401(k) · DOL Form 5500 · 2022

Belluck & Fox LLP 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
37
Participants Small participant base
67th
Percentile by assets National rank
$301,400
Avg per participant High balance/head
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Official DOL plan name: Belluck & Fox Retirement Plan · Sponsored by Belluck & Fox LLP · New York · Professional & Technical Services

$11M in assets, 37 participants

Belluck & Fox LLP's Belluck & Fox Retirement Plan reported $11M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,275 in Professional & Technical Services (21,562 peers)

Belluck & Fox LLP multi-year trail

Belluck & Fox LLP's plans moved +43.6% in assets from 2022 to 2024; this filing shows Belluck & Fox Retirement Plan at $11M / 37 participants.

#14,275
in Professional & Technical Services (21,562 peers)
-26.0%
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.

Belluck & Fox Retirement Plan's outsized position by total assets

Belluck & Fox Retirement Plan vs every filed plan by assets

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

$11,151,809 Top 33% higher than 67% 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

Belluck & Fox Retirement 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. Belluck & Fox Retirement Plan is a small filing (37 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 030375215 · Belluck & Fox LLP PY 2022 · 401(k)

Belluck & Fox Retirement Plan · $11M · 37 · 67th

  • VS-ST $11M
  • VS-ST 37
  • VS-ST 67th
  • VS-ST 401(k)
  • VS-ST near Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan
  • VS-ST ind #14275

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 Professional & Technical Services retirement plans → · Plans in New York →

Belluck & Fox Retirement Plan in the asset neighbourhood

Belluck & Fox Retirement Plan$11MBob Sumerel Tire Co., Inc 401(k) and Profit Sharing PlanBob Sumerel Tire Co., Inc 40…$11MThe Fiesta Tableware Company 401(k) Profit Sharing PlanThe Fiesta Tableware Company…$11MPontiac Bancorp 401(k) Savings PlanPontiac Bancorp 401(k) Savin…$11MKivvit Retirement Plan$11M
End-of-year total assets ($M) among Belluck & Fox Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Belluck & Fox LLP multi-year asset trail

Sponsor-wide plan assets over time

All Belluck & Fox LLP plans reported in each filing year

Latest sponsor-wide plan assets
$16M 43.5666356911242% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.2M $16M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 37 $11M
2023 1 37 $14M
2024 1 43 $16M

Belluck & Fox LLP filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$11M
Net Income-$4M
Employer EIN030375215
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Belluck & Fox Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Belluck & Fox Retirement Plan, Total assets ($B): 0.011151809 · Participants: 37Belluck & Fox Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Belluck & Fox Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Belluck & Fox Retirement Plan side-by-side with 3 peers →

Belluck & Fox Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan in KY ($11M); by covered participants it is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Belluck & Fox Retirement Plan assets move in 2022? ▼
Belluck & Fox Retirement Plan declined sharply - down 26.0% during 2022, from $15M to $11M. Reported net income was -$4M.
How have Belluck & Fox LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belluck & Fox LLP's sponsor-wide assets grew 43.6%, from $11M to $16M.
Which 401(k) plans are similar in size to Belluck & Fox Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bob Sumerel Tire Co., Inc 401(k) and Profit Sharing Plan in KY ($11M, 264 participants).
Which 401(k) plans cover a similar participant headcount to Belluck & Fox Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants, $438K 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 030375215.

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.