401(k) · DOL Form 5500 · 2023

The Bellows Shoppe, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$400,043
Avg per participant High balance/head
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Official DOL plan name: The Bellows Shoppe, Inc. 401(k) Plan and Trust · Sponsored by The Bellows Shoppe, Inc. · Illinois · Retail Trade

$1M in assets, 3 participants

The Bellows Shoppe, Inc.'s The Bellows Shoppe, Inc. 401(k) Plan and Trust reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,177 in Retail Trade (8,414 peers)

The Bellows Shoppe, Inc. multi-year trail

The Bellows Shoppe, Inc.'s plans moved +25.0% in assets from 2022 to 2023; this filing shows The Bellows Shoppe, Inc. 401(k) Plan and Trust at $1M / 3 participants.

#3,177
in Retail Trade (8,414 peers)
+25.0%
assets growth YoY

The Bellows Shoppe, Inc. 401(k) Plan and Trust among the smaller filed plans by assets

The Bellows Shoppe, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$1,200,128 25th percentile higher than 25% 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

The Bellows Shoppe, Inc. 401(k) Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Bellows Shoppe, Inc. 401(k) Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Bellows Shoppe, Inc. 401(k) Plan and Trust reported net income rose from -$216K in the plan year 2022 filing to $240K in the plan year 2023 filing.
  • The Bellows Shoppe, Inc. 401(k) Plan and Trust end-of-year assets rose from $960K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 363743973 · The Bellows Shoppe, Inc. PY 2023 · 401(k)

The Bellows Shoppe, Inc. 401(k) Plan and Trust · $1M · 3 · 25th

  • EOY $1M
  • 5500 3
  • ASSETS 25th
  • PCT 401(k)
  • EIN near Marcher Oil Retirement Plan
  • RANK ind #3177

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 Retail Trade retirement plans → · Plans in Illinois →

The Bellows Shoppe, Inc. 401(k) Plan and Trust in the asset neighbourhood

The Bellows Shoppe, Inc. 401(k) Plan and TrustThe Bellows Shoppe, Inc. 401…$1MMarcher Oil Retirement Plan$1MThe Greenery Profit Sharing 401(k) PlanThe Greenery Profit Sharing …$1MBrock Grain Systems Retirement Savings Plan for Kansas City Hourly EmployeesBrock Grain Systems Retireme…$1MI.T. Strategies, Inc. 401(k) PlanI.T. Strategies, Inc. 401(k)…$1M
End-of-year total assets ($M) among The Bellows Shoppe, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Bellows Shoppe, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Bellows Shoppe, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 25.02518467896436% vs 2022
2023 filing year
$0.9M$1M$1.1M$1.2M$1.3M 20222023 $0.96M $1.2M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 3 $960K
2023 1 3 $1M

The Bellows Shoppe, Inc. filing trail (2023)

Total Assets (Beginning of Year)$960K
Net Assets (End of Year)$1M
Net Income$240K
Employer EIN363743973
Plan Effective Date2005-02-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

The Bellows Shoppe, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants The Bellows Shoppe, Inc. 401(k) Plan and Trust, Total assets ($B): 0.001200128 · Participants: 3The Bellows Shoppe, Inc. 401(k) Plan and TrustAccenture 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
The Bellows Shoppe, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The Bellows Shoppe, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

The Bellows Shoppe, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Marcher Oil Retirement Plan in CA ($1M); 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.

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 The Bellows Shoppe, Inc. 401(k) Plan and Trust assets move in 2023? ▼
The Bellows Shoppe, Inc. 401(k) Plan and Trust grew sharply - up 25.0% during 2023, from $960K to $1M. Reported net income was $240K.
How have The Bellows Shoppe, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Bellows Shoppe, Inc.'s sponsor-wide assets grew 25.0%, from $960K to $1M.
Where does The Bellows Shoppe, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
The Bellows Shoppe, Inc. 401(k) Plan and Trust ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to The Bellows Shoppe, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Marcher Oil Retirement Plan in CA ($1M, 3 participants).
Which 401(k) plans cover a similar participant headcount to The Bellows Shoppe, Inc. 401(k) Plan and Trust? ▼
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 363743973.

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.