401(k)
2023 plan-year 401(k) DOL Form 5500

B & D RETIREMENT AND SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

B & D INDUSTRIAL, INC.

This 401(k) plan holds $27M in total assets and serves 275 participants as of 2023. It is sponsored by B & D INDUSTRIAL, INC. in Georgia. The plan reported positive net income of $4M for the year.

Total Assets (2023)
$27M
Participants
275
State
Industry
Wholesale Trade

What the Filing Says About B & D RETIREMENT AND SAVINGS PLAN

B & D RETIREMENT AND SAVINGS PLAN is a 401(k) retirement plan sponsored by B & D INDUSTRIAL, INC., headquartered in Georgia. As of the 2023 Form 5500 filing, the plan reports $27M in total end-of-year assets and covers 275 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 208250839, and the plan has been effective since 1984-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $22M at the beginning of 2023 to $27M at year-end — a gain of 19.5%. Net assets (after liabilities) closed the year at $27M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$22M
Total Assets (End of Year)$27M
Net Assets (End of Year)$27M
Net Income$4M
Plan Type401(k)
Employer EIN208250839
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (B & D INDUSTRIAL, INC.)

Year Plans Participants Total Assets
2022 2 553 $42M
2023 2 547 $46M
2024 2 533 $45M

Nearby 401(k) Plans in Georgia

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

Frequently Asked Questions

How much money is in the B & D RETIREMENT AND SAVINGS PLAN?
As of the 2023 Form 5500 filing, B & D RETIREMENT AND SAVINGS PLAN holds $27M in total assets with 275 participants. It is sponsored by B & D INDUSTRIAL, INC..
What type of plan is B & D RETIREMENT AND SAVINGS PLAN?
B & D RETIREMENT AND SAVINGS PLAN is a 401(k) plan. It has been effective since 1984-01-01. The plan is filed with the U.S. Department of Labor under EIN 208250839.
Who sponsors the B & D RETIREMENT AND SAVINGS PLAN?
B & D RETIREMENT AND SAVINGS PLAN is sponsored by B & D INDUSTRIAL, INC., located in Georgia. The sponsor's EIN is 208250839 and the plan operates in the Wholesale Trade industry.
How did B & D RETIREMENT AND SAVINGS PLAN perform in 2023?
B & D RETIREMENT AND SAVINGS PLAN grew by 19.5% during 2023, moving from $22M to $27M in total assets. Net income was $4M.
Where can I find official filings for B & D RETIREMENT AND SAVINGS PLAN?
Official Form 5500 filings for B & D RETIREMENT AND SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 208250839 or plan name at efast.dol.gov.
How does B & D RETIREMENT AND SAVINGS PLAN compare to other plans?
You can compare B & D RETIREMENT AND SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 208250839.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.