401(k) · DOL Form 5500 · 2023

Balcomb & Green, P.C. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
12
Participants Small participant base
39th
Percentile by assets National rank
$312,458
Avg per participant High balance/head
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Official DOL plan name: Balcomb & Green, P.C. 401(k) Plan · Sponsored by Balcomb & Green, P.C. · Colorado · Professional & Technical Services

$4M in assets, 12 participants

Balcomb & Green, P.C.'s Balcomb & Green, P.C. 401(k) Plan reported $4M in total assets and 12 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.

  • #7,394 in Professional & Technical Services (20,321 peers)

Balcomb & Green, P.C. multi-year trail

Balcomb & Green, P.C.'s plans moved +19.9% in assets from 2022 to 2024; this filing shows Balcomb & Green, P.C. 401(k) Plan at $4M / 12 participants.

#7,394
in Professional & Technical Services (20,321 peers)
+8.4%
assets growth YoY

Balcomb & Green, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Balcomb & Green, P.C. 401(k) Plan vs every filed plan by assets

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

$3,749,494 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

Balcomb & Green, P.C. 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. Balcomb & Green, P.C. 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Balcomb & Green, P.C. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $290K in the plan year 2023 filing.
  • Balcomb & Green, P.C. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Balcomb & Green, P.C. 401(k) Plan reported participants fell from 13 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 840832752 · Balcomb & Green, P.C. PY 2023 · 401(k)

Balcomb & Green, P.C. 401(k) Plan · $4M · 12 · 39th

  • IND $4M
  • IND 12
  • IND 39th
  • IND 401(k)
  • IND near Herrera School Buses and Coaches, Inc. Retirement Plan
  • IND ind #7394

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 Colorado →

Balcomb & Green, P.C. 401(k) Plan in the asset neighbourhood

Balcomb & Green, P.C. 401(k) PlanBalcomb & Green, P.C. 401(k)…$4MHerrera School Buses and Coaches, Inc. Retirement PlanHerrera School Buses and Coa…$4MBaughman and Turner Inc. Profit Sharing Plan and TrustBaughman and Turner Inc. Pro…$4MSpiegelworld 401(k) Plan$4MHumane Society of Huron Valley 401(k) Profit Sharing Plan TrustHumane Society of Huron Vall…$4M
End-of-year total assets ($M) among Balcomb & Green, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Balcomb & Green, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Balcomb & Green, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 19.907882008949297% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.46M $4.15M ▲ +19.9%
Year Plans Participants Total Assets
2022 1 13 $3M
2023 1 12 $4M
2024 1 12 $4M

Balcomb & Green, P.C. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$290K
Employer EIN840832752
Plan Effective Date2003-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Balcomb & Green, P.C. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Balcomb & Green, P.C. 401(k) Plan, Total assets ($B): 0.003749494 · Participants: 12Balcomb & Green, P.C. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Balcomb & Green, P.C. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Balcomb & Green, P.C. 401(k) Plan side-by-side with 3 peers →

Balcomb & Green, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Herrera School Buses and Coaches, Inc. Retirement Plan in NM ($4M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Balcomb & Green, P.C. 401(k) Plan assets move in 2023? ▼
Balcomb & Green, P.C. 401(k) Plan grew at a solid clip - up 8.4% during 2023, from $3M to $4M. Reported net income was $290K.
How have Balcomb & Green, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balcomb & Green, P.C.'s sponsor-wide assets grew 19.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Balcomb & Green, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Herrera School Buses and Coaches, Inc. Retirement Plan in NM ($4M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Balcomb & Green, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 840832752.

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.