401(k) · DOL Form 5500 · 2022

Belvedere USA LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
45
Participants Small participant base
49th
Percentile by assets National rank
$102,653
Avg per participant Below avg balance/head
PlainRetire home → About this data

Official DOL plan name: Belvedere Profit Sharing Plan and Trust · Sponsored by Belvedere USA LLC · Illinois · Manufacturing

$5M in assets, 45 participants

Belvedere USA LLC's Belvedere Profit Sharing Plan and Trust reported $5M in total assets and 45 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #6,694 in Manufacturing (20,602 peers)

2022 asset change

Belvedere Profit Sharing Plan and Trust contracted severely 34.7% in 2022 ($7M → $5M) for 45 participants.

#6,694
in Manufacturing (20,602 peers)
-34.7%
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.

Belvedere Profit Sharing Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Belvedere Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,619,400 49th percentile higher than 49% 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

Belvedere Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Belvedere Profit Sharing Plan and Trust is a small filing (45 participants) on this national headcount ladder.

DOL schedule card

Filing strip 260318921 · Belvedere USA LLC PY 2022 · 401(k)

Belvedere Profit Sharing Plan and Trust · $5M · 45 · 49th

  • BOOK $5M
  • BOOK 45
  • BOOK 49th
  • BOOK 401(k)
  • BOOK near Ritual 401(k) Plan
  • BOOK ind #6694

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 Illinois →

Belvedere Profit Sharing Plan and Trust in the asset neighbourhood

Belvedere Profit Sharing Plan and TrustBelvedere Profit Sharing Pla…$5MRitual 401(k) Plan$5MAccess, Inc. 401(k) Profit Sharing PlanAccess, Inc. 401(k) Profit S…$5MOklahoma State Fair, Inc. PlanOklahoma State Fair, Inc. Pl…$5MLegacy Industries, Inc. 401(k) Plan and TrustLegacy Industries, Inc. 401(…$5M
End-of-year total assets ($M) among Belvedere Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN260318921
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Belvedere Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Belvedere Profit Sharing Plan and Trust, Total assets ($B): 0.0046194 · Participants: 45Belvedere Profit Sharing Plan and TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Belvedere Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants

Belvedere Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Ritual 401(k) Plan in CA ($5M); by covered participants it is Divcon Ems 401(k) Profit Sharing Plan in TX (45 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Belvedere Profit Sharing Plan and Trust assets move in 2022?
Belvedere Profit Sharing Plan and Trust contracted severely - down 34.7% during 2022, from $7M to $5M. Reported net income was -$2M.
Which 401(k) plans are similar in size to Belvedere Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Ritual 401(k) Plan in CA ($5M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Belvedere Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Divcon Ems 401(k) Profit Sharing Plan in TX (45 participants, $1M in assets).