401(k) · DOL Form 5500 · 2023

Belotz Holdings Incorporated 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
38th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust · Sponsored by Belotz Holdings Incorporated · California · Information & Media

$3M in assets, 2 participants

Belotz Holdings Incorporated's Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #616 in Information & Media (2,818 peers)

Belotz Holdings Incorporated multi-year trail

Belotz Holdings Incorporated's plans moved +42.1% in assets from 2023 to 2024; this filing shows Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust at $3M / 2 participants.

#616
in Information & Media (2,818 peers)
+57.6%
assets growth YoY

Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Information & Media and all filers

Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,418,204 38th percentile higher than 38% 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

Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 202887966 · Belotz Holdings Incorporated PY 2023 · 401(k)

Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust · $3M · 2 · 38th

  • VS-ST $3M
  • VS-ST 2
  • VS-ST 38th
  • VS-ST 401(k)
  • VS-ST near Southwest Service Administrators Inc. Bargaining Division 401(k) Plan
  • VS-ST ind #616

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 Information & Media retirement plans → · Plans in California →

Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Belotz Holdings Incorporated 401(k) Profit Sharing Plan & TrustBelotz Holdings Incorporated…$3MSouthwest Service Administrators Inc. Bargaining Division 401(k) PlanSouthwest Service Administra…$3MRivergate Kw Management 401(k)Rivergate Kw Management 401(…$3MUniversal Solutions International, Inc. 401(k) PlanUniversal Solutions Internat…$3MKansas City Terminal Railway Company 401(k) PlanKansas City Terminal Railway…$3M
End-of-year total assets ($M) among Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Belotz Holdings Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Belotz Holdings Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$5M 42.06934401808669% vs 2023
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 20232024 $3.42M $4.86M ▲ +42.1%
Year Plans Participants Total Assets
2023 1 2 $3M
2024 1 2 $5M

Belotz Holdings Incorporated filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN202887966
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003418204 · Participants: 2Belotz Holdings Incorporated 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Southwest Service Administrators Inc. Bargaining Division 401(k) Plan in AZ ($3M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

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 Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust surged - up 57.6% during 2023, from $2M to $3M. Reported net income was $1M.
How have Belotz Holdings Incorporated plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Belotz Holdings Incorporated's sponsor-wide assets grew 42.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Southwest Service Administrators Inc. Bargaining Division 401(k) Plan in AZ ($3M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust? ▼
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 202887966.

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.