401(k) · DOL Form 5500 · 2023
Balsam Brands Inc. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 178
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $94,998
- Avg per participant Below avg balance/head
Official DOL plan name: Balsam Brands Inc. Retirement Trust · Sponsored by Balsam Brands Inc. · California · Professional & Technical Services
$17M in assets, 178 participants
Balsam Brands Inc.'s Balsam Brands Inc. Retirement Trust reported $17M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #14,010 in Professional & Technical Services (20,321 peers)
Coverage in California
Balsam Brands Inc. Retirement Trust covers 178 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $17M.
- #14,010
- in Professional & Technical Services (20,321 peers)
- +43.1%
- assets growth YoY
Balsam Brands Inc. Retirement Trust's outsized position by total assets
Balsam Brands Inc. Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,909,561 Top 30% higher than 70% 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
Balsam Brands Inc. Retirement Trust 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. Balsam Brands Inc. Retirement Trust sits mid-pack in the medium band (178 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Balsam Brands Inc. Retirement Trust reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Balsam Brands Inc. Retirement Trust end-of-year assets rose from $12M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Balsam Brands Inc. Retirement Trust reported participants rose from 169 in the plan year 2022 filing to 178 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 473255205 · Balsam Brands Inc. PY 2023 · 401(k)
Balsam Brands Inc. Retirement Trust · $17M · 178 · 70th
- PART $17M
- TYPE 178
- NET 70th
- BOOK 401(k)
- VS-ST near Future Tech Retirement Fund
- BOY ind #14010
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 Professional & Technical Services retirement plans → · Plans in California →
Balsam Brands Inc. Retirement Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $5M |
| Employer EIN | 473255205 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Balsam Brands Inc.)
Sponsor-wide plan assets over time
All Balsam Brands Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 85.87062098182594% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 169 | $12M |
| 2023 | 1 | 178 | $17M |
| 2024 | 1 | 168 | $22M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Balsam Brands Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Future Tech Retirement Fund in NY ($17M); by covered participants it is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Future Tech Retirement Fund (NY) $17M · 166
- Software Technology Group 401(k) Plan (UT) $17M · 216
- Prosegur Sis USA, Inc. 401(k) Plan (VA) $17M · 4,180
- Sparky 401(k) Plan (PA) $17M · 1,028
Similar participant headcount
Nearest other-state filings by covered participants (178 participants); asset peers above are excluded.
- Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust (NY) 178 · 0 off
- Woodpeckers LLC 401(k) Plan (OH) 178 · 0 off
- Revolution Industrial LLC 401(k) Plan (AZ) 178 · 0 off
- All American Glass Distributors Inc. Employee Savings Plan (TX) 178 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.