401(k) · DOL Form 5500 · 2023

Ballard Fish & Oyster Co., LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
104
Participants Small participant base
39th
Percentile by assets National rank
$35,823
Avg per participant Low balance/head
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Official DOL plan name: Ballard Employees' 401(k) Retirement Plan · Sponsored by Ballard Fish & Oyster Co., LLC · Virginia · Agriculture, Forestry & Fishing

$4M in assets, 104 participants

Ballard Fish & Oyster Co., LLC's Ballard Employees' 401(k) Retirement Plan reported $4M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #514 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Virginia

Ballard Employees' 401(k) Retirement Plan covers 104 participants in Virginia, about 13% of the average Virginia filer (state average ~782 per filing). Assets: $4M.

#514
in Agriculture, Forestry & Fishing (1,288 peers)
+12.2%
assets growth YoY

Ballard Employees' 401(k) Retirement Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Ballard Employees' 401(k) Retirement Plan vs every filed plan by assets

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

$3,725,615 39th percentile higher than 39% 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

Ballard Employees' 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ballard Employees' 401(k) Retirement Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ballard Employees' 401(k) Retirement Plan reported net income rose from -$688K in the plan year 2022 filing to $699K in the plan year 2023 filing.
  • Ballard Employees' 401(k) Retirement Plan reported participants rose from 91 in the plan year 2022 filing to 104 in the plan year 2023 filing.
  • Ballard Employees' 401(k) Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 540131920 · Ballard Fish & Oyster Co., LLC PY 2023 · 401(k)

Ballard Employees' 401(k) Retirement Plan · $4M · 104 · 39th

  • SCH $4M
  • SCH 104
  • SCH 39th
  • SCH 401(k)
  • SCH near Vpet USA, LLC 401(k) Plan
  • SCH ind #514

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Virginia →

Ballard Employees' 401(k) Retirement Plan in the asset neighbourhood

Ballard Employees' 401(k) Retirement PlanBallard Employees' 401(k) Re…$4MVpet USA, LLC 401(k) Plan$4MErnst Metal Technologies LLC Profit Sharing & 401(k) Plan & TrustErnst Metal Technologies LLC…$4MJim Baier, Inc. 401(k) Profit Sharing Plan and TrustJim Baier, Inc. 401(k) Profi…$4MDisston Retirement Plan$4M
End-of-year total assets ($M) among Ballard Employees' 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$699K
Employer EIN540131920
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ballard Fish & Oyster Co., LLC)

Sponsor-wide plan assets over time

All Ballard Fish & Oyster Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 35.80655478219389% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.32M $4.51M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 91 $3M
2023 1 104 $4M
2024 1 131 $5M

Nearby 401(k) Plans in Virginia

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

Ballard Employees' 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Ballard Employees' 401(k) Retirement Plan, Total assets ($B): 0.003725615 · Participants: 104Ballard Employees' 401(k) Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Ballard Employees' 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Ballard Employees' 401(k) Retirement Plan side-by-side with 3 peers →

Ballard Employees' 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Vpet USA, LLC 401(k) Plan in CA ($4M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Ballard Employees' 401(k) Retirement Plan assets move in 2023? ▼
Ballard Employees' 401(k) Retirement Plan grew at a solid clip - up 12.2% during 2023, from $3M to $4M. Reported net income was $699K.
How have Ballard Fish & Oyster Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ballard Fish & Oyster Co., LLC's sponsor-wide assets grew 35.8%, from $3M to $5M.
Which 401(k) plans are similar in size to Ballard Employees' 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vpet USA, LLC 401(k) Plan in CA ($4M, 216 participants).
Which 401(k) plans cover a similar participant headcount to Ballard Employees' 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 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 540131920.

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.