401(k) · DOL Form 5500 · 2022

Ballast Investments, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
159
Participants Small participant base
41st
Percentile by assets National rank
$19,634
Avg per participant Low balance/head
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Official DOL plan name: Ballast Investments, LLC 401(k) Plan · Sponsored by Ballast Investments, LLC · California · Real Estate

$3M in assets, 159 participants

Ballast Investments, LLC's Ballast Investments, LLC 401(k) Plan reported $3M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #3,035 in Real Estate (5,057 peers)

Coverage in California

Ballast Investments, LLC 401(k) Plan covers 159 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $3M.

#3,035
in Real Estate (5,057 peers)
-18.6%
assets change YoY

The plan reported a net loss of $713K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ballast Investments, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Ballast Investments, LLC 401(k) Plan vs every filed plan by assets

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

$3,121,818 41st percentile higher than 41% 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

Ballast Investments, LLC 401(k) 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. Ballast Investments, LLC 401(k) Plan sits mid-pack in the medium band (159 participants).

Form 5500 schedule snapshot

Filing strip 471811248 · Ballast Investments, LLC PY 2022 · 401(k)

Ballast Investments, LLC 401(k) Plan · $3M · 159 · 41st

  • BOY $3M
  • BOY 159
  • BOY 41st
  • BOY 401(k)
  • BOY near Durand, Inc 401(k) Profit Sharing Plan
  • BOY ind #3035

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 Real Estate retirement plans → · Plans in California →

Ballast Investments, LLC 401(k) Plan in the asset neighbourhood

Ballast Investments, LLC 401(k) PlanBallast Investments, LLC 401…$3MDurand, Inc 401(k) Profit Sharing PlanDurand, Inc 401(k) Profit Sh…$3MT and T Consulting Services 401(k) PlanT and T Consulting Services …$3MCustom Leasing Inc. 401(k) PlanCustom Leasing Inc. 401(k) P…$3MCreek Enterprise 401(k) Plan$3M
End-of-year total assets ($M) among Ballast Investments, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$713K
Employer EIN471811248
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ballast Investments, LLC)

Sponsor-wide plan assets over time

All Ballast Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 91.8712109418294% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $3.12M $5.99M ▲ +92.0%
Year Plans Participants Total Assets
2022 1 159 $3M
2023 1 161 $4M
2024 1 168 $6M

Nearby 401(k) Plans in California

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

Ballast Investments, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ballast Investments, LLC 401(k) Plan, Total assets ($B): 0.003121818 · Participants: 159Ballast Investments, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Ballast Investments, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ballast Investments, LLC 401(k) Plan side-by-side with 3 peers →

Ballast Investments, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Durand, Inc 401(k) Profit Sharing Plan in NJ ($3M); by covered participants it is Plymouth Foam 401(k) Retirement Savings Plan & Trust in WI (159 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Ballast Investments, LLC 401(k) Plan assets move in 2022? ▼
Ballast Investments, LLC 401(k) Plan declined sharply - down 18.6% during 2022, from $4M to $3M. Reported net income was -$713K.
How have Ballast Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ballast Investments, LLC's sponsor-wide assets grew 91.9%, from $3M to $6M.
Which 401(k) plans are similar in size to Ballast Investments, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Durand, Inc 401(k) Profit Sharing Plan in NJ ($3M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Ballast Investments, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Plymouth Foam 401(k) Retirement Savings Plan & Trust in WI (159 participants, N/A 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 471811248.

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.