401(k) · DOL Form 5500 · 2022

Belmont Village, L.P. 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
2,226
Participants Above avg headcount
87th
Percentile by assets National rank
$19,908
Avg per participant Low balance/head
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Official DOL plan name: Belmont Village, L.P. 401(k) Savings Plan · Sponsored by Belmont Village, L.P. · Texas · Real Estate

$44M in assets, 2,226 participants

Belmont Village, L.P.'s Belmont Village, L.P. 401(k) Savings Plan reported $44M in total assets and 2,226 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #4,809 in Real Estate (5,057 peers)

Coverage in Texas

Belmont Village, L.P. 401(k) Savings Plan covers 2,226 participants in Texas, 3.2x the typical Texas plan (state average ~688 per filing). Assets: $44M.

#4,809
in Real Estate (5,057 peers)
-15.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Belmont Village, L.P. 401(k) Savings Plan's outsized position by total assets

Belmont Village, L.P. 401(k) Savings Plan vs every filed plan by assets

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

$44,315,572 Top 13% higher than 87% 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

Belmont Village, L.P. 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Belmont Village, L.P. 401(k) Savings Plan lands in the large band (2,226 participants).

EBSA filing schedule strip

Filing strip 742868232 · Belmont Village, L.P. PY 2022 · 401(k)

Belmont Village, L.P. 401(k) Savings Plan · $44M · 2,226 · 87th

  • BOOK $44M
  • VS-ST 2,226
  • BOY 87th
  • SCH 401(k)
  • EBSA near Pete Lien & Sons, Inc. Profit Sharing/401(k)Plan
  • PART ind #4809

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 →

Belmont Village, L.P. 401(k) Savings Plan in the asset neighbourhood

Belmont Village, L.P. 401(k) Savings PlanBelmont Village, L.P. 401(k)…$44MDaily Express, Inc. Employees Retirement & Profit Sharing Plan & TrustDaily Express, Inc. Employee…$44MPete Lien & Sons, Inc. Profit Sharing/401(k)PlanPete Lien & Sons, Inc. Profi…$44MQuest Global 401(k) Plan$44MOld Dutch Foods, Inc. 401(k) PlanOld Dutch Foods, Inc. 401(k)…$44M
End-of-year total assets ($M) among Belmont Village, L.P. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$44M
Net Income-$8M
Employer EIN742868232
Plan Effective Date1993-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belmont Village, L.P.)

Sponsor-wide plan assets over time

All Belmont Village, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 33.684139290811814% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $44.3M $59.2M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 2,226 $44M
2023 1 2,209 $52M
2024 1 2,470 $59M

Nearby 401(k) Plans in Texas

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

Belmont Village, L.P. 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Belmont Village, L.P. 401(k) Savings Plan, Total assets ($B): 0.044315572 · Participants: 2226Belmont Village, L.P. 401(k) Savings 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
Belmont Village, L.P. 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Belmont Village, L.P. 401(k) Savings Plan side-by-side with 3 peers →

Belmont Village, L.P. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pete Lien & Sons, Inc. Profit Sharing/401(k)Plan in SD ($44M); by covered participants it is Tandym Group Holdings, LLC in NY (2,226 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,226 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 Belmont Village, L.P. 401(k) Savings Plan assets move in 2022? ▼
Belmont Village, L.P. 401(k) Savings Plan declined sharply - down 15.2% during 2022, from $52M to $44M. Reported net income was -$8M.
How have Belmont Village, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belmont Village, L.P.'s sponsor-wide assets grew 33.7%, from $44M to $59M.
Where does Belmont Village, L.P. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Belmont Village, L.P. 401(k) Savings Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Belmont Village, L.P. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pete Lien & Sons, Inc. Profit Sharing/401(k)Plan in SD ($44M, 348 participants).
Which 401(k) plans cover a similar participant headcount to Belmont Village, L.P. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tandym Group Holdings, LLC in NY (2,226 participants, $12M 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 742868232.

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.