401(k) · DOL Form 5500 · 2022
Norma Lea Beasley, Sole Proprietor Successor to B&w Investments, a Tex 401(k) Plan
Data updated 2026-08-25
- $188K
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $20,891
- Avg per participant Low balance/head
Official DOL plan name: B&w Title Company Group 401(k) Plan · Sponsored by Norma Lea Beasley, Sole Proprietor Successor to B&w Investments, a Tex · Texas · Real Estate
$188K in assets, 9 participants
Norma Lea Beasley, Sole Proprietor Successor to B&w Investments, a Tex's B&w Title Company Group 401(k) Plan reported $188K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.
- #778 in Real Estate (5,057 peers)
2022 asset change
B&w Title Company Group 401(k) Plan pulled back noticeably 10.9% in 2022 ($211K → $188K) for 9 participants.
- #778
- in Real Estate (5,057 peers)
- -10.9%
- assets change YoY
The plan reported a net loss of $23K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
B&w Title Company Group 401(k) Plan among the smaller filed plans by assets
B&w Title Company Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$188,016 10th percentile higher than 10% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
B&w Title Company Group 401(k) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. B&w Title Company Group 401(k) Plan is a micro filing (9 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 752503221 · Norma Lea Beasley, Sole Proprietor Successor to B&w Investments, a Tex PY 2022 · 401(k)
B&w Title Company Group 401(k) Plan · $188K · 9 · 10th
- TYPE $188K
- NET 9
- BOOK 10th
- VS-ST 401(k)
- BOY near The Wooden Plate Co. 401(k) Plan
- SCH ind #778
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 Real Estate retirement plans → · Plans in Texas →
B&w Title Company Group 401(k) Plan in the asset neighbourhood
Norma Lea Beasley, Sole Proprietor Successor to B&w Investments, a Tex years around the 2022 move
Sponsor-wide plan assets over time
All Norma Lea Beasley, Sole Proprietor Successor to B&w Investments, a Tex plans reported in each filing year
- Latest sponsor-wide plan assets
- $199K 5.833014211556463% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $188K |
| 2023 | 1 | 9 | $202K |
| 2024 | 2 | 33 | $199K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $211K |
|---|---|
| Net Assets (End of Year) | $188K |
| Net Income | -$23K |
| Employer EIN | 752503221 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
B&w Title Company Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is The Wooden Plate Co. 401(k) Plan in VA ($188K); by covered participants it is Mercom Incorporated 401(k) Plan in SC (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($188K here).
- The Wooden Plate Co. 401(k) Plan (VA) $188K · N/A
- Mj Ps, Inc. 401(k) Plan (IL) $188K · 6
- Big Apple Provisions, Inc. 401(k) Plan (NJ) $188K · 1
- Stanwill Inc. 401(k) Plan (TN) $188K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
- Mercom Incorporated 401(k) Plan (SC) 9 · 0 off
- Huntsville Reproductive Medicine, PC 401(k) Profit Sharing Plan (AL) 9 · 0 off
- Napa Bound Retirement Plan (FL) 9 · 0 off
- J&r Kramer, Inc. Retirement Plan (VT) 9 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.