401(k) · DOL Form 5500 · 2022

Beltmann Group Incorporated 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
365
Participants Below avg headcount
77th
Percentile by assets National rank
$54,988
Avg per participant Low balance/head
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Official DOL plan name: Beltmann Group Incorporated 401(k) Savings and Retirement Plan and Trust Agreement · Sponsored by Beltmann Group Incorporated · Minnesota · Transportation & Warehousing

$20M in assets, 365 participants

Beltmann Group Incorporated's Beltmann Group Incorporated 401(k) Savings and Retirement Plan and Trust Agreement reported $20M in total assets and 365 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #3,016 in Transportation & Warehousing (3,876 peers)

Coverage in Minnesota

Beltmann Group Incorporated 401(k) Savings and Retirement Plan and Trust Agreement covers 365 participants in Minnesota, about 32% of the average Minnesota filer (state average ~1,126 per filing). Assets: $20M.

#3,016
in Transportation & Warehousing (3,876 peers)
-12.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beltmann Group Incorporated 401(k) Savings and Retirement Plan and Trust Agreement's outsized position by total assets

Beltmann Group Incorporated 401(k) Savings and Retirement Plan and Trust Agreement vs every filed plan by assets

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

$20,070,453 Top 23% higher than 77% 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

Beltmann Group Incorporated 401(k) Savings and Retirement Plan and Trust Agreement 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. Beltmann Group Incorporated 401(k) Savings and Retirement Plan and Trust Agreement sits mid-pack in the medium band (365 participants).

Form 5500 schedule snapshot

Filing strip 411287134 · Beltmann Group Incorporated PY 2022 · 401(k)

Beltmann Group Incorporated 401(k) Savings and Retirement Plan and Trust Agreement · $20M · 365 · 77th

  • VS-ST $20M
  • BOY 365
  • SCH 77th
  • EBSA 401(k)
  • PART near Your Building Centers, Inc. Capital Accumulation 401(k) Plan
  • TYPE ind #3016

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 Transportation & Warehousing retirement plans → · Plans in Minnesota →

Beltmann Group Incorporated 401(k) Savings and Retirement Plan and Trust Agreement in the asset neighbourhood

Beltmann Group Incorporated 401(k) Savings and Retirement Plan and Trust AgreementBeltmann Group Incorporated …$20MYour Building Centers, Inc. Capital Accumulation 401(k) PlanYour Building Centers, Inc. …$20MShop-Rite of Hunterdon County, Inc. Employee Savings PlanShop-Rite of Hunterdon Count…$20MMosaic Atm, Inc. 401(k) Plan$20MDiamond Plastics Corporation 401(k) PlanDiamond Plastics Corporation…$20M
End-of-year total assets ($M) among Beltmann Group Incorporated 401(k) Savings and Retirement Plan and Trust Agreement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN411287134
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beltmann Group Incorporated)

Sponsor-wide plan assets over time

All Beltmann Group Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$24M 18.01439160341822% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20.1M $23.7M ▲ +18.0%
Year Plans Participants Total Assets
2022 1 365 $20M
2023 1 380 $24M
2024 1 574 $24M

Nearby 401(k) Plans in Minnesota

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

Beltmann Group Incorporated 401(k) Savings and Retirement Plan and Trust Agreement vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Beltmann Group Incorporated 401(k) Savings and Retirement Plan and Trust Agreement, Total assets ($B): 0.020070453 · Participants: 365Beltmann Group Incorporated 401(k) Savings and Retirement Plan and Trust AgreementUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Beltmann Group Incorporated 401(k) Savings and Retirement Plan and Trust Agreement vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Beltmann Group Incorporated 401(k) Savings and Retirement Plan and Trust Agreement side-by-side with 3 peers →

Beltmann Group Incorporated 401(k) Savings and Retirement Plan and Trust Agreement's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Your Building Centers, Inc. Capital Accumulation 401(k) Plan in PA ($20M); by covered participants it is Your Part-Time Controller, LLC 401(k) Profit Sharing Plan in PA (365 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (365 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 Beltmann Group Incorporated 401(k) Savings and Retirement Plan and Trust Agreement assets move in 2022? ▼
Beltmann Group Incorporated 401(k) Savings and Retirement Plan and Trust Agreement pulled back noticeably - down 12.5% during 2022, from $23M to $20M. Reported net income was -$3M.
How have Beltmann Group Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beltmann Group Incorporated's sponsor-wide assets grew 18.0%, from $20M to $24M.
Where does Beltmann Group Incorporated 401(k) Savings and Retirement Plan and Trust Agreement rank by assets among Form 5500 filers? ▼
Beltmann Group Incorporated 401(k) Savings and Retirement Plan and Trust Agreement ranks in the 77th 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 Beltmann Group Incorporated 401(k) Savings and Retirement Plan and Trust Agreement? ▼
Among 401(k) plans in other states, the closest by assets is Your Building Centers, Inc. Capital Accumulation 401(k) Plan in PA ($20M, 265 participants).
Which 401(k) plans cover a similar participant headcount to Beltmann Group Incorporated 401(k) Savings and Retirement Plan and Trust Agreement? ▼
Among 401(k) plans in other states, the closest by covered participants is Your Part-Time Controller, LLC 401(k) Profit Sharing Plan in PA (365 participants, $25M 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 411287134.

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.