401(k) · DOL Form 5500 · 2022

The Budd Group, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1,997
Participants Near avg headcount
44th
Percentile by assets National rank
$1,841
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Budd Group, Inc. 401(k) Savings Plan · Sponsored by The Budd Group, Inc. · North Carolina · Administrative & Support Services

$4M in assets, 1,997 participants

The Budd Group, Inc.'s Budd Group, Inc. 401(k) Savings Plan reported $4M in total assets and 1,997 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #3,324 in Administrative & Support Services (4,927 peers)

Coverage in North Carolina

Budd Group, Inc. 401(k) Savings Plan covers 1,997 participants in North Carolina, 2.4x the typical North Carolina plan (state average ~819 per filing). Assets: $4M.

#3,324
in Administrative & Support Services (4,927 peers)
-0.4%
assets change YoY

The plan reported a net loss of $15K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Budd Group, Inc. 401(k) Savings Plan's mid-pack asset rank among Administrative & Support Services and all filers

Budd Group, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$3,676,078 44th percentile higher than 44% 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

Budd Group, Inc. 401(k) Savings 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. Budd Group, Inc. 401(k) Savings Plan lands in the large band (1,997 participants).

Form 5500 schedule snapshot

Filing strip 560750470 · The Budd Group, Inc. PY 2022 · 401(k)

Budd Group, Inc. 401(k) Savings Plan · $4M · 1,997 · 44th

  • EIN $4M
  • RANK 1,997
  • PHOTO 44th
  • IND 401(k)
  • EOY near Gregory J. Plancich, D.D.S., Inc., P.S. 401(k) Plan
  • 5500 ind #3324

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 Administrative & Support Services retirement plans → · Plans in North Carolina →

Budd Group, Inc. 401(k) Savings Plan in the asset neighbourhood

Budd Group, Inc. 401(k) Savings PlanBudd Group, Inc. 401(k) Savi…$4MGregory J. Plancich, D.D.S., Inc., P.S. 401(k) PlanGregory J. Plancich, D.D.S.,…$4MSouthwest Spine & Pain, LLC 401(k) PlanSouthwest Spine & Pain, LLC …$4MFrancis M Letro Profit Sharing 401 (K) PlanFrancis M Letro Profit Shari…$4MSunfresh LLC Salary Savings PlanSunfresh LLC Salary Savings …$4M
End-of-year total assets ($M) among Budd Group, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$15K
Employer EIN560750470
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Budd Group, Inc.)

Sponsor-wide plan assets over time

All The Budd Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 48.23638127373793% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.68M $5.45M ▲ +48.1%
Year Plans Participants Total Assets
2022 1 1,997 $4M
2023 1 1,931 $5M
2024 1 2,231 $5M

Nearby 401(k) Plans in North Carolina

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

Budd Group, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Budd Group, Inc. 401(k) Savings Plan, Total assets ($B): 0.003676078 · Participants: 1997Budd Group, Inc. 401(k) 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
Budd Group, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Budd Group, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Budd Group, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Gregory J. Plancich, D.D.S., Inc., P.S. 401(k) Plan in WA ($4M); by covered participants it is West Liberty Foods, L.L.C. Employee Savings Plan in IA (1,997 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,997 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 Budd Group, Inc. 401(k) Savings Plan assets move in 2022? ▼
Budd Group, Inc. 401(k) Savings Plan held essentially flat - down 0.4% during 2022, from $4M to $4M. Reported net income was -$15K.
How have The Budd Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Budd Group, Inc.'s sponsor-wide assets grew 48.2%, from $4M to $5M.
Which 401(k) plans are similar in size to Budd Group, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gregory J. Plancich, D.D.S., Inc., P.S. 401(k) Plan in WA ($4M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Budd Group, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Liberty Foods, L.L.C. Employee Savings Plan in IA (1,997 participants, $48M 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 560750470.

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.