401(k) · DOL Form 5500 · 2023

Bradley Caldwell, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
404
Participants Below avg headcount
78th
Percentile by assets National rank
$67,239
Avg per participant Below avg balance/head
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Official DOL plan name: Bradley Caldwell, Inc. 401(k) Retirement Savings Plan · Sponsored by Bradley Caldwell, Inc. · Pennsylvania · Wholesale Trade

$27M in assets, 404 participants

Bradley Caldwell, Inc.'s Bradley Caldwell, Inc. 401(k) Retirement Savings Plan reported $27M in total assets and 404 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,828 in Wholesale Trade (6,309 peers)

Coverage in Pennsylvania

Bradley Caldwell, Inc. 401(k) Retirement Savings Plan covers 404 participants in Pennsylvania, about 49% of the average Pennsylvania filer (state average ~822 per filing). Assets: $27M.

#4,828
in Wholesale Trade (6,309 peers)
+15.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bradley Caldwell, Inc. 401(k) Retirement Savings Plan's outsized position by total assets

Bradley Caldwell, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$27,164,639 Top 22% higher than 78% 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

Bradley Caldwell, Inc. 401(k) Retirement Savings 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. Bradley Caldwell, Inc. 401(k) Retirement Savings Plan sits mid-pack in the medium band (404 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bradley Caldwell, Inc. 401(k) Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Bradley Caldwell, Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Bradley Caldwell, Inc. 401(k) Retirement Savings Plan reported participants rose from 387 in the plan year 2022 filing to 404 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 210698772 · Bradley Caldwell, Inc. PY 2023 · 401(k)

Bradley Caldwell, Inc. 401(k) Retirement Savings Plan · $27M · 404 · 78th

  • NET $27M
  • NET 404
  • NET 78th
  • NET 401(k)
  • NET near Greenwich Radiological Group, P.C. Savings and Investment Plan
  • NET ind #4828

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Bradley Caldwell, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

Riviera Finance, LLC 401(k) PlanRiviera Finance, LLC 401(k) …$27MStem, Inc. 401(k) Plan$27MBradley Caldwell, Inc. 401(k) Retirement Savings PlanBradley Caldwell, Inc. 401(k…$27MGreenwich Radiological Group, P.C. Savings and Investment PlanGreenwich Radiological Group…$27MGame Show Network 401(k) & Profit Sharing PlanGame Show Network 401(k) & P…$27M
End-of-year total assets ($M) among Bradley Caldwell, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN210698772
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bradley Caldwell, Inc.)

Sponsor-wide plan assets over time

All Bradley Caldwell, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 27.252125139935902% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $23.6M $30.1M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 387 $24M
2023 1 404 $27M
2024 1 348 $30M

Nearby 401(k) Plans in Pennsylvania

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

Bradley Caldwell, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Bradley Caldwell, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.027164639 · Participants: 404Bradley Caldwell, Inc. 401(k) Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Bradley Caldwell, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Bradley Caldwell, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Bradley Caldwell, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Greenwich Radiological Group, P.C. Savings and Investment Plan in CT ($27M); by covered participants it is Beta Technologies 401(k) Plan in VT (404 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (404 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 Bradley Caldwell, Inc. 401(k) Retirement Savings Plan assets move in 2023? ▼
Bradley Caldwell, Inc. 401(k) Retirement Savings Plan grew at a solid clip - up 15.0% during 2023, from $24M to $27M. Reported net income was $4M.
How have Bradley Caldwell, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bradley Caldwell, Inc.'s sponsor-wide assets grew 27.3%, from $24M to $30M.
Where does Bradley Caldwell, Inc. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Bradley Caldwell, Inc. 401(k) Retirement Savings Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bradley Caldwell, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greenwich Radiological Group, P.C. Savings and Investment Plan in CT ($27M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Bradley Caldwell, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beta Technologies 401(k) Plan in VT (404 participants, $12M 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 210698772.

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.