401(k)
2022 plan-year 401(k) DOL Form 5500

Bells Brewery, Inc. 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bells Brewery, Inc. · Michigan · Manufacturing

What the 2023 filing shows

Bells Brewery, Inc. 401(k) Profit Sharing Plan holds $22M for 489 participants — about $45,808 per participant, down 24.3% over the 2022 plan year.

$22M
total plan assets (2022 EOY)
489
covered participants
$45,808
avg assets per participant
-24.3%
assets change YoY

The plan reported a net loss of $7M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$22M
Participants
489
State
Industry
Manufacturing

What the Filing Says About Bells Brewery, Inc. 401(k) Profit Sharing Plan

Bells Brewery, Inc. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Bells Brewery, Inc., headquartered in Michigan. As of the 2022 Form 5500 filing, the plan reports $22M in total end-of-year assets and covers 489 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 382467659, and the plan has been effective since 1998-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $30M at the beginning of 2022 to $22M at year-end — a decline of 24.3%. Net assets (after liabilities) closed the year at $22M, with reported net income of $-7,208,528 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$30M
Total Assets (End of Year)$22M
Net Assets (End of Year)$22M
Net Income$-7,208,528
Plan Type401(k)
Employer EIN382467659
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Bells Brewery, Inc. 401(k) Profit Sharing Plan?
As of the 2022 Form 5500 filing, Bells Brewery, Inc. 401(k) Profit Sharing Plan holds $22M in total assets with 489 participants. It is sponsored by Bells Brewery, Inc..
What type of plan is Bells Brewery, Inc. 401(k) Profit Sharing Plan?
Bells Brewery, Inc. 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1998-07-01. The plan is filed with the U.S. Department of Labor under EIN 382467659.
Who sponsors the Bells Brewery, Inc. 401(k) Profit Sharing Plan?
Bells Brewery, Inc. 401(k) Profit Sharing Plan is sponsored by Bells Brewery, Inc., located in Michigan. The sponsor's EIN is 382467659 and the plan operates in the Manufacturing industry.
How did Bells Brewery, Inc. 401(k) Profit Sharing Plan perform in 2022?
Bells Brewery, Inc. 401(k) Profit Sharing Plan declined by 24.3% during 2022, moving from $30M to $22M in total assets. Net income was $-7,208,528.
Where can I find official filings for Bells Brewery, Inc. 401(k) Profit Sharing Plan?
Official Form 5500 filings for Bells Brewery, Inc. 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 382467659 or plan name at efast.dol.gov.
How does Bells Brewery, Inc. 401(k) Profit Sharing Plan compare to other plans?
You can compare Bells Brewery, Inc. 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 382467659.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.