401(k) · DOL Form 5500 · 2023

Bard Valley Date Growers Association (Bvdga) 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 449
Participants Below avg headcount: 43rd
Percentile by assets National rank: $10,259
Avg per participant Low balance/head

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Official DOL plan name: Natural Delights 401(k) Plan · Sponsored by Bard Valley Date Growers Association (Bvdga) · Arizona · Agriculture, Forestry & Fishing

$5M in assets, 449 participants

Bard Valley Date Growers Association (Bvdga)'s Natural Delights 401(k) Plan reported $5M in total assets and 449 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

#562 in Agriculture, Forestry & Fishing (1,288 peers)

2023 asset change

Natural Delights 401(k) Plan grew at a solid clip 11.9% in 2023 ($4M → $5M) for 449 participants.

#562
in Agriculture, Forestry & Fishing (1,288 peers): +11.9%
assets growth YoY

Natural Delights 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Natural Delights 401(k) Plan vs every filed plan by assets

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

$4,606,352 43rd percentile higher than 43% 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

Natural Delights 401(k) Plan 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. Natural Delights 401(k) Plan sits mid-pack in the medium band (449 participants).

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%)

Plan-year Form 5500 strip

Filing strip 330250345 · Bard Valley Date Growers Association (Bvdga) PY 2023 · 401(k)

Natural Delights 401(k) Plan · $5M · 449 · 43rd

TYPE $5M
TYPE 449
TYPE 43rd
TYPE 401(k)
TYPE near Mountain Trade Supply Inc Profit Sharing Plan
TYPE ind #562

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Arizona →

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

Bard Valley Date Growers Association (Bvdga) years around the 2023 move

Latest sponsor-wide plan assets: $5M 6.36095548060591% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	449	$5M
2024	1	447	$5M

2023 asset-move particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$491K
Employer EIN	330250345
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Natural Delights 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare Natural Delights 401(k) Plan side-by-side with 3 peers →

Natural Delights 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Mountain Trade Supply Inc Profit Sharing Plan in CO ($5M); by covered participants it is Bitsight Technologies Retirement Trust in MA (449 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Mountain Trade Supply Inc Profit Sharing Plan (CO) $5M · 15
Assisted Living Services, Inc. 401(k) Plan (CT) $5M · 278
Hearth Management, LLC Retirement Plan (NY) $5M · 682
Milk + Honey Holdings, LLC 401(k) P/S Plan (TX) $5M · 498

Similar participant headcount

Nearest other-state filings by covered participants (449 participants); asset peers above are excluded.

Bitsight Technologies Retirement Trust (MA) 449 · 0 off
The Mortgage Firm, Inc. 401(k) Plan (FL) 449 · 0 off
Itr Industries, Inc. & Affiliates 401(k) Profit Sharing Plan (NY) 449 · 0 off
Aevex Aerospace, LLC 401(k) Plan (CA) 449 · 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 Natural Delights 401(k) Plan assets move in 2023? ▼

Natural Delights 401(k) Plan grew at a solid clip - up 11.9% during 2023, from $4M to $5M. Reported net income was $491K.

How have Bard Valley Date Growers Association (Bvdga) plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Bard Valley Date Growers Association (Bvdga)'s sponsor-wide assets grew 6.4%, from $5M to $5M.

Which 401(k) plans are similar in size to Natural Delights 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mountain Trade Supply Inc Profit Sharing Plan in CO ($5M, 15 participants).

Which 401(k) plans cover a similar participant headcount to Natural Delights 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Bitsight Technologies Retirement Trust in MA (449 participants, $36M 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 330250345.