401(k) · DOL Form 5500 · 2022

Belmark, Inc. 401(k) Plan

Data updated 2026-08-11

$126M
Total assets
1,159
Participants
94th
Percentile by assets
$108,666
Avg per participant
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Official DOL plan name: Belmark Employees' Retirement Savings Plan and Trust · Sponsored by Belmark, Inc. · Wisconsin · Manufacturing

$126M in assets, 1,159 participants

Belmark, Inc.'s Belmark Employees' Retirement Savings Plan and Trust reported $126M in total assets and 1,159 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 139,126 plans)
  • #18,666 in Manufacturing (20,602 peers)

Coverage in Wisconsin

Belmark Employees' Retirement Savings Plan and Trust covers 1,159 participants in Wisconsin, 2.1x the typical Wisconsin plan (state average ~563 per filing). Assets: $126M.

$126M
total plan assets (2022 EOY)
1,159
covered participants
94th
percentile by assets (of 139,126 plans)
$108,666
avg assets per participant

Where Belmark Employees' Retirement Savings Plan and Trust sits by total assets

Belmark Employees' Retirement Savings Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$125,943,688 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State
Wisconsin
Industry
Manufacturing

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Belmark Employees' Retirement Savings Plan and Trust reports 1,159 participants - 2.1x that state average ($126M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$126M
Net Income$20M
Employer EIN391283237
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belmark, Inc.)

$120M$140M$160M$180M$200M 202220232024 $126M $184M ▲ +46.3%
Total plan assets by year, all Belmark, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,159 $126M
2023 1 1,211 $159M
2024 1 1,301 $184M

Nearby 401(k) Plans in Wisconsin

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

Belmark Employees' Retirement Savings Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Belmark Employees' R…, Total assets ($B): 0.125943688 · Participants: 1159Belmark Employees' R…Johnson Controls Ret…, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation …Nm Employee Savings …, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings …
Belmark Employees' Retirement Savings Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Belmark Employees' Retirement Savings Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Belmark Employees' Retirement Savings Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Belmark Employees' Retirement Savings Plan and Trust assets move in 2022? ▼
Belmark Employees' Retirement Savings Plan and Trust grew sharply - up 19.2% during 2022, from $106M to $126M. Reported net income was $20M.
How have Belmark, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belmark, Inc.'s sponsor-wide assets grew 46.3%, from $126M to $184M.
Where does Belmark Employees' Retirement Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Belmark Employees' Retirement Savings Plan and Trust ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Belmark Employees' Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Allspring 401(k) Plan in IL ($126M, 1,210 participants).

Next read for Belmark Employees' Retirement Savings Pl…

Filing takeaways

Ways to act on Belmark Employees' Retirement Savings Plan and Trust's numbers.

  • By total assets, Belmark Employees' Retirement Savings Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
  • Belmark, Inc.'s sponsor-wide assets have grown 46.3% since 2022 across 3 plan years on file. More Manufacturing plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391283237.

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.