401(k) · DOL Form 5500 · 2022

Bearings & Drives Unlimited, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
219
Participants Below avg headcount
76th
Percentile by assets National rank
$82,763
Avg per participant Below avg balance/head
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Official DOL plan name: Bearing & Drive Solutions 401(k) Retirement Plan · Sponsored by Bearings & Drives Unlimited, Inc. · Pennsylvania · Wholesale Trade

$18M in assets, 219 participants

Bearings & Drives Unlimited, Inc.'s Bearing & Drive Solutions 401(k) Retirement Plan reported $18M in total assets and 219 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,972 in Wholesale Trade (6,843 peers)

Coverage in Pennsylvania

Bearing & Drive Solutions 401(k) Retirement Plan covers 219 participants in Pennsylvania, about 27% of the average Pennsylvania filer (state average ~822 per filing). Assets: $18M.

#4,972
in Wholesale Trade (6,843 peers)
-19.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bearing & Drive Solutions 401(k) Retirement Plan's outsized position by total assets

Bearing & Drive Solutions 401(k) Retirement Plan vs every filed plan by assets

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

$18,125,108 Top 24% higher than 76% 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

Bearing & Drive Solutions 401(k) Retirement 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. Bearing & Drive Solutions 401(k) Retirement Plan sits mid-pack in the medium band (219 participants).

EBSA filing schedule strip

Filing strip 272245260 · Bearings & Drives Unlimited, Inc. PY 2022 · 401(k)

Bearing & Drive Solutions 401(k) Retirement Plan · $18M · 219 · 76th

  • PART $18M
  • TYPE 219
  • NET 76th
  • BOOK 401(k)
  • VS-ST near Orders Construction Company 401(k) Plan
  • BOY ind #4972

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 Pennsylvania →

Bearing & Drive Solutions 401(k) Retirement Plan in the asset neighbourhood

Bearing & Drive Solutions 401(k) Retirement PlanBearing & Drive Solutions 40…$18MOrders Construction Company 401(k) PlanOrders Construction Company …$18MHarrison French & Associates, Ltd. 401(k) PlanHarrison French & Associates…$18MBoca West Country Club 401(k) Retirement PlanBoca West Country Club 401(k…$18MIse Labs, Inc. 401(k) Plan$18M
End-of-year total assets ($M) among Bearing & Drive Solutions 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$18M
Net Income-$4M
Employer EIN272245260
Plan Effective Date1979-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bearings & Drives Unlimited, Inc.)

Sponsor-wide plan assets over time

All Bearings & Drives Unlimited, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 54.783254257022904% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.1M $28.1M ▲ +54.7%
Year Plans Participants Total Assets
2022 1 219 $18M
2023 1 256 $28M
2024 1 268 $28M

Nearby 401(k) Plans in Pennsylvania

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

Bearing & Drive Solutions 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Bearing & Drive Solutions 401(k) Retirement Plan, Total assets ($B): 0.018125108 · Participants: 219Bearing & Drive Solutions 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Bearing & Drive Solutions 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Bearing & Drive Solutions 401(k) Retirement Plan side-by-side with 3 peers →

Bearing & Drive Solutions 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Orders Construction Company 401(k) Plan in WV ($18M); by covered participants it is Metal Matic, Inc. Minneapolis Union Employees' 401(k) Plan in MN (219 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (219 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 Bearing & Drive Solutions 401(k) Retirement Plan assets move in 2022? ▼
Bearing & Drive Solutions 401(k) Retirement Plan declined sharply - down 19.5% during 2022, from $23M to $18M. Reported net income was -$4M.
How have Bearings & Drives Unlimited, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bearings & Drives Unlimited, Inc.'s sponsor-wide assets grew 54.8%, from $18M to $28M.
Where does Bearing & Drive Solutions 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Bearing & Drive Solutions 401(k) Retirement Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bearing & Drive Solutions 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orders Construction Company 401(k) Plan in WV ($18M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Bearing & Drive Solutions 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Metal Matic, Inc. Minneapolis Union Employees' 401(k) Plan in MN (219 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 272245260.

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.