401(k) · DOL Form 5500 · 2023

Balk, Inc. 401(k) Plan

Data updated 2026-08-25

$148K
Total assets Small plan by assets: 2
Participants Small participant base: 9th
Percentile by assets National rank: $74,066
Avg per participant Below avg balance/head

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Official DOL plan name: Balk, Inc. 401(k) Plan · Sponsored by Balk, Inc. · Washington · Retail Trade

$148K in assets, 2 participants

Balk, Inc.'s Balk, Inc. 401(k) Plan reported $148K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

#1,150 in Retail Trade (8,414 peers)

What the 2023 filing shows

Balk, Inc. 401(k) Plan holds $148K for 2 participants - about $74,066 per participant, among the smaller plans by assets on file.

#1,150
in Retail Trade (8,414 peers): +2.1%
assets growth YoY

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

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

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

$148,132 9th percentile higher than 9% 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

Balk, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Balk, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

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%)

Balk, Inc. 401(k) Plan reported net income rose from $1K in the plan year 2022 filing to $3K in the plan year 2023 filing.
Balk, Inc. 401(k) Plan end-of-year assets rose from $145K in the plan year 2022 filing to $148K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 821318478 · Balk, Inc. PY 2023 · 401(k)

Balk, Inc. 401(k) Plan · $148K · 2 · 9th

RANK $148K
RANK 2
RANK 9th
RANK 401(k)
RANK near Black Dog Media Direct Inc. 401(k) Plan
RANK ind #1150

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 Retail Trade retirement plans → · Plans in Washington →

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

Filing particulars (2023)

Total Assets (Beginning of Year)	$145K
Net Assets (End of Year)	$148K
Net Income	$3K
Employer EIN	821318478
Plan Effective Date	2017-04-18
Filing Status	FILING RECEIVED

Sponsor Plan History (Balk, Inc.)

Latest sponsor-wide plan assets: $144K 1.0062789046723046% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$145K
2023	3	6	$454K
2024	1	2	$144K

Nearby 401(k) Plans in Washington

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

Balk, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
Costco 401(k) Retirement Plan $33.4B · 192,744
T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
401(k) Savings Plan $8.1B · 87,590

Compare Balk, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Black Dog Media Direct Inc. 401(k) Plan in MD ($148K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($148K here).

Black Dog Media Direct Inc. 401(k) Plan (MD) $148K · 2
Southern Sealing Services, LLC 401(k) Plan (AL) $148K · 24
Dasgupta Ventures, Inc. 401(k) Profit Sharing Plan (NJ) $148K · 4
Pggrands Inc. 401(k) Plan/Trust (TX) $148K · 2

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 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 Balk, Inc. 401(k) Plan assets move in 2023? ▼

Balk, Inc. 401(k) Plan edged up modestly - up 2.1% during 2023, from $145K to $148K. Reported net income was $3K.

How have Balk, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Balk, Inc.'s sponsor-wide assets declined 1.0%, from $145K to $144K.

Where does Balk, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Balk, Inc. 401(k) Plan ranks in the 9th 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 Balk, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Black Dog Media Direct Inc. 401(k) Plan in MD ($148K, 2 participants).

Which 401(k) plans cover a similar participant headcount to Balk, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 821318478.