401(k) · DOL Form 5500 · 2023

Bkb Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$264K
Total assets Small plan by assets
13
Participants Small participant base
13th
Percentile by assets National rank
$20,271
Avg per participant Low balance/head
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Official DOL plan name: Bkb Investments, Inc. 401(k) Plan · Sponsored by Bkb Investments, Inc. · California · Food Services & Accommodation

$264K in assets, 13 participants

Bkb Investments, Inc.'s Bkb Investments, Inc. 401(k) Plan reported $264K in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,290 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Bkb Investments, Inc. 401(k) Plan ranks #1,290 of 3,828 2023 filers by assets (7424% of the sector average)-$264K for 13 participants.

#1,290
in Food Services & Accommodation (3,828 peers)
-49.1%
assets change YoY

The plan reported a net loss of $255K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bkb Investments, Inc. 401(k) Plan among the smaller filed plans by assets

Bkb Investments, Inc. 401(k) Plan vs every filed plan by assets

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

$263,529 13th percentile higher than 13% 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

Bkb Investments, Inc. 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. Bkb Investments, Inc. 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bkb Investments, Inc. 401(k) Plan reported net income fell from $75K in the plan year 2022 filing to -$255K in the plan year 2023 filing.
  • Bkb Investments, Inc. 401(k) Plan end-of-year assets rose from $76K in the plan year 2022 filing to $264K in the plan year 2023 filing.
  • Bkb Investments, Inc. 401(k) Plan reported participants rose from 10 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 320493364 · Bkb Investments, Inc. PY 2023 · 401(k)

Bkb Investments, Inc. 401(k) Plan · $264K · 13 · 13th

  • ASSETS $264K
  • ASSETS 13
  • ASSETS 13th
  • ASSETS 401(k)
  • ASSETS near Mile Harper, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #1290

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 Food Services & Accommodation retirement plans → · Plans in California →

Bkb Investments, Inc. 401(k) Plan in the asset neighbourhood

Bkb Investments, Inc. 401(k) PlanBkb Investments, Inc. 401(k)…$264KMile Harper, Inc. 401(k) Profit Sharing PlanMile Harper, Inc. 401(k) Pro…$264KHello Forrest Incorporated 401(k) Profit Sharing PlanHello Forrest Incorporated 4…$264KOgden Med Spa, Inc. 401(k) PlanOgden Med Spa, Inc. 401(k) P…$264K2177 Furniture Co. 401(k) Plan2177 Furniture Co. 401(k) Pl…$263K
End-of-year total assets ($M) among Bkb Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$518K
Net Assets (End of Year)$264K
Net Income-$255K
Employer EIN320493364
Plan Effective Date2016-03-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Bkb Investments, Inc.)

Sponsor-wide plan assets over time

All Bkb Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2K 97.09144720472493% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.08M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 10 $76K
2023 5 60 $1M
2024 1 9 $2K

Nearby 401(k) Plans in California

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

Bkb Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bkb Investments, Inc. 401(k) Plan, Total assets ($B): 0.000263529 · Participants: 13Bkb Investments, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Bkb Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bkb Investments, Inc. 401(k) Plan side-by-side with 3 peers →

Bkb Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mile Harper, Inc. 401(k) Profit Sharing Plan in GA ($264K); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($264K here).

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Bkb Investments, Inc. 401(k) Plan assets move in 2023? ▼
Bkb Investments, Inc. 401(k) Plan contracted severely - down 49.1% during 2023, from $518K to $264K. Reported net income was -$255K.
How have Bkb Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bkb Investments, Inc.'s sponsor-wide assets declined 97.1%, from $76K to $2K.
Where does Bkb Investments, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bkb Investments, Inc. 401(k) Plan ranks in the 13th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Bkb Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mile Harper, Inc. 401(k) Profit Sharing Plan in GA ($264K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Bkb Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 320493364.

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.