401(k) · DOL Form 5500 · 2022
Russell T. Bundy Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 556
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $86,050
- Avg per participant Below avg balance/head
Official DOL plan name: Bundy Associates Retirement Plan · Sponsored by Russell T. Bundy Associates, Inc. · Ohio · Wholesale Trade
$48M in assets, 556 participants
Russell T. Bundy Associates, Inc.'s Bundy Associates Retirement Plan reported $48M in total assets and 556 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #6,073 in Wholesale Trade (6,843 peers)
Where Bundy Associates Retirement Plan sits by assets
Bundy Associates Retirement Plan sits in the top quartile of all filed plans by assets, $48M for 556 participants (~$86,050/participant), down 19.2% in 2022.
- #6,073
- in Wholesale Trade (6,843 peers)
- -19.2%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bundy Associates Retirement Plan's outsized position by total assets
Bundy Associates Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$47,843,735 Top 12% higher than 88% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Bundy Associates Retirement Plan 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. Bundy Associates Retirement Plan sits mid-pack in the medium band (556 participants).
Plan-year Form 5500 strip
Filing strip 231670915 · Russell T. Bundy Associates, Inc. PY 2022 · 401(k)
Bundy Associates Retirement Plan · $48M · 556 · 88th
- BOY $48M
- SCH 556
- EBSA 88th
- PART 401(k)
- TYPE near Millennium 401(k) Plan
- NET ind #6073
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 Wholesale Trade retirement plans → · Plans in Ohio →
Bundy Associates Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | -$11M |
| Employer EIN | 231670915 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Russell T. Bundy Associates, Inc.)
Sponsor-wide plan assets over time
All Russell T. Bundy Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 15.666705369051979% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 556 | $48M |
| 2023 | 1 | 495 | $49M |
| 2024 | 1 | 519 | $55M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Bundy Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Millennium 401(k) Plan in CO ($48M); by covered participants it is The 401(k) Plan for Certain Hcsc Subsidiaries in PA (556 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
- Millennium 401(k) Plan (CO) $48M · 474
- Sunroad Enterprises Employees' 401(k) Plan (CA) $48M · 1,186
- Cornerstone 401(k) Retirement Savings Plan (TX) $48M · 2,643
- Crystal Cabinet Works, Inc. Salary Savings Plan (MN) $48M · 428
Similar participant headcount
Nearest other-state filings by covered participants (556 participants); asset peers above are excluded.
- The 401(k) Plan for Certain Hcsc Subsidiaries (PA) 556 · 0 off
- Colonial Automotive Group 401(k) Plan (MA) 556 · 0 off
- Quality Equipment, LLC 401(k) Plan (NC) 556 · 0 off
- Blessey Marine Services, Inc. 401(k) Plan (LA) 556 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.