401(k) · DOL Form 5500 · 2022

Bear Diversified Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
762
Participants Near avg headcount
71st
Percentile by assets National rank
$17,737
Avg per participant Low balance/head
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Official DOL plan name: Bear Diversified, Inc. 401(k) Retirement & Savings Plan · Sponsored by Bear Diversified Inc. · Ohio · Manufacturing

$14M in assets, 762 participants

Bear Diversified Inc.'s Bear Diversified, Inc. 401(k) Retirement & Savings Plan reported $14M in total assets and 762 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,296 in Manufacturing (20,602 peers)

Bear Diversified Inc. multi-year trail

Bear Diversified Inc.'s plans moved +27.7% in assets from 2022 to 2024; this filing shows Bear Diversified, Inc. 401(k) Retirement & Savings Plan at $14M / 762 participants.

#12,296
in Manufacturing (20,602 peers)
-13.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bear Diversified, Inc. 401(k) Retirement & Savings Plan's outsized position by total assets

Bear Diversified, Inc. 401(k) Retirement & Savings Plan vs every filed plan by assets

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

$13,515,380 Top 29% higher than 71% 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

Bear Diversified, Inc. 401(k) Retirement & Savings 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. Bear Diversified, Inc. 401(k) Retirement & Savings Plan sits mid-pack in the medium band (762 participants).

Plan-year Form 5500 strip

Filing strip 474467472 · Bear Diversified Inc. PY 2022 · 401(k)

Bear Diversified, Inc. 401(k) Retirement & Savings Plan · $14M · 762 · 71st

  • BOY $14M
  • BOY 762
  • BOY 71st
  • BOY 401(k)
  • BOY near Bankw Staffing, LLC Retirement Plan
  • BOY ind #12296

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 Manufacturing retirement plans → · Plans in Ohio →

Bear Diversified, Inc. 401(k) Retirement & Savings Plan in the asset neighbourhood

Bear Diversified, Inc. 401(k) Retirement & Savings PlanBear Diversified, Inc. 401(k…$14MBankw Staffing, LLC Retirement PlanBankw Staffing, LLC Retireme…$14MEvans & Associates Enterprises, Inc. 401(k) Profit Sharing PlanEvans & Associates Enterpris…$14MAdaptec Solutions 401(k) Plan$14MCabinet Discounters, Inc. 401(k) Profit Sharing PlanCabinet Discounters, Inc. 40…$14M
End-of-year total assets ($M) among Bear Diversified, Inc. 401(k) Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bear Diversified Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bear Diversified Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 27.683194997106998% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.5M $17.3M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 762 $14M
2023 1 850 $15M
2024 1 843 $17M

Bear Diversified Inc. filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN474467472
Plan Effective Date2009-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Bear Diversified, Inc. 401(k) Retirement & Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Bear Diversified, Inc. 401(k) Retirement & Savings Plan, Total assets ($B): 0.01351538 · Participants: 762Bear Diversified, Inc. 401(k) Retirement & Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Bear Diversified, Inc. 401(k) Retirement & Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Bear Diversified, Inc. 401(k) Retirement & Savings Plan side-by-side with 3 peers →

Bear Diversified, Inc. 401(k) Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Bankw Staffing, LLC Retirement Plan in NH ($14M); by covered participants it is Virco Mfg. Corporation 401(k) Plan in CA (762 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (762 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 Bear Diversified, Inc. 401(k) Retirement & Savings Plan assets move in 2022? ▼
Bear Diversified, Inc. 401(k) Retirement & Savings Plan pulled back noticeably - down 13.8% during 2022, from $16M to $14M. Reported net income was -$2M.
How have Bear Diversified Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bear Diversified Inc.'s sponsor-wide assets grew 27.7%, from $14M to $17M.
Which 401(k) plans are similar in size to Bear Diversified, Inc. 401(k) Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bankw Staffing, LLC Retirement Plan in NH ($14M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Bear Diversified, Inc. 401(k) Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Virco Mfg. Corporation 401(k) Plan in CA (762 participants, $40M 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 474467472.

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.