401(k) · DOL Form 5500 · 2022

Belz Investco,G.P. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
84
Participants Small participant base
85th
Percentile by assets National rank
$448,256
Avg per participant High balance/head
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Official DOL plan name: Belz Investco 401(k) Profit Sharing Plan · Sponsored by Belz Investco,G.P. · Tennessee · Construction

$38M in assets, 84 participants

Belz Investco,G.P.'s Belz Investco 401(k) Profit Sharing Plan reported $38M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #8,332 in Construction (9,927 peers)

Where Belz Investco 401(k) Profit Sharing Plan sits by assets

Belz Investco 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $38M for 84 participants (~$448,256/participant), down 14.4% in 2022.

#8,332
in Construction (9,927 peers)
-14.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Belz Investco 401(k) Profit Sharing Plan's outsized position by total assets

Belz Investco 401(k) Profit Sharing Plan vs every filed plan by assets

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

$37,653,482 Top 15% higher than 85% 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

Belz Investco 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Belz Investco 401(k) Profit Sharing Plan is a small filing (84 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 621375552 · Belz Investco,G.P. PY 2022 · 401(k)

Belz Investco 401(k) Profit Sharing Plan · $38M · 84 · 85th

  • PHOTO $38M
  • IND 84
  • EOY 85th
  • 5500 401(k)
  • ASSETS near Higgs, Fletcher & Mack 401(k) Profit Sharing Plan
  • PCT ind #8332

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 Construction retirement plans → · Plans in Tennessee →

Belz Investco 401(k) Profit Sharing Plan in the asset neighbourhood

Great Clips, Inc. 401(k) Plan$38MW. S. Darley & Co. Employee's Profit Sharing 401(k) PlanW. S. Darley & Co. Employee'…$38MBelz Investco 401(k) Profit Sharing PlanBelz Investco 401(k) Profit …$38MHiggs, Fletcher & Mack 401(k) Profit Sharing PlanHiggs, Fletcher & Mack 401(k…$38MCampbell Companies Bargaining Unit 401(k) PlanCampbell Companies Bargainin…$38M
End-of-year total assets ($M) among Belz Investco 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$38M
Net Income-$6M
Employer EIN621375552
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belz Investco,G.P.)

Sponsor-wide plan assets over time

All Belz Investco,G.P. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 15.889595549224373% vs 2022
2023 filing year
$36M$38M$40M$42M$44M$46M 20222023 $37.7M $43.6M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 84 $38M
2023 1 83 $44M

Nearby 401(k) Plans in Tennessee

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

Belz Investco 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Belz Investco 401(k) Profit Sharing Plan, Total assets ($B): 0.037653482 · Participants: 84Belz Investco 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Belz Investco 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Belz Investco 401(k) Profit Sharing Plan side-by-side with 3 peers →

Belz Investco 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Higgs, Fletcher & Mack 401(k) Profit Sharing Plan in CA ($38M); by covered participants it is Kate Somerville Skincare, LLC 401(k) Ps Plan in CA (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Belz Investco 401(k) Profit Sharing Plan assets move in 2022? ▼
Belz Investco 401(k) Profit Sharing Plan pulled back noticeably - down 14.4% during 2022, from $44M to $38M. Reported net income was -$6M.
How have Belz Investco,G.P. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Belz Investco,G.P.'s sponsor-wide assets grew 15.9%, from $38M to $44M.
Where does Belz Investco 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Belz Investco 401(k) Profit Sharing Plan ranks in the 85th 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 Belz Investco 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Higgs, Fletcher & Mack 401(k) Profit Sharing Plan in CA ($38M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Belz Investco 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kate Somerville Skincare, LLC 401(k) Ps Plan in CA (84 participants, N/A 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 621375552.

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.