401(k) · DOL Form 5500 · 2023

Balke Brown Transwestern, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
166
Participants Small participant base
45th
Percentile by assets National rank
$30,643
Avg per participant Low balance/head
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Official DOL plan name: Balke Brown Transwestern Inc. 401(k) Plan · Sponsored by Balke Brown Transwestern, Inc. · Missouri · Real Estate

$5M in assets, 166 participants

Balke Brown Transwestern, Inc.'s Balke Brown Transwestern Inc. 401(k) Plan reported $5M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #3,038 in Real Estate (4,727 peers)

Coverage in Missouri

Balke Brown Transwestern Inc. 401(k) Plan covers 166 participants in Missouri, about 23% of the average Missouri filer (state average ~737 per filing). Assets: $5M.

#3,038
in Real Estate (4,727 peers)
+17.6%
assets growth YoY

Balke Brown Transwestern Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Balke Brown Transwestern Inc. 401(k) Plan vs every filed plan by assets

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

$5,086,734 45th percentile higher than 45% 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

Balke Brown Transwestern Inc. 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. Balke Brown Transwestern Inc. 401(k) Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Balke Brown Transwestern Inc. 401(k) Plan reported net income rose from -$436K in the plan year 2022 filing to $760K in the plan year 2023 filing.
  • Balke Brown Transwestern Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Balke Brown Transwestern Inc. 401(k) Plan reported participants rose from 144 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 431176330 · Balke Brown Transwestern, Inc. PY 2023 · 401(k)

Balke Brown Transwestern Inc. 401(k) Plan · $5M · 166 · 45th

  • EIN $5M
  • RANK 166
  • PHOTO 45th
  • IND 401(k)
  • EOY near Gardant Management Solutions, Inc. Retirement Savings Plan
  • 5500 ind #3038

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 Real Estate retirement plans → · Plans in Missouri →

Balke Brown Transwestern Inc. 401(k) Plan in the asset neighbourhood

Balke Brown Transwestern Inc. 401(k) PlanBalke Brown Transwestern Inc…$5MGardant Management Solutions, Inc. Retirement Savings PlanGardant Management Solutions…$5MBitmax, Inc. 401(k) Savings PlanBitmax, Inc. 401(k) Savings …$5MShelton Energy Solutions, LLC 401(k) Plan & TrustShelton Energy Solutions, LL…$5MEverlast Roofing, Inc. 401(k) PlanEverlast Roofing, Inc. 401(k…$5M
End-of-year total assets ($M) among Balke Brown Transwestern Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$760K
Employer EIN431176330
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balke Brown Transwestern, Inc.)

Sponsor-wide plan assets over time

All Balke Brown Transwestern, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 37.83343929845945% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.4M $14.4M ▲ +37.8%
Year Plans Participants Total Assets
2022 2 257 $10M
2023 2 306 $12M
2024 2 334 $14M

Nearby 401(k) Plans in Missouri

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

Balke Brown Transwestern Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Balke Brown Transwestern Inc. 401(k) Plan, Total assets ($B): 0.005086734 · Participants: 166Balke Brown Transwestern Inc. 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Balke Brown Transwestern Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Balke Brown Transwestern Inc. 401(k) Plan side-by-side with 3 peers →

Balke Brown Transwestern Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Gardant Management Solutions, Inc. Retirement Savings Plan in IL ($5M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Balke Brown Transwestern Inc. 401(k) Plan assets move in 2023? ▼
Balke Brown Transwestern Inc. 401(k) Plan grew sharply - up 17.6% during 2023, from $4M to $5M. Reported net income was $760K.
How have Balke Brown Transwestern, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balke Brown Transwestern, Inc.'s sponsor-wide assets grew 37.8%, from $10M to $14M.
Which 401(k) plans are similar in size to Balke Brown Transwestern Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gardant Management Solutions, Inc. Retirement Savings Plan in IL ($5M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Balke Brown Transwestern Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K 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 431176330.

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.