401(k) · DOL Form 5500 · 2022
Beltran Ventures Corp 401(k) Plan
Data updated 2026-08-25
- $630K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $629,575
- Avg per participant High balance/head
Official DOL plan name: Beltran Ventures Retirement Plan · Sponsored by Beltran Ventures Corp · New York · Retail Trade
$630K in assets, 1 participants
Beltran Ventures Corp's Beltran Ventures Retirement Plan reported $630K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 20th 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.
- #2,853 in Retail Trade (9,519 peers)
Beltran Ventures Corp multi-year trail
Beltran Ventures Corp's plans moved +46.2% in assets from 2022 to 2024; this filing shows Beltran Ventures Retirement Plan at $630K / 1 participant.
- #2,853
- in Retail Trade (9,519 peers)
- -0.4%
- assets change YoY
The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Beltran Ventures Retirement Plan among the smaller filed plans by assets
Beltran Ventures Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$629,575 20th percentile higher than 20% 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
Beltran Ventures Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beltran Ventures Retirement Plan is a micro filing (1 participant), the leftmost band.
Form 5500 schedule snapshot
Filing strip 815260113 · Beltran Ventures Corp PY 2022 · 401(k)
Beltran Ventures Retirement Plan · $630K · 1 · 20th
- IND $630K
- EOY 1
- 5500 20th
- ASSETS 401(k)
- PCT near Imperial Healthcare Center 401(k) Plan
- EIN ind #2853
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 Retail Trade retirement plans → · Plans in New York →
Beltran Ventures Retirement Plan in the asset neighbourhood
Beltran Ventures Corp multi-year asset trail
Sponsor-wide plan assets over time
All Beltran Ventures Corp plans reported in each filing year
- Latest sponsor-wide plan assets
- $920K 46.18321883810507% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $630K |
| 2023 | 1 | 1 | $920K |
| 2024 | 1 | 1 | $920K |
Beltran Ventures Corp filing trail (2022)
| Total Assets (Beginning of Year) | $632K |
|---|---|
| Net Assets (End of Year) | $630K |
| Net Income | -$2K |
| Employer EIN | 815260113 |
| Plan Effective Date | 2017-02-07 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Beltran Ventures Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Imperial Healthcare Center 401(k) Plan in CA ($630K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($630K here).
- Imperial Healthcare Center 401(k) Plan (CA) $630K · 1,405
- Pb & J Pizza Group Retirement Plan (AZ) $630K · 20
- Corchis Capital, Inc. 401(k) Plan (FL) $630K · 9
- Ebz Sys Tec, Inc. 401(k) Retirement Plan (AL) $629K · 42
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.