401(k) · DOL Form 5500 · 2023

Belmont Group Inc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 14
Participants Small participant base: 55th
Percentile by assets National rank: $612,214
Avg per participant High balance/head

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Official DOL plan name: Belmont Group Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Belmont Group Inc · Texas · Real Estate

$9M in assets, 14 participants

Belmont Group Inc's Belmont Group Inc 401(k) Profit Sharing Plan & Trust reported $9M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

#3,471 in Real Estate (4,727 peers)

Belmont Group Inc multi-year trail

Belmont Group Inc's plans moved -48.4% in assets from 2023 to 2024; this filing shows Belmont Group Inc 401(k) Profit Sharing Plan & Trust at $9M / 14 participants.

#3,471
in Real Estate (4,727 peers): +13.0%
assets growth YoY

Belmont Group Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Real Estate and all filers

Belmont Group Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$8,570,993 Top 45% higher than 55% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Belmont Group Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Belmont Group Inc 401(k) Profit Sharing Plan & Trust is a small filing (14 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Plan-year Form 5500 strip

Filing strip 752231729 · Belmont Group Inc PY 2023 · 401(k)

Belmont Group Inc 401(k) Profit Sharing Plan & Trust · $9M · 14 · 55th

BOOK $9M
VS-ST 14
BOY 55th
SCH 401(k)
EBSA near Automann, Inc. 401(k) Profit Sharing Plan & Trust
PART ind #3471

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 Texas →

End-of-year total assets ($M) among Belmont Group Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Belmont Group Inc multi-year asset trail

Latest sponsor-wide plan assets: $4M 48.37433655586931% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	14	$9M
2024	1	12	$4M

Belmont Group Inc filing trail (2023)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$9M
Net Income	$983K
Employer EIN	752231729
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Belmont Group Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Belmont Group Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Belmont Group Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Automann, Inc. 401(k) Profit Sharing Plan & Trust in NJ ($9M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Automann, Inc. 401(k) Profit Sharing Plan & Trust (NJ) $9M · 417
Rl Hudson 401(k) & Ps Plan (OK) $9M · 140
Omada International, LLC 401(k) Savings Plan (WA) $9M · 87
Core, LLC 401(k)Plan (LA) $9M · 364

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

Gibbs Maintenance, Profit Sharing Plan and Trust (CA) 14 · 0 off
Marietta Railroad Properties, Inc. 401(k) Plan (NY) 14 · 0 off
Christopher Mullenix Dmd Md PC 401(k) Profit Sharing Plan (AL) 14 · 0 off
River's Edge Dental Clinic 401(k)/Profit Sharing Plan (MN) 14 · 0 off

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 Belmont Group Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼

Belmont Group Inc 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 13.0% during 2023, from $8M to $9M. Reported net income was $983K.

How have Belmont Group Inc plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Belmont Group Inc's sponsor-wide assets declined 48.4%, from $9M to $4M.

Which 401(k) plans are similar in size to Belmont Group Inc 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Automann, Inc. 401(k) Profit Sharing Plan & Trust in NJ ($9M, 417 participants).

Which 401(k) plans cover a similar participant headcount to Belmont Group Inc 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 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 752231729.