401(k)
2022 plan-year 401(k) DOL Form 5500

Bald Head Island Limited, LLC 401(k) Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bald Head Island Limited, LLC · North Carolina · Construction

What the 2023 filing shows

Bald Head Island Limited, LLC 401(k) Retirement Savings Plan holds $3M for 94 participants — about $34,821 per participant, down 27.1% over the 2022 plan year.

$3M
total plan assets (2022 EOY)
94
covered participants
$34,821
avg assets per participant
-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.

Total Assets (2023)
$3M
Participants
94
Industry
Construction

What the Filing Says About Bald Head Island Limited, LLC 401(k) Retirement Savings Plan

Bald Head Island Limited, LLC 401(k) Retirement Savings Plan is a 401(k) retirement plan sponsored by Bald Head Island Limited, LLC, headquartered in North Carolina. As of the 2022 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 94 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 561370414, and the plan has been effective since 1989-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2022 to $3M at year-end — a decline of 27.1%. Net assets (after liabilities) closed the year at $3M, with reported net income of $-1,213,753 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$-1,213,753
Plan Type401(k)
Employer EIN561370414
Plan Effective Date1989-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bald Head Island Limited, LLC)

Year Plans Participants Total Assets
2022 1 94 $3M
2023 1 95 $4M

Nearby 401(k) Plans in North Carolina

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

Frequently Asked Questions

How much money is in the Bald Head Island Limited, LLC 401(k) Retirement Savings Plan?
As of the 2022 Form 5500 filing, Bald Head Island Limited, LLC 401(k) Retirement Savings Plan holds $3M in total assets with 94 participants. It is sponsored by Bald Head Island Limited, LLC.
What type of plan is Bald Head Island Limited, LLC 401(k) Retirement Savings Plan?
Bald Head Island Limited, LLC 401(k) Retirement Savings Plan is a 401(k) plan. It has been effective since 1989-12-01. The plan is filed with the U.S. Department of Labor under EIN 561370414.
Who sponsors the Bald Head Island Limited, LLC 401(k) Retirement Savings Plan?
Bald Head Island Limited, LLC 401(k) Retirement Savings Plan is sponsored by Bald Head Island Limited, LLC, located in North Carolina. The sponsor's EIN is 561370414 and the plan operates in the Construction industry.
How did Bald Head Island Limited, LLC 401(k) Retirement Savings Plan perform in 2022?
Bald Head Island Limited, LLC 401(k) Retirement Savings Plan declined by 27.1% during 2022, moving from $4M to $3M in total assets. Net income was $-1,213,753.
Where can I find official filings for Bald Head Island Limited, LLC 401(k) Retirement Savings Plan?
Official Form 5500 filings for Bald Head Island Limited, LLC 401(k) Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 561370414 or plan name at efast.dol.gov.
How does Bald Head Island Limited, LLC 401(k) Retirement Savings Plan compare to other plans?
You can compare Bald Head Island Limited, LLC 401(k) Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.