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

Bakelite 401(k) Plan

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

Sponsored by Bakelite LLC · Georgia · Manufacturing

What the 2023 filing shows

Bakelite 401(k) Plan holds $71M for 618 participants — about $114,472 per participant, up 20.0% over the 2023 plan year.

$71M
total plan assets (2023 EOY)
618
covered participants
$114,472
avg assets per participant
+20.0%
assets growth YoY
Total Assets (2023)
$71M
Participants
618
State
Industry
Manufacturing

What the Filing Says About Bakelite 401(k) Plan

Bakelite 401(k) Plan is a 401(k) retirement plan sponsored by Bakelite LLC, headquartered in Georgia. As of the 2023 Form 5500 filing, the plan reports $71M in total end-of-year assets and covers 618 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 831686340, and the plan has been effective since 2021-05-07. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $59M at the beginning of 2023 to $71M at year-end — a gain of 20.0%. Net assets (after liabilities) closed the year at $71M, with reported net income of $12M 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)$59M
Total Assets (End of Year)$71M
Net Assets (End of Year)$71M
Net Income$12M
Plan Type401(k)
Employer EIN831686340
Plan Effective Date2021-05-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Bakelite LLC)

Year Plans Participants Total Assets
2022 1 181 $59M
2023 1 618 $71M
2024 1 596 $81M

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 Bakelite 401(k) Plan?
As of the 2023 Form 5500 filing, Bakelite 401(k) Plan holds $71M in total assets with 618 participants. It is sponsored by Bakelite LLC.
What type of plan is Bakelite 401(k) Plan?
Bakelite 401(k) Plan is a 401(k) plan. It has been effective since 2021-05-07. The plan is filed with the U.S. Department of Labor under EIN 831686340.
Who sponsors the Bakelite 401(k) Plan?
Bakelite 401(k) Plan is sponsored by Bakelite LLC, located in Georgia. The sponsor's EIN is 831686340 and the plan operates in the Manufacturing industry.
How did Bakelite 401(k) Plan perform in 2023?
Bakelite 401(k) Plan grew by 20.0% during 2023, moving from $59M to $71M in total assets. Net income was $12M.
Where can I find official filings for Bakelite 401(k) Plan?
Official Form 5500 filings for Bakelite 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 831686340 or plan name at efast.dol.gov.
How does Bakelite 401(k) Plan compare to other plans?
You can compare Bakelite 401(k) 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 831686340.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.