401(k) · DOL Form 5500 · 2022

Bear Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
842
Participants Near avg headcount
79th
Percentile by assets National rank
$26,579
Avg per participant Low balance/head
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Official DOL plan name: Bear Holdings, LLC 401(k) Plan · Sponsored by Bear Holdings, LLC · Missouri · Real Estate

$22M in assets, 842 participants

Bear Holdings, LLC's Bear Holdings, LLC 401(k) Plan reported $22M in total assets and 842 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,574 in Real Estate (5,057 peers)

Where Bear Holdings, LLC 401(k) Plan sits by assets

Bear Holdings, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $22M for 842 participants (~$26,579/participant), down 17.6% in 2022.

#4,574
in Real Estate (5,057 peers)
-17.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bear Holdings, LLC 401(k) Plan's outsized position by total assets

Bear Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$22,379,930 Top 21% higher than 79% 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

Bear Holdings, LLC 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. Bear Holdings, LLC 401(k) Plan sits mid-pack in the medium band (842 participants).

Published 5500 schedule card

Filing strip 208034548 · Bear Holdings, LLC PY 2022 · 401(k)

Bear Holdings, LLC 401(k) Plan · $22M · 842 · 79th

  • VS-ST $22M
  • VS-ST 842
  • VS-ST 79th
  • VS-ST 401(k)
  • VS-ST near Cramer Production Employee's 401(k) Plan
  • VS-ST ind #4574

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 Missouri →

Bear Holdings, LLC 401(k) Plan in the asset neighbourhood

Bear Holdings, LLC 401(k) PlanBear Holdings, LLC 401(k) Pl…$22MCramer Production Employee's 401(k) PlanCramer Production Employee's…$22MOnc 401(k) Plan$22MThe Morse Group, Inc. 401(k) Deferred Compensation PlanThe Morse Group, Inc. 401(k)…$22MClare Rose, Inc. Profit Sharing and 401(k) PlanClare Rose, Inc. Profit Shar…$22M
End-of-year total assets ($M) among Bear Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$22M
Net Income-$5M
Employer EIN208034548
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bear Holdings, LLC)

Sponsor-wide plan assets over time

All Bear Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 13.412030332534552% vs 2022
2024 filing year
$22M$23M$24M$25M$26M 202220232024 $22.4M $25.4M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 842 $22M
2023 1 558 $25M
2024 1 543 $25M

Nearby 401(k) Plans in Missouri

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

Bear Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Bear Holdings, LLC 401(k) Plan, Total assets ($B): 0.02237993 · Participants: 842Bear Holdings, LLC 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Bear Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Bear Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Bear Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Cramer Production Employee's 401(k) Plan in MA ($22M); by covered participants it is Ima Group Management Company 401(k) Profit Sharing Plan & Trust in NY (842 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (842 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 Bear Holdings, LLC 401(k) Plan assets move in 2022? ▼
Bear Holdings, LLC 401(k) Plan declined sharply - down 17.6% during 2022, from $27M to $22M. Reported net income was -$5M.
How have Bear Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bear Holdings, LLC's sponsor-wide assets grew 13.4%, from $22M to $25M.
Where does Bear Holdings, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Bear Holdings, LLC 401(k) Plan ranks in the 79th 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 Bear Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cramer Production Employee's 401(k) Plan in MA ($22M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Bear Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ima Group Management Company 401(k) Profit Sharing Plan & Trust in NY (842 participants, $14M 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 208034548.

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.