401(k) · DOL Form 5500 · 2022

Balance Technology, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
118
Participants Small participant base
73rd
Percentile by assets National rank
$129,696
Avg per participant Near avg balance/head
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Official DOL plan name: Balance Technology, Inc. 401(k) Plan · Sponsored by Balance Technology, Inc. · Michigan · Manufacturing

$15M in assets, 118 participants

Balance Technology, Inc.'s Balance Technology, Inc. 401(k) Plan reported $15M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #12,859 in Manufacturing (20,602 peers)

Coverage in Michigan

Balance Technology, Inc. 401(k) Plan covers 118 participants in Michigan, about 19% of the average Michigan filer (state average ~638 per filing). Assets: $15M.

#12,859
in Manufacturing (20,602 peers)
-20.3%
assets change YoY

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.

Balance Technology, Inc. 401(k) Plan's outsized position by total assets

Balance Technology, Inc. 401(k) Plan vs every filed plan by assets

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

$15,304,071 Top 27% higher than 73% 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

Balance Technology, 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. Balance Technology, Inc. 401(k) Plan sits mid-pack in the medium band (118 participants).

Form 5500 schedule snapshot

Filing strip 382822225 · Balance Technology, Inc. PY 2022 · 401(k)

Balance Technology, Inc. 401(k) Plan · $15M · 118 · 73rd

  • SCH $15M
  • SCH 118
  • SCH 73rd
  • SCH 401(k)
  • SCH near Server Products, Inc. Employees 401(k) Retirement Plan
  • SCH ind #12859

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 Michigan →

Balance Technology, Inc. 401(k) Plan in the asset neighbourhood

Balance Technology, Inc. 401(k) PlanBalance Technology, Inc. 401…$15MServer Products, Inc. Employees 401(k) Retirement PlanServer Products, Inc. Employ…$15MGardiner & Theobald Inc. 401(k) Profit Sharing PlanGardiner & Theobald Inc. 401…$15MJ. Calnan and Associates, Inc. 401(k) PlanJ. Calnan and Associates, In…$15MKsl Associate Group 401(k) PlanKsl Associate Group 401(k) P…$15M
End-of-year total assets ($M) among Balance Technology, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$15M
Net Income-$4M
Employer EIN382822225
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balance Technology, Inc.)

Sponsor-wide plan assets over time

All Balance Technology, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 2.523772922903978% vs 2022
2024 filing year
$15M$16M$17M$18M 202220232024 $15.3M $15.7M ▲ +2.5%
Year Plans Participants Total Assets
2022 1 118 $15M
2023 1 122 $17M
2024 1 81 $16M

Nearby 401(k) Plans in Michigan

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

Balance Technology, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Balance Technology, Inc. 401(k) Plan, Total assets ($B): 0.015304071 · Participants: 118Balance Technology, Inc. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Balance Technology, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Balance Technology, Inc. 401(k) Plan side-by-side with 3 peers →

Balance Technology, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Server Products, Inc. Employees 401(k) Retirement Plan in WI ($15M); by covered participants it is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Balance Technology, Inc. 401(k) Plan assets move in 2022? ▼
Balance Technology, Inc. 401(k) Plan declined sharply - down 20.3% during 2022, from $19M to $15M. Reported net income was -$4M.
How have Balance Technology, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balance Technology, Inc.'s sponsor-wide assets grew 2.5%, from $15M to $16M.
Which 401(k) plans are similar in size to Balance Technology, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Server Products, Inc. Employees 401(k) Retirement Plan in WI ($15M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Balance Technology, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 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 382822225.

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.