401(k) · DOL Form 5500 · 2022

Balluff, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
156
Participants Small participant base
83rd
Percentile by assets National rank
$190,018
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Balluff, Inc. 401(k) Profit Sharing Plan · Sponsored by Balluff, Inc. · Kentucky · Manufacturing

$30M in assets, 156 participants

Balluff, Inc.'s Balluff, Inc. 401(k) Profit Sharing Plan reported $30M in total assets and 156 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,548 in Manufacturing (20,602 peers)

Coverage in Kentucky

Balluff, Inc. 401(k) Profit Sharing Plan covers 156 participants in Kentucky, about 24% of the average Kentucky filer (state average ~647 per filing). Assets: $30M.

#15,548
in Manufacturing (20,602 peers)
-17.4%
assets change YoY
0.3×
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.

Balluff, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Balluff, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$29,642,755 Top 17% higher than 83% 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

Balluff, Inc. 401(k) Profit Sharing 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. Balluff, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (156 participants).

EBSA filing schedule strip

Filing strip 222326111 · Balluff, Inc. PY 2022 · 401(k)

Balluff, Inc. 401(k) Profit Sharing Plan · $30M · 156 · 83rd

  • RANK $30M
  • PHOTO 156
  • IND 83rd
  • EOY 401(k)
  • 5500 near Southeast Texas Classic Automotive, Inc. 401 (K) Profit Sharing Plan
  • ASSETS ind #15548

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 Manufacturing retirement plans → · Plans in Kentucky →

Balluff, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Triton Health Systems, L.L.C. 401(k) Retirement PlanTriton Health Systems, L.L.C…$30MBalluff, Inc. 401(k) Profit Sharing PlanBalluff, Inc. 401(k) Profit …$30MSoutheast Texas Classic Automotive, Inc. 401 (K) Profit Sharing PlanSoutheast Texas Classic Auto…$30MFletcher Tilton PC Profit Sharing Plan and TrustFletcher Tilton PC Profit Sh…$30MSan Joaquin Refining Company 401(k) PlanSan Joaquin Refining Company…$30M
End-of-year total assets ($M) among Balluff, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$30M
Net Income-$6M
Employer EIN222326111
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balluff, Inc.)

Sponsor-wide plan assets over time

All Balluff, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 15.937037566177636% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.6M $34.4M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 156 $30M
2023 1 162 $34M
2024 1 177 $34M

Nearby 401(k) Plans in Kentucky

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

Balluff, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Balluff, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.029642755 · Participants: 156Balluff, Inc. 401(k) Profit Sharing PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Balluff, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Balluff, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Balluff, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Southeast Texas Classic Automotive, Inc. 401 (K) Profit Sharing Plan in TX ($30M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Balluff, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Balluff, Inc. 401(k) Profit Sharing Plan declined sharply - down 17.4% during 2022, from $36M to $30M. Reported net income was -$6M.
How have Balluff, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balluff, Inc.'s sponsor-wide assets grew 15.9%, from $30M to $34M.
Where does Balluff, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Balluff, Inc. 401(k) Profit Sharing Plan ranks in the 83rd 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 Balluff, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southeast Texas Classic Automotive, Inc. 401 (K) Profit Sharing Plan in TX ($30M, 514 participants).
Which 401(k) plans cover a similar participant headcount to Balluff, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants, $90K 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 222326111.

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.