401(k) · DOL Form 5500 · 2022

Bestow Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
216
Participants Below avg headcount
51st
Percentile by assets National rank
$23,731
Avg per participant Low balance/head
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Official DOL plan name: Bestow 401(k) Plan · Sponsored by Bestow Inc. · Texas · Finance & Insurance

$5M in assets, 216 participants

Bestow Inc.'s Bestow 401(k) Plan reported $5M in total assets and 216 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,298 in Finance & Insurance (9,261 peers)

Coverage in Texas

Bestow 401(k) Plan covers 216 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#3,298
in Finance & Insurance (9,261 peers)
+26.0%
assets growth YoY

Bestow 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Bestow 401(k) Plan vs every filed plan by assets

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

$5,125,988 Top 49% higher than 51% 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

Bestow 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. Bestow 401(k) Plan sits mid-pack in the medium band (216 participants).

Plan-year Form 5500 strip

Filing strip 812359338 · Bestow Inc. PY 2022 · 401(k)

Bestow 401(k) Plan · $5M · 216 · 51st

  • PHOTO $5M
  • IND 216
  • EOY 51st
  • 5500 401(k)
  • ASSETS near Eq United 401(k) Retirement Savings Plan
  • PCT ind #3298

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 Finance & Insurance retirement plans → · Plans in Texas →

Bestow 401(k) Plan in the asset neighbourhood

Bestow 401(k) Plan$5MEq United 401(k) Retirement Savings PlanEq United 401(k) Retirement …$5MHochfelder & Weber, P.C. Cash or Deferred P/S PlanHochfelder & Weber, P.C. Cas…$5MKopp Billing Agency, Inc. 401(k) PlanKopp Billing Agency, Inc. 40…$5MHitn 401(k) Plan$5M
End-of-year total assets ($M) among Bestow 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN812359338
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bestow Inc.)

Sponsor-wide plan assets over time

All Bestow Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 97.95990548553762% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.13M $10.2M ▲ +97.9%
Year Plans Participants Total Assets
2022 1 216 $5M
2023 1 225 $7M
2024 1 153 $10M

Nearby 401(k) Plans in Texas

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

Bestow 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Bestow 401(k) Plan, Total assets ($B): 0.005125988 · Participants: 216Bestow 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Bestow 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Bestow 401(k) Plan side-by-side with 3 peers →

Bestow 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Eq United 401(k) Retirement Savings Plan in IN ($5M); by covered participants it is Unicity Homecare 401(k) Profit Sharing Plan & Trust in NJ (216 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Bestow 401(k) Plan assets move in 2022? ▼
Bestow 401(k) Plan grew sharply - up 26.0% during 2022, from $4M to $5M. Reported net income was $1M.
How have Bestow Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bestow Inc.'s sponsor-wide assets grew 98.0%, from $5M to $10M.
Which 401(k) plans are similar in size to Bestow 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eq United 401(k) Retirement Savings Plan in IN ($5M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Bestow 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unicity Homecare 401(k) Profit Sharing Plan & Trust in NJ (216 participants, $128K 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 812359338.

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.