401(k) · DOL Form 5500 · 2023

Bawa Investments Inc. 401(k) Plan

Data updated 2026-08-25

$861K
Total assets Small plan by assets: 1
Participants Small participant base: 22nd
Percentile by assets National rank: $860,814
Avg per participant High balance/head

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Official DOL plan name: Bawa 401(k) · Sponsored by Bawa Investments Inc. · Texas · Food Services & Accommodation

$861K in assets, 1 participants

Bawa Investments Inc.'s Bawa 401(k) reported $861K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

#2,188 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Bawa 401(k) ranks #2,188 of 3,828 2023 filers by assets (2273% of the sector average)-$861K for 1 participant.

#2,188
in Food Services & Accommodation (3,828 peers): -3.1%
assets change YoY

The plan reported a net loss of $28K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bawa 401(k) among the smaller filed plans by assets

Bawa 401(k) vs every filed plan by assets

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

$860,814 22nd percentile higher than 22% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Bawa 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bawa 401(k) is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Bawa 401(k) reported net income rose from -$370K in the plan year 2022 filing to -$28K in the plan year 2023 filing.
Bawa 401(k) end-of-year assets rose from $660K in the plan year 2022 filing to $861K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 814369696 · Bawa Investments Inc. PY 2023 · 401(k)

Bawa 401(k) · $861K · 1 · 22nd

IND $861K
IND 1
IND 22nd
IND 401(k)
IND near Idaho Primary Care Association 401(k) Plan
IND ind #2188

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 Texas →

End-of-year total assets ($M) among Bawa 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)	$889K
Net Assets (End of Year)	$861K
Net Income	-$28K
Employer EIN	814369696
Plan Effective Date	2016-11-09
Filing Status	FILING RECEIVED

Sponsor Plan History (Bawa Investments Inc.)

Latest sponsor-wide plan assets: $2M 165.09724744518138% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$660K
2023	3	3	$2M

Nearby 401(k) Plans in Texas

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

Bawa 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Bawa 401(k) side-by-side with 3 peers →

Bawa 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Idaho Primary Care Association 401(k) Plan in ID ($861K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($861K here).

Idaho Primary Care Association 401(k) Plan (ID) $861K · 11
Cornerstone Hardware LLC. 401(k) (NJ) $861K · 16
Hoddy Gates Electric Service, Inc 401(k) Profit Sharing Plan (IA) $861K · 6
Crush It, Inc. 401(k) Plan (TN) $861K · 10

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
Armo 401(k) Trust (NJ) 1 · 0 off
John Hines, Inc. 401(k) Profit Sharing Plan (NM) 1 · 0 off

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 Bawa 401(k) assets move in 2023? ▼

Bawa 401(k) edged down modestly - down 3.1% during 2023, from $889K to $861K. Reported net income was -$28K.

How have Bawa Investments Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Bawa Investments Inc.'s sponsor-wide assets grew 165.1%, from $660K to $2M.

Where does Bawa 401(k) rank by assets among Form 5500 filers? ▼

Bawa 401(k) ranks in the 22nd 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 Bawa 401(k)? ▼

Among 401(k) plans in other states, the closest by assets is Idaho Primary Care Association 401(k) Plan in ID ($861K, 11 participants).

Which 401(k) plans cover a similar participant headcount to Bawa 401(k)? ▼

Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 814369696.