401(k) · DOL Form 5500 · 2022

Beltone New England 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
150
Participants Small participant base
59th
Percentile by assets National rank
$49,981
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Beltone New England 401(k) Plan · Sponsored by Beltone New England · Rhode Island · Retail Trade

$7M in assets, 150 participants

Beltone New England's Beltone New England 401(k) Plan reported $7M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #6,599 in Retail Trade (9,519 peers)

Coverage in Rhode Island

Beltone New England 401(k) Plan covers 150 participants in Rhode Island, about 10% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $7M.

#6,599
in Retail Trade (9,519 peers)
-13.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beltone New England 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Beltone New England 401(k) Plan vs every filed plan by assets

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

$7,497,190 Top 41% higher than 59% 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

Beltone New England 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. Beltone New England 401(k) Plan sits mid-pack in the medium band (150 participants).

Plan-year Form 5500 strip

Filing strip 270020043 · Beltone New England PY 2022 · 401(k)

Beltone New England 401(k) Plan · $7M · 150 · 59th

  • TYPE $7M
  • NET 150
  • BOOK 59th
  • VS-ST 401(k)
  • BOY near Delta Life Insurance Company 401(k) Plan
  • SCH ind #6599

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 Rhode Island →

Beltone New England 401(k) Plan in the asset neighbourhood

Beltone New England 401(k) PlanBeltone New England 401(k) P…$7MDelta Life Insurance Company 401(k) PlanDelta Life Insurance Company…$7MCitrine Informatics 401(k) PlanCitrine Informatics 401(k) P…$7MMansermar, Inc. 401(k) Salary Savings PlanMansermar, Inc. 401(k) Salar…$7MVets Plus, Inc. 401(k) Profit Sharing PlanVets Plus, Inc. 401(k) Profi…$7M
End-of-year total assets ($M) among Beltone New England 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN270020043
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beltone New England)

Sponsor-wide plan assets over time

All Beltone New England plans reported in each filing year

Latest sponsor-wide plan assets
$7M 6.814339772634814% vs 2022
2024 filing year
$6.8M$7M$7.2M$7.4M$7.6M 202220232024 $7.5M $6.99M ▼ -6.8%
Year Plans Participants Total Assets
2022 1 150 $7M
2023 1 133 $7M
2024 1 123 $7M

Nearby 401(k) Plans in Rhode Island

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

Beltone New England 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Beltone New England 401(k) Plan, Total assets ($B): 0.00749719 · Participants: 150Beltone New England 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Savings Plan
Beltone New England 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Beltone New England 401(k) Plan side-by-side with 3 peers →

Beltone New England 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Delta Life Insurance Company 401(k) Plan in GA ($7M); by covered participants it is American Office 401(k) Retirement Savings Plan in MD (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Beltone New England 401(k) Plan assets move in 2022? ▼
Beltone New England 401(k) Plan pulled back noticeably - down 13.9% during 2022, from $9M to $7M. Reported net income was -$1M.
How have Beltone New England plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beltone New England's sponsor-wide assets declined 6.8%, from $7M to $7M.
Which 401(k) plans are similar in size to Beltone New England 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Delta Life Insurance Company 401(k) Plan in GA ($7M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Beltone New England 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Office 401(k) Retirement Savings Plan in MD (150 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 270020043.

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.