401(k) · DOL Form 5500 · 2022

Bald Head Island Limited, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
94
Participants Small participant base
42nd
Percentile by assets National rank
$34,821
Avg per participant Low balance/head
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Official DOL plan name: Bald Head Island Limited, LLC 401(k) Retirement Savings Plan · Sponsored by Bald Head Island Limited, LLC · North Carolina · Construction

$3M in assets, 94 participants

Bald Head Island Limited, LLC's Bald Head Island Limited, LLC 401(k) Retirement Savings Plan reported $3M in total assets and 94 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,007 in Construction (9,927 peers)

Bald Head Island Limited, LLC multi-year trail

Bald Head Island Limited, LLC's plans moved +10.9% in assets from 2022 to 2023; this filing shows Bald Head Island Limited, LLC 401(k) Retirement Savings Plan at $3M / 94 participants.

#4,007
in Construction (9,927 peers)
-27.1%
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.

Bald Head Island Limited, LLC 401(k) Retirement Savings Plan's mid-pack asset rank among Construction and all filers

Bald Head Island Limited, LLC 401(k) Retirement Savings Plan vs every filed plan by assets

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

$3,273,150 42nd percentile higher than 42% 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

Bald Head Island Limited, LLC 401(k) Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bald Head Island Limited, LLC 401(k) Retirement Savings Plan is a small filing (94 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 561370414 · Bald Head Island Limited, LLC PY 2022 · 401(k)

Bald Head Island Limited, LLC 401(k) Retirement Savings Plan · $3M · 94 · 42nd

  • 5500 $3M
  • 5500 94
  • 5500 42nd
  • 5500 401(k)
  • 5500 near Logistics Resources, Inc. 401(k) Profit Sharing Plan and Trust
  • 5500 ind #4007

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 Construction retirement plans → · Plans in North Carolina →

Bald Head Island Limited, LLC 401(k) Retirement Savings Plan in the asset neighbourhood

Bald Head Island Limited, LLC 401(k) Retirement Savings PlanBald Head Island Limited, LL…$3MLogistics Resources, Inc. 401(k) Profit Sharing Plan and TrustLogistics Resources, Inc. 40…$3MM&m Service Station Equipment Specialist, Inc. 401(k) Retirement PlanM&m Service Station Equipmen…$3MProtein for Pets Opco, LLC 401(k) PlanProtein for Pets Opco, LLC 4…$3MPorter & Associates 401(k) Profit Sharing PlanPorter & Associates 401(k) P…$3M
End-of-year total assets ($M) among Bald Head Island Limited, LLC 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bald Head Island Limited, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bald Head Island Limited, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 10.940195224783466% vs 2022
2023 filing year
$3.2M$3.4M$3.6M$3.8M 20222023 $3.27M $3.63M ▲ +11.0%
Year Plans Participants Total Assets
2022 1 94 $3M
2023 1 95 $4M

Bald Head Island Limited, LLC filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN561370414
Plan Effective Date1989-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Bald Head Island Limited, LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Bald Head Island Limited, LLC 401(k) Retirement Savings Plan, Total assets ($B): 0.00327315 · Participants: 94Bald Head Island Limited, LLC 401(k) Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Bald Head Island Limited, LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Bald Head Island Limited, LLC 401(k) Retirement Savings Plan side-by-side with 3 peers →

Bald Head Island Limited, LLC 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Logistics Resources, Inc. 401(k) Profit Sharing Plan and Trust in IL ($3M); by covered participants it is Coforge Bpm, Inc. 401(k) Plan in ID (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Bald Head Island Limited, LLC 401(k) Retirement Savings Plan assets move in 2022? ▼
Bald Head Island Limited, LLC 401(k) Retirement Savings Plan declined sharply - down 27.1% during 2022, from $4M to $3M. Reported net income was -$1M.
How have Bald Head Island Limited, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Bald Head Island Limited, LLC's sponsor-wide assets grew 10.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Bald Head Island Limited, LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Logistics Resources, Inc. 401(k) Profit Sharing Plan and Trust in IL ($3M, 69 participants).
Which 401(k) plans cover a similar participant headcount to Bald Head Island Limited, LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coforge Bpm, Inc. 401(k) Plan in ID (94 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 561370414.

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.