401(k) · DOL Form 5500 · 2023

Beartooth Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$392K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$195,783
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Beartooth Investments, Inc. 401(k) Plan · Sponsored by Beartooth Investments, Inc. · Tennessee · Finance & Insurance

$392K in assets, 2 participants

Beartooth Investments, Inc.'s Beartooth Investments, Inc. 401(k) Plan reported $392K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #831 in Finance & Insurance (8,869 peers)

Beartooth Investments, Inc. multi-year trail

Beartooth Investments, Inc.'s plans moved +13.3% in assets from 2022 to 2024; this filing shows Beartooth Investments, Inc. 401(k) Plan at $392K / 2 participants.

#831
in Finance & Insurance (8,869 peers)
+2.0%
assets growth YoY

Beartooth Investments, Inc. 401(k) Plan among the smaller filed plans by assets

Beartooth Investments, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$391,566 16th percentile higher than 16% of 127,068 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 2023

Beartooth Investments, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beartooth Investments, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beartooth Investments, Inc. 401(k) Plan reported net income fell from $28K in the plan year 2022 filing to $8K in the plan year 2023 filing.
  • Beartooth Investments, Inc. 401(k) Plan end-of-year assets rose from $384K in the plan year 2022 filing to $392K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 260399620 · Beartooth Investments, Inc. PY 2023 · 401(k)

Beartooth Investments, Inc. 401(k) Plan · $392K · 2 · 16th

  • PCT $392K
  • PCT 2
  • PCT 16th
  • PCT 401(k)
  • PCT near Villa Buena 401(k)
  • PCT ind #831

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 Finance & Insurance retirement plans → · Plans in Tennessee →

Beartooth Investments, Inc. 401(k) Plan in the asset neighbourhood

Beartooth Investments, Inc. 401(k) PlanBeartooth Investments, Inc. …$392KVilla Buena 401(k)$392KThe Platinum Group Management Inc 401(k) PlanThe Platinum Group Managemen…$392KProvec Holdings Inc. Retirement PlanProvec Holdings Inc. Retirem…$392KHarmony Insurance Advisors, Inc. Retirement PlanHarmony Insurance Advisors, …$391K
End-of-year total assets ($M) among Beartooth Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Beartooth Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Beartooth Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$435K 13.313070067144858% vs 2022
2024 filing year
$0.36M$0.38M$0.4M$0.42M$0.44M$0.46M 202220232024 $0.38M $0.44M ▲ +15.8%
Year Plans Participants Total Assets
2022 1 2 $384K
2023 1 2 $392K
2024 1 2 $435K

Beartooth Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$384K
Net Assets (End of Year)$392K
Net Income$8K
Employer EIN260399620
Plan Effective Date2007-06-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Beartooth Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Beartooth Investments, Inc. 401(k) Plan, Total assets ($B): 0.000391566 · Participants: 2Beartooth Investments, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Beartooth Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Beartooth Investments, Inc. 401(k) Plan side-by-side with 3 peers →

Beartooth Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Villa Buena 401(k) in TX ($392K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($392K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Beartooth Investments, Inc. 401(k) Plan assets move in 2023? ▼
Beartooth Investments, Inc. 401(k) Plan edged up modestly - up 2.0% during 2023, from $384K to $392K. Reported net income was $8K.
How have Beartooth Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beartooth Investments, Inc.'s sponsor-wide assets grew 13.3%, from $384K to $435K.
Where does Beartooth Investments, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Beartooth Investments, Inc. 401(k) Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Beartooth Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Villa Buena 401(k) in TX ($392K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Beartooth Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 260399620.

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.