401(k) · DOL Form 5500 · 2023

Bullard Enterprises LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
572
Participants Below avg headcount
42nd
Percentile by assets National rank
$7,637
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bullard Enterprises 401(k) Profit Sharing Plan & Trust · Sponsored by Bullard Enterprises LLC · North Carolina · Food Services & Accommodation

$4M in assets, 572 participants

Bullard Enterprises LLC's Bullard Enterprises 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 572 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,936 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Bullard Enterprises 401(k) Profit Sharing Plan & Trust ranks #2,936 of 3,828 2023 filers by assets (448% of the sector average)-$4M for 572 participants.

#2,936
in Food Services & Accommodation (3,828 peers)
-16.9%
assets change YoY

The plan reported a net loss of $891K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bullard Enterprises 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Food Services & Accommodation and all filers

Bullard Enterprises 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,368,544 42nd percentile higher than 42% 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

Bullard Enterprises 401(k) Profit Sharing Plan & 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. Bullard Enterprises 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (572 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bullard Enterprises 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Bullard Enterprises 401(k) Profit Sharing Plan & Trust reported net income fell from -$763K in the plan year 2022 filing to -$891K in the plan year 2023 filing.
  • Bullard Enterprises 401(k) Profit Sharing Plan & Trust reported participants fell from 590 in the plan year 2022 filing to 572 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 561269091 · Bullard Enterprises LLC PY 2023 · 401(k)

Bullard Enterprises 401(k) Profit Sharing Plan & Trust · $4M · 572 · 42nd

  • ASSETS $4M
  • PCT 572
  • EIN 42nd
  • RANK 401(k)
  • PHOTO near D.W. Jones, Inc. 401(k) Profit Sharing Plan
  • IND ind #2936

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

Bullard Enterprises 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Bullard Enterprises 401(k) Profit Sharing Plan & TrustBullard Enterprises 401(k) P…$4MD.W. Jones, Inc. 401(k) Profit Sharing PlanD.W. Jones, Inc. 401(k) Prof…$4MMovement Strategy 401(k) Plan$4MMobile Lumber & Building Materials, Inc 401(k) PlanMobile Lumber & Building Mat…$4MUpscale Construction, Inc. 401(k) PlanUpscale Construction, Inc. 4…$4M
End-of-year total assets ($M) among Bullard Enterprises 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$891K
Employer EIN561269091
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bullard Enterprises LLC)

Sponsor-wide plan assets over time

All Bullard Enterprises LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 0.0727196127552292% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $5.26M $5.26M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 590 $5M
2023 1 572 $4M
2024 1 580 $5M

Nearby 401(k) Plans in North Carolina

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

Bullard Enterprises 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Bullard Enterprises 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004368544 · Participants: 572Bullard Enterprises 401(k) Profit Sharing Plan & TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Bullard Enterprises 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Bullard Enterprises 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Bullard Enterprises 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is D.W. Jones, Inc. 401(k) Profit Sharing Plan in MN ($4M); by covered participants it is Topiderm, Inc. 401(k) Plan in NY (572 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (572 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 Bullard Enterprises 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Bullard Enterprises 401(k) Profit Sharing Plan & Trust declined sharply - down 16.9% during 2023, from $5M to $4M. Reported net income was -$891K.
How have Bullard Enterprises LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bullard Enterprises LLC's sponsor-wide assets grew 0.1%, from $5M to $5M.
Which 401(k) plans are similar in size to Bullard Enterprises 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is D.W. Jones, Inc. 401(k) Profit Sharing Plan in MN ($4M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Bullard Enterprises 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Topiderm, Inc. 401(k) Plan in NY (572 participants, $11M 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 561269091.

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.