401(k) · DOL Form 5500 · 2022

Bakala Capital Management LLC 401(k) Plan

Data updated 2026-08-25

$158K
Total assets Small plan by assets
26
Participants Small participant base
9th
Percentile by assets National rank
$6,074
Avg per participant Low balance/head
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Official DOL plan name: Bakala Capital Management LLC 401(k) Plan · Sponsored by Bakala Capital Management LLC · South Carolina · Finance & Insurance

$158K in assets, 26 participants

Bakala Capital Management LLC's Bakala Capital Management LLC 401(k) Plan reported $158K in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #507 in Finance & Insurance (9,261 peers)

Bakala Capital Management LLC multi-year trail

Bakala Capital Management LLC's plans moved +327.7% in assets from 2022 to 2024; this filing shows Bakala Capital Management LLC 401(k) Plan at $158K / 26 participants.

#507
in Finance & Insurance (9,261 peers)
$158K
reported net income

Bakala Capital Management LLC 401(k) Plan among the smaller filed plans by assets

Bakala Capital Management LLC 401(k) Plan vs every filed plan by assets

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

$157,923 9th percentile higher than 9% 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

Bakala Capital Management LLC 401(k) 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. Bakala Capital Management LLC 401(k) Plan is a small filing (26 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 863977985 · Bakala Capital Management LLC PY 2022 · 401(k)

Bakala Capital Management LLC 401(k) Plan · $158K · 26 · 9th

  • NET $158K
  • BOOK 26
  • VS-ST 9th
  • BOY 401(k)
  • SCH near Ciao Global, Inc. 401(k) Plan
  • EBSA ind #507

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 Finance & Insurance retirement plans → · Plans in South Carolina →

Bakala Capital Management LLC 401(k) Plan in the asset neighbourhood

Bakala Capital Management LLC 401(k) PlanBakala Capital Management LL…$158KCiao Global, Inc. 401(k) Plan$158KKampro Enterprises, Inc. 401(k) Profit Sharing PlanKampro Enterprises, Inc. 401…$158KLefty's Subs Inc. 401(k) Plan$158KI.S.L.E. Laboratories, Inc. 401(k) PlanI.S.L.E. Laboratories, Inc. …$158K
End-of-year total assets ($M) among Bakala Capital Management LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bakala Capital Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bakala Capital Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$675K 327.6995751093887% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.16M $0.68M ▲ +325.0%
Year Plans Participants Total Assets
2022 1 26 $158K
2023 1 41 $401K
2024 1 49 $675K

Bakala Capital Management LLC filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$158K
Net Income$158K
Employer EIN863977985
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Bakala Capital Management LLC 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Bakala Capital Management LLC 401(k) Plan, Total assets ($B): 0.000157923 · Participants: 26Bakala Capital Management LLC 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 3.615828322 · Participants: 13708Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.219673264 · Participants: 7829The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.214442524 · Participants: 9714Sonoco Retirement & Savings PlanThe Milliken Retirement Plan, Total assets ($B): 1.154082573 · Participants: 6185The Milliken Retirement PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.085276125 · Participants: 11881Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Bakala Capital Management LLC 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Bakala Capital Management LLC 401(k) Plan side-by-side with 3 peers →

Bakala Capital Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Ciao Global, Inc. 401(k) Plan in FL ($158K); by covered participants it is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($158K here).

Similar participant headcount

Nearest other-state filings by covered participants (26 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 have Bakala Capital Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bakala Capital Management LLC's sponsor-wide assets grew 327.7%, from $158K to $675K.
Where does Bakala Capital Management LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Bakala Capital Management LLC 401(k) Plan ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Bakala Capital Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ciao Global, Inc. 401(k) Plan in FL ($158K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Bakala Capital Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 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 863977985.

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.