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
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
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.
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, 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
| 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 EIN | 475670237 |
| Plan Effective Date | 2021-02-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.
- Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan (GA) 15 · 0 off
- Nittfan Inc. 401(k) Plan (PA) 15 · 0 off
- Rhc3, Inc. 401(k) Profit Sharing Plan (SC) 15 · 0 off
- Stevice Investments Inc. 401(k) Plan (AZ) 15 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.