401(k) · DOL Form 5500 · 2022

Belmark, Inc. 401(k) Plan

Data updated 2026-08-25

$126M
Total assets Near avg plan size
1,159
Participants Near avg headcount
94th
Percentile by assets National rank
$108,666
Avg per participant Below avg balance/head
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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.

  • #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.

#18,666
in Manufacturing (20,602 peers)
+19.2%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Belmark Employees' Retirement Savings Plan and Trust's outsized position 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 $2,050,000,000 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 2022

Belmark Employees' Retirement Savings Plan and Trust's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Belmark Employees' Retirement Savings Plan and Trust lands in the large band (1,159 participants).

EBSA filing schedule strip

Filing strip 391283237 · Belmark, Inc. PY 2022 · 401(k)

Belmark Employees' Retirement Savings Plan and Trust · $126M · 1,159 · 94th

  • SCH $126M
  • SCH 1,159
  • SCH 94th
  • SCH 401(k)
  • SCH near Allspring 401(k) Plan
  • SCH ind #18666

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 Manufacturing retirement plans → · Plans in Wisconsin →

Belmark Employees' Retirement Savings Plan and Trust in the asset neighbourhood

Greatamerica Financial Services Corporation 401(k) Profit Sharing PlanGreatamerica Financial Servi…$126MBelmark Employees' Retirement Savings Plan and TrustBelmark Employees' Retiremen…$126MAllspring 401(k) Plan$126MCraig Hospital Retirement PlanCraig Hospital Retirement Pl…$126MQuidel Savings and Retirement PlanQuidel Savings and Retiremen…$126M
End-of-year total assets ($M) among Belmark Employees' Retirement Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Belmark, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$184M 46.28954171962949% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $126M $184M ▲ +46.3%
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 ($B) Participants Belmark Employees' Retirement Savings Plan and Trust, Total assets ($B): 0.125943688 · Participants: 1159Belmark Employees' Retirement Savings Plan and TrustJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Belmark Employees' Retirement Savings Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Belmark Employees' Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Allspring 401(k) Plan in IL ($126M); by covered participants it is Ent Credit Union 401(k) Retirement Plan in CO (1,159 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($126M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,159 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Belmark Employees' Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ent Credit Union 401(k) Retirement Plan in CO (1,159 participants, $128M in assets).