401(k) · DOL Form 5500 · 2023

Belk Gambrell Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
15
Participants Small participant base
25th
Percentile by assets National rank
$79,940
Avg per participant Below avg balance/head
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Official DOL plan name: Belk Gambrell Enterprises 401(k) Plan · Sponsored by Belk Gambrell Enterprises, LLC · North Carolina · Professional & Technical Services

$1M in assets, 15 participants

Belk Gambrell Enterprises, LLC's Belk Gambrell Enterprises 401(k) Plan reported $1M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,191 in Professional & Technical Services (20,321 peers)

Belk Gambrell Enterprises, LLC multi-year trail

Belk Gambrell Enterprises, LLC's plans moved +128.5% in assets from 2022 to 2024; this filing shows Belk Gambrell Enterprises 401(k) Plan at $1M / 15 participants.

#4,191
in Professional & Technical Services (20,321 peers)
+65.8%
assets growth YoY

Belk Gambrell Enterprises 401(k) Plan among the smaller filed plans by assets

Belk Gambrell Enterprises 401(k) Plan vs every filed plan by assets

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

$1,199,103 25th percentile higher than 25% 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

Belk Gambrell Enterprises 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Belk Gambrell Enterprises 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Belk Gambrell Enterprises 401(k) Plan reported net income rose from $160K in the plan year 2022 filing to $476K in the plan year 2023 filing.
  • Belk Gambrell Enterprises 401(k) Plan end-of-year assets rose from $723K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Belk Gambrell Enterprises 401(k) Plan reported participants rose from 13 in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 475670237 · Belk Gambrell Enterprises, LLC PY 2023 · 401(k)

Belk Gambrell Enterprises 401(k) Plan · $1M · 15 · 25th

  • BOOK $1M
  • BOOK 15
  • BOOK 25th
  • BOOK 401(k)
  • BOOK near Provenio Capital, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #4191

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Belk Gambrell Enterprises 401(k) Plan in the asset neighbourhood

Belk Gambrell Enterprises 401(k) PlanBelk Gambrell Enterprises 40…$1MProvenio Capital, Inc. 401(k) Profit Sharing PlanProvenio Capital, Inc. 401(k…$1MRedeaux, Inc. 401(k) Profit Sharing PlanRedeaux, Inc. 401(k) Profit …$1MI.T. Strategies, Inc. 401(k) PlanI.T. Strategies, Inc. 401(k)…$1MBrock Grain Systems Retirement Savings Plan for Kansas City Hourly EmployeesBrock Grain Systems Retireme…$1M
End-of-year total assets ($M) among Belk Gambrell Enterprises 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Belk Gambrell Enterprises, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Belk Gambrell Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 128.47948834225545% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.72M $1.65M ▲ +129.2%
Year Plans Participants Total Assets
2022 1 13 $723K
2023 1 15 $1M
2024 1 16 $2M

Belk Gambrell Enterprises, LLC filing trail (2023)

Total Assets (Beginning of Year)$723K
Net Assets (End of Year)$1M
Net Income$476K
Employer EIN475670237
Plan Effective Date2021-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Belk Gambrell Enterprises 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Belk Gambrell Enterprises 401(k) Plan, Total assets ($B): 0.001199103 · Participants: 15Belk Gambrell Enterprises 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Belk Gambrell Enterprises 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Belk Gambrell Enterprises 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Provenio Capital, Inc. 401(k) Profit Sharing Plan in CA ($1M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Belk Gambrell Enterprises 401(k) Plan assets move in 2023?
Belk Gambrell Enterprises 401(k) Plan surged - up 65.8% during 2023, from $723K to $1M. Reported net income was $476K.
How have Belk Gambrell Enterprises, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Belk Gambrell Enterprises, LLC's sponsor-wide assets grew 128.5%, from $723K to $2M.
Where does Belk Gambrell Enterprises 401(k) Plan rank by assets among Form 5500 filers?
Belk Gambrell Enterprises 401(k) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Belk Gambrell Enterprises 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Provenio Capital, Inc. 401(k) Profit Sharing Plan in CA ($1M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Belk Gambrell Enterprises 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M in assets).