401(k) · DOL Form 5500 · 2022

Bard Global Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
72
Participants Small participant base
46th
Percentile by assets National rank
$55,587
Avg per participant Low balance/head
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Official DOL plan name: Bard Global Holdings, Inc. · Sponsored by Bard Global Holdings, Inc. · Colorado · Manufacturing

$4M in assets, 72 participants

Bard Global Holdings, Inc.'s Bard Global Holdings, Inc. reported $4M in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #6,037 in Manufacturing (20,602 peers)

Bard Global Holdings, Inc. multi-year trail

Bard Global Holdings, Inc.'s plans moved +15.8% in assets from 2022 to 2023; this filing shows Bard Global Holdings, Inc. at $4M / 72 participants.

#6,037
in Manufacturing (20,602 peers)
-13.1%
assets change YoY

The plan reported a net loss of $603K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bard Global Holdings, Inc.'s mid-pack asset rank among Manufacturing and all filers

Bard Global Holdings, Inc. vs every filed plan by assets

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

$4,002,255 46th percentile higher than 46% 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

Bard Global Holdings, Inc. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bard Global Holdings, Inc. is a small filing (72 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 270323953 · Bard Global Holdings, Inc. PY 2022 · 401(k)

Bard Global Holdings, Inc. · $4M · 72 · 46th

  • NET $4M
  • NET 72
  • NET 46th
  • NET 401(k)
  • NET near Joffrey's Coffee and Tea Company 401(k) Plan
  • NET ind #6037

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 Manufacturing retirement plans → · Plans in Colorado →

Bard Global Holdings, Inc. in the asset neighbourhood

Bard Global Holdings, Inc.$4MJoffrey's Coffee and Tea Company 401(k) PlanJoffrey's Coffee and Tea Com…$4MThe Intellekt Group 401(k) Profit Sharing Plan & TrustThe Intellekt Group 401(k) P…$4MThe El Dorado Motors, Inc. 401(k) PlanThe El Dorado Motors, Inc. 4…$4MGeorges Family Pharmacy, Inc. 401(k) PlanGeorges Family Pharmacy, Inc…$4M
End-of-year total assets ($M) among Bard Global Holdings, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bard Global Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bard Global Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 15.76498748830347% vs 2022
2023 filing year
$3.8M$4M$4.2M$4.4M$4.6M$4.8M 20222023 $4M $4.63M ▲ +15.7%
Year Plans Participants Total Assets
2022 1 72 $4M
2023 1 81 $5M

Bard Global Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$603K
Employer EIN270323953
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Bard Global Holdings, Inc. vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Bard Global Holdings, Inc., Total assets ($B): 0.004002255 · Participants: 72Bard Global Holdings, Inc.Davita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Bard Global Holdings, Inc. vs. nearby 401(k) plans in Colorado, assets vs. participants

Bard Global Holdings, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Joffrey's Coffee and Tea Company 401(k) Plan in FL ($4M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Bard Global Holdings, Inc. assets move in 2022?
Bard Global Holdings, Inc. pulled back noticeably - down 13.1% during 2022, from $5M to $4M. Reported net income was -$603K.
How have Bard Global Holdings, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Bard Global Holdings, Inc.'s sponsor-wide assets grew 15.8%, from $4M to $5M.
Which 401(k) plans are similar in size to Bard Global Holdings, Inc.?
Among 401(k) plans in other states, the closest by assets is Joffrey's Coffee and Tea Company 401(k) Plan in FL ($4M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Bard Global Holdings, Inc.?
Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (72 participants, $4M in assets).