401(k) · DOL Form 5500 · 2022

Balfour Beatty Investments Inc 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
1,429
Participants Near avg headcount
83rd
Percentile by assets National rank
$21,518
Avg per participant Low balance/head
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Official DOL plan name: Balfour Beatty Investments, Inc. 401(k) Plan · Sponsored by Balfour Beatty Investments Inc · Pennsylvania · Real Estate

$31M in assets, 1,429 participants

Balfour Beatty Investments Inc's Balfour Beatty Investments, Inc. 401(k) Plan reported $31M in total assets and 1,429 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.

  • #4,690 in Real Estate (5,057 peers)

Where Balfour Beatty Investments, Inc. 401(k) Plan sits by assets

Balfour Beatty Investments, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 1,429 participants (~$21,518/participant), down 11.5% in 2022.

#4,690
in Real Estate (5,057 peers)
-11.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Balfour Beatty Investments, Inc. 401(k) Plan's outsized position by total assets

Balfour Beatty Investments, Inc. 401(k) Plan vs every filed plan by assets

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

$30,749,104 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

Balfour Beatty Investments, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Balfour Beatty Investments, Inc. 401(k) Plan lands in the large band (1,429 participants).

DOL schedule card

Filing strip 262310710 · Balfour Beatty Investments Inc PY 2022 · 401(k)

Balfour Beatty Investments, Inc. 401(k) Plan · $31M · 1,429 · 83rd

  • PART $31M
  • TYPE 1,429
  • NET 83rd
  • BOOK 401(k)
  • VS-ST near Cornerstone Medical Group 401(k) Savings Plan
  • BOY ind #4690

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 Real Estate retirement plans → · Plans in Pennsylvania →

Balfour Beatty Investments, Inc. 401(k) Plan in the asset neighbourhood

Novo Building Products$31MBalfour Beatty Investments, Inc. 401(k) PlanBalfour Beatty Investments, …$31MCornerstone Medical Group 401(k) Savings PlanCornerstone Medical Group 40…$31MIomsa, P.C. Retirement Plan$31MPhillips Murrah P.C. 401(k) Profit Sharing PlanPhillips Murrah P.C. 401(k) …$31M
End-of-year total assets ($M) among Balfour Beatty Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$31M
Net Income-$4M
Employer EIN262310710
Plan Effective Date2008-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balfour Beatty Investments Inc)

Sponsor-wide plan assets over time

All Balfour Beatty Investments Inc plans reported in each filing year

Latest sponsor-wide plan assets
$47M 53.111729694627854% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $30.8M $47.1M ▲ +53.1%
Year Plans Participants Total Assets
2022 1 1,429 $31M
2023 1 1,543 $40M
2024 1 1,662 $47M

Nearby 401(k) Plans in Pennsylvania

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

Balfour Beatty Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Balfour Beatty Investments, Inc. 401(k) Plan, Total assets ($B): 0.030749104 · Participants: 1429Balfour Beatty Investments, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Balfour Beatty Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Balfour Beatty Investments, Inc. 401(k) Plan side-by-side with 3 peers →

Balfour Beatty Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Cornerstone Medical Group 401(k) Savings Plan in MI ($31M); by covered participants it is Bassett Furniture Ind. Inc. 401(k) Plan in VA (1,429 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,429 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 Balfour Beatty Investments, Inc. 401(k) Plan assets move in 2022? ▼
Balfour Beatty Investments, Inc. 401(k) Plan pulled back noticeably - down 11.5% during 2022, from $35M to $31M. Reported net income was -$4M.
How have Balfour Beatty Investments Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balfour Beatty Investments Inc's sponsor-wide assets grew 53.1%, from $31M to $47M.
Where does Balfour Beatty Investments, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Balfour Beatty Investments, Inc. 401(k) 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 Balfour Beatty Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cornerstone Medical Group 401(k) Savings Plan in MI ($31M, 305 participants).
Which 401(k) plans cover a similar participant headcount to Balfour Beatty Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bassett Furniture Ind. Inc. 401(k) Plan in VA (1,429 participants, $59M 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 262310710.

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.