401(k) · DOL Form 5500 · 2023

Bundtastic Trio, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
34
Participants Small participant base
24th
Percentile by assets National rank
$29,435
Avg per participant Low balance/head
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Official DOL plan name: Bundtastic Trio, Inc. 401(k) Plan · Sponsored by Bundtastic Trio, Inc. · California · Manufacturing

$1M in assets, 34 participants

Bundtastic Trio, Inc.'s Bundtastic Trio, Inc. 401(k) Plan reported $1M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,926 in Manufacturing (18,722 peers)

2023 asset change

Bundtastic Trio, Inc. 401(k) Plan surged 32.8% in 2023 ($753K → $1M) for 34 participants.

#1,926
in Manufacturing (18,722 peers)
+32.8%
assets growth YoY

Bundtastic Trio, Inc. 401(k) Plan among the smaller filed plans by assets

Bundtastic Trio, Inc. 401(k) Plan vs every filed plan by assets

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

$1,000,796 24th percentile higher than 24% 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

Bundtastic Trio, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bundtastic Trio, Inc. 401(k) Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bundtastic Trio, Inc. 401(k) Plan reported net income rose from -$25K in the plan year 2022 filing to $247K in the plan year 2023 filing.
  • Bundtastic Trio, Inc. 401(k) Plan end-of-year assets rose from $753K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bundtastic Trio, Inc. 401(k) Plan reported participants rose from 30 in the plan year 2022 filing to 34 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 461718925 · Bundtastic Trio, Inc. PY 2023 · 401(k)

Bundtastic Trio, Inc. 401(k) Plan · $1M · 34 · 24th

  • EBSA $1M
  • EBSA 34
  • EBSA 24th
  • EBSA 401(k)
  • EBSA near Glaza Family Enterprise, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #1926

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 California →

Bundtastic Trio, Inc. 401(k) Plan in the asset neighbourhood

Bundtastic Trio, Inc. 401(k) PlanBundtastic Trio, Inc. 401(k)…$1MGlaza Family Enterprise, Inc. 401(k) Profit Sharing PlanGlaza Family Enterprise, Inc…$1MWagner Realty Group 401(k) Profit Sharing PlanWagner Realty Group 401(k) P…$1MDjc Investment 401(k)$1MRoan and Black, Inc. 401(k) PlanRoan and Black, Inc. 401(k) …$1M
End-of-year total assets ($M) among Bundtastic Trio, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bundtastic Trio, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Bundtastic Trio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$711K 5.64294114679983% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.75M $0.71M ▼ -5.3%
Year Plans Participants Total Assets
2022 1 30 $753K
2023 1 34 $1M
2024 1 39 $711K

2023 asset-move particulars

Total Assets (Beginning of Year)$753K
Net Assets (End of Year)$1M
Net Income$247K
Employer EIN461718925
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Bundtastic Trio, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bundtastic Trio, Inc. 401(k) Plan, Total assets ($B): 0.001000796 · Participants: 34Bundtastic Trio, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Bundtastic Trio, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bundtastic Trio, Inc. 401(k) Plan side-by-side with 3 peers →

Bundtastic Trio, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Glaza Family Enterprise, Inc. 401(k) Profit Sharing Plan in AZ ($1M); by covered participants it is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Bundtastic Trio, Inc. 401(k) Plan assets move in 2023? ▼
Bundtastic Trio, Inc. 401(k) Plan surged - up 32.8% during 2023, from $753K to $1M. Reported net income was $247K.
How have Bundtastic Trio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bundtastic Trio, Inc.'s sponsor-wide assets declined 5.6%, from $753K to $711K.
Where does Bundtastic Trio, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bundtastic Trio, Inc. 401(k) Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Bundtastic Trio, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Glaza Family Enterprise, Inc. 401(k) Profit Sharing Plan in AZ ($1M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Bundtastic Trio, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants, N/A 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 461718925.

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.