401(k) · DOL Form 5500 · 2022
Balsam Brands Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 169
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $69,942
- Avg per participant Below avg balance/head
Official DOL plan name: Balsam Brands Inc. Retirement Trust · Sponsored by Balsam Brands Inc. · California · Professional & Technical Services
$12M in assets, 169 participants
Balsam Brands Inc.'s Balsam Brands Inc. Retirement Trust reported $12M in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #14,527 in Professional & Technical Services (21,562 peers)
Coverage in California
Balsam Brands Inc. Retirement Trust covers 169 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $12M.
- #14,527
- in Professional & Technical Services (21,562 peers)
- -9.7%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Balsam Brands Inc. Retirement Trust's outsized position by total assets
Balsam Brands Inc. Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,820,201 Top 32% higher than 68% 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
Balsam Brands Inc. Retirement Trust 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. Balsam Brands Inc. Retirement Trust sits mid-pack in the medium band (169 participants).
Plan-year Form 5500 strip
Filing strip 473255205 · Balsam Brands Inc. PY 2022 · 401(k)
Balsam Brands Inc. Retirement Trust · $12M · 169 · 68th
- NET $12M
- NET 169
- NET 68th
- NET 401(k)
- NET near Tramontina USA, Inc. Retirement Savings Plan
- NET ind #14527
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 California →
Balsam Brands Inc. Retirement Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$1M |
| Employer EIN | 473255205 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Balsam Brands Inc.)
Sponsor-wide plan assets over time
All Balsam Brands Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 85.87062098182594% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 169 | $12M |
| 2023 | 1 | 178 | $17M |
| 2024 | 1 | 168 | $22M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Balsam Brands Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Tramontina USA, Inc. Retirement Savings Plan in TX ($12M); by covered participants it is Nye Automotive Group, Inc. 401(k) Plan in NY (169 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (169 participants); asset peers above are excluded.
- Nye Automotive Group, Inc. 401(k) Plan (NY) 169 · 0 off
- Growers Express LLC 401(k) Plan & Trust (TX) 169 · 0 off
- Contract Callers, Inc. 401(k) Plan (GA) 169 · 0 off
- J.R. Cole Industries, Inc. 401(k) Plan (NC) 169 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.