401(k) · DOL Form 5500 · 2023

Bella Rose Farm, Inc. 401(k) Plan

Data updated 2026-08-25

$179K
Total assets Small plan by assets
3
Participants Small participant base
10th
Percentile by assets National rank
$59,639
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bella Rose Farm, Inc. 401(k) Profit Sharing Plan · Sponsored by Bella Rose Farm, Inc. · Illinois · Arts, Entertainment & Recreation

$179K in assets, 3 participants

Bella Rose Farm, Inc.'s Bella Rose Farm, Inc. 401(k) Profit Sharing Plan reported $179K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #740 in Arts, Entertainment & Recreation (2,945 peers)

What the 2023 filing shows

Bella Rose Farm, Inc. 401(k) Profit Sharing Plan holds $179K for 3 participants - about $59,639 per participant, among the smaller plans by assets on file.

#740
in Arts, Entertainment & Recreation (2,945 peers)
-2.2%
assets change YoY

The plan reported a net loss of $4K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bella Rose Farm, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Bella Rose Farm, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$178,918 10th percentile higher than 10% 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

Bella Rose Farm, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bella Rose Farm, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bella Rose Farm, Inc. 401(k) Profit Sharing Plan reported participants rose from 1 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Bella Rose Farm, Inc. 401(k) Profit Sharing Plan reported net income fell from $15K in the plan year 2022 filing to -$4K in the plan year 2023 filing.
  • Bella Rose Farm, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $183K in the plan year 2022 filing to $179K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260409289 · Bella Rose Farm, Inc. PY 2023 · 401(k)

Bella Rose Farm, Inc. 401(k) Profit Sharing Plan · $179K · 3 · 10th

  • SCH $179K
  • EBSA 3
  • PART 10th
  • TYPE 401(k)
  • NET near The Millican Insurance Agency Retirement Plan
  • BOOK ind #740

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 Arts, Entertainment & Recreation retirement plans → · Plans in Illinois →

Bella Rose Farm, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Bella Rose Farm, Inc. 401(k) Profit Sharing PlanBella Rose Farm, Inc. 401(k)…$179KThe Millican Insurance Agency Retirement PlanThe Millican Insurance Agenc…$179KGlowing Minds Corp. 401(k) PlanGlowing Minds Corp. 401(k) P…$179KRcm Signs Inc 401(k) Profit Sharing PlanRcm Signs Inc 401(k) Profit …$179KDo Better Business Co. 401(k) PlanDo Better Business Co. 401(k…$179K
End-of-year total assets ($M) among Bella Rose Farm, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$183K
Net Assets (End of Year)$179K
Net Income-$4K
Employer EIN260409289
Plan Effective Date2010-10-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Bella Rose Farm, Inc.)

Sponsor-wide plan assets over time

All Bella Rose Farm, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$175K 4.631835467937229% vs 2022
2024 filing year
$0.17M$0.17M$0.18M$0.18M$0.19M 202220232024 $0.18M $0.17M ▼ -5.6%
Year Plans Participants Total Assets
2022 1 1 $183K
2023 1 3 $179K
2024 1 3 $175K

Nearby 401(k) Plans in Illinois

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

Bella Rose Farm, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Bella Rose Farm, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000178918 · Participants: 3Bella Rose Farm, Inc. 401(k) Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Bella Rose Farm, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Bella Rose Farm, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bella Rose Farm, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is The Millican Insurance Agency Retirement Plan in TX ($179K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($179K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Bella Rose Farm, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Bella Rose Farm, Inc. 401(k) Profit Sharing Plan edged down modestly - down 2.2% during 2023, from $183K to $179K. Reported net income was -$4K.
How have Bella Rose Farm, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bella Rose Farm, Inc.'s sponsor-wide assets declined 4.6%, from $183K to $175K.
Where does Bella Rose Farm, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bella Rose Farm, Inc. 401(k) Profit Sharing Plan ranks in the 10th 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 Bella Rose Farm, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Millican Insurance Agency Retirement Plan in TX ($179K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Bella Rose Farm, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 260409289.

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.