)
  • BOY near Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust
  • SCH ind #2241

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 Wisconsin →

Bay Verte Machinery, Inc. Savings and Retirement Plan in the asset neighbourhood

Bay Verte Machinery, Inc. Savings and Retirement PlanBay Verte Machinery, Inc. Sa…$4MPortmeirion Group USA, Inc. 401(k) Profit Sharing Plan and TrustPortmeirion Group USA, Inc. …$4MDo Life Better 401(k) Plan$4MLogix Inc 401(k) Profit Sharing Plan & TrustLogix Inc 401(k) Profit Shar…$4MLoanmart 401(k) Plan$4M
End-of-year total assets ($M) among Bay Verte Machinery, Inc. Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bay Verte Machinery, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bay Verte Machinery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 92.328545654529% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.86M $7.43M ▲ +92.5%
Year Plans Participants Total Assets
2022 1 21 $4M
2023 1 26 $6M
2024 1 28 $7M

Bay Verte Machinery, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN391824311
Plan Effective Date2009-01-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Bay Verte Machinery, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Bay Verte Machinery, Inc. Savings and Retirement Plan, Total assets ($B): 0.003862136 · Participants: 21Bay Verte Machinery, Inc. Savings and Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Bay Verte Machinery, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bay Verte Machinery, Inc. Savings and Retirement Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust in CT ($4M); by covered participants it is Aj's Recycling Services, Inc. 401(k) Plan in MI (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Bay Verte Machinery, Inc. Savings and Retirement Plan assets move in 2022? ▼
Bay Verte Machinery, Inc. Savings and Retirement Plan declined sharply - down 23.7% during 2022, from $5M to $4M. Reported net income was -$1M.
How have Bay Verte Machinery, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bay Verte Machinery, Inc.'s sponsor-wide assets grew 92.3%, from $4M to $7M.
Which 401(k) plans are similar in size to Bay Verte Machinery, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Portmeirion Group USA, Inc. 401(k) Profit Sharing Plan and Trust in CT ($4M, 42 participants).
Which 401(k) plans cover a similar participant headcount to Bay Verte Machinery, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aj's Recycling Services, Inc. 401(k) Plan in MI (21 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 391824311.

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.