401(k) · DOL Form 5500 · 2023

Belmont Capital LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
635
Participants Below avg headcount
80th
Percentile by assets National rank
$48,572
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Belmont Capital Tax Deferred Savings Plan and Trust · Sponsored by Belmont Capital LLC · Massachusetts · Management of Enterprises

$31M in assets, 635 participants

Belmont Capital LLC's Belmont Capital Tax Deferred Savings Plan and Trust reported $31M in total assets and 635 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #684 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Belmont Capital Tax Deferred Savings Plan and Trust ranks #684 of 1,137 2023 filers by assets (1153% of the sector average)-$31M for 635 participants.

#684
in Management of Enterprises (1,137 peers)
+18.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Belmont Capital Tax Deferred Savings Plan and Trust's outsized position by total assets

Belmont Capital Tax Deferred Savings Plan and Trust vs every filed plan by assets

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

$30,843,535 Top 20% higher than 80% 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

Belmont Capital Tax Deferred Savings Plan and Trust 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. Belmont Capital Tax Deferred Savings Plan and Trust sits mid-pack in the medium band (635 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Belmont Capital Tax Deferred Savings Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Belmont Capital Tax Deferred Savings Plan and Trust end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Belmont Capital Tax Deferred Savings Plan and Trust reported participants rose from 623 in the plan year 2022 filing to 635 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 271144301 · Belmont Capital LLC PY 2023 · 401(k)

Belmont Capital Tax Deferred Savings Plan and Trust · $31M · 635 · 80th

  • EOY $31M
  • 5500 635
  • ASSETS 80th
  • PCT 401(k)
  • EIN near Bbx Capital, Inc. 401(k) Plan
  • RANK ind #684

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 Management of Enterprises retirement plans → · Plans in Massachusetts →

Belmont Capital Tax Deferred Savings Plan and Trust in the asset neighbourhood

Ferreira Construction Co., Inc. 401(k) and Profit Sharing PlanFerreira Construction Co., I…$31MBelmont Capital Tax Deferred Savings Plan and TrustBelmont Capital Tax Deferred…$31MBbx Capital, Inc. 401(k) Plan$31MOrnl Federal Credit Union 401(k) Plan and TrustOrnl Federal Credit Union 40…$31MUsalliance Federal Credit Union 401(k) PlanUsalliance Federal Credit Un…$31M
End-of-year total assets ($M) among Belmont Capital Tax Deferred Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN271144301
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belmont Capital LLC)

Sponsor-wide plan assets over time

All Belmont Capital LLC plans reported in each filing year

Latest sponsor-wide plan assets
$37M 40.383485496331346% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.1M $36.7M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 623 $26M
2023 1 635 $31M
2024 1 619 $37M

Nearby 401(k) Plans in Massachusetts

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

Belmont Capital Tax Deferred Savings Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Belmont Capital Tax Deferred Savings Plan and Trust, Total assets ($B): 0.030843535 · Participants: 635Belmont Capital Tax Deferred Savings Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Belmont Capital Tax Deferred Savings Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Belmont Capital Tax Deferred Savings Plan and Trust side-by-side with 3 peers →

Belmont Capital Tax Deferred Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Bbx Capital, Inc. 401(k) Plan in FL ($31M); by covered participants it is Calendly 401(k) Plan in GA (635 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (635 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 Belmont Capital Tax Deferred Savings Plan and Trust assets move in 2023? ▼
Belmont Capital Tax Deferred Savings Plan and Trust grew sharply - up 18.0% during 2023, from $26M to $31M. Reported net income was $5M.
How have Belmont Capital LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belmont Capital LLC's sponsor-wide assets grew 40.4%, from $26M to $37M.
Where does Belmont Capital Tax Deferred Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Belmont Capital Tax Deferred Savings Plan and Trust ranks in the 80th 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 Belmont Capital Tax Deferred Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bbx Capital, Inc. 401(k) Plan in FL ($31M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Belmont Capital Tax Deferred Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Calendly 401(k) Plan in GA (635 participants, $27M 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 271144301.

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.