401(k) · DOL Form 5500 · 2023

P.B. Bell Asset Management, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
129
Participants Small participant base
53rd
Percentile by assets National rank
$59,414
Avg per participant Low balance/head
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Official DOL plan name: P.B. Bell Companies 401(k) Profit Sharing Plan · Sponsored by P.B. Bell Asset Management, Inc. · Arizona · Real Estate

$8M in assets, 129 participants

P.B. Bell Asset Management, Inc.'s P.B. Bell Companies 401(k) Profit Sharing Plan reported $8M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,371 in Real Estate (4,727 peers)

Coverage in Arizona

P.B. Bell Companies 401(k) Profit Sharing Plan covers 129 participants in Arizona, about 23% of the average Arizona filer (state average ~564 per filing). Assets: $8M.

#3,371
in Real Estate (4,727 peers)
+10.3%
assets growth YoY

P.B. Bell Companies 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

P.B. Bell Companies 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,664,388 Top 47% higher than 53% 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

P.B. Bell Companies 401(k) Profit Sharing Plan 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. P.B. Bell Companies 401(k) Profit Sharing Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • P.B. Bell Companies 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $717K in the plan year 2023 filing.
  • P.B. Bell Companies 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • P.B. Bell Companies 401(k) Profit Sharing Plan reported participants rose from 123 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860677603 · P.B. Bell Asset Management, Inc. PY 2023 · 401(k)

P.B. Bell Companies 401(k) Profit Sharing Plan · $8M · 129 · 53rd

  • PCT $8M
  • EIN 129
  • RANK 53rd
  • PHOTO 401(k)
  • IND near Beaty Chevrolet Company 401(k) Plan
  • EOY ind #3371

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 Real Estate retirement plans → · Plans in Arizona →

P.B. Bell Companies 401(k) Profit Sharing Plan in the asset neighbourhood

P.B. Bell Companies 401(k) Profit Sharing PlanP.B. Bell Companies 401(k) P…$8MBeaty Chevrolet Company 401(k) PlanBeaty Chevrolet Company 401(…$8MCoastal Forest Resources Company Retirement Income Savings PlanCoastal Forest Resources Com…$8MMontage Health 401(k) Plan$8MKissito Healthcare 401(k) PlanKissito Healthcare 401(k) Pl…$8M
End-of-year total assets ($M) among P.B. Bell Companies 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$717K
Employer EIN860677603
Plan Effective Date1987-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (P.B. Bell Asset Management, Inc.)

Sponsor-wide plan assets over time

All P.B. Bell Asset Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 24.702506420380445% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.95M $8.66M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 123 $7M
2023 1 129 $8M
2024 1 148 $9M

Nearby 401(k) Plans in Arizona

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

P.B. Bell Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants P.B. Bell Companies 401(k) Profit Sharing Plan, Total assets ($B): 0.007664388 · Participants: 129P.B. Bell Companies 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
P.B. Bell Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare P.B. Bell Companies 401(k) Profit Sharing Plan side-by-side with 3 peers →

P.B. Bell Companies 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Beaty Chevrolet Company 401(k) Plan in TN ($8M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 P.B. Bell Companies 401(k) Profit Sharing Plan assets move in 2023? ▼
P.B. Bell Companies 401(k) Profit Sharing Plan grew at a solid clip - up 10.3% during 2023, from $7M to $8M. Reported net income was $717K.
How have P.B. Bell Asset Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), P.B. Bell Asset Management, Inc.'s sponsor-wide assets grew 24.7%, from $7M to $9M.
Which 401(k) plans are similar in size to P.B. Bell Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beaty Chevrolet Company 401(k) Plan in TN ($8M, 72 participants).
Which 401(k) plans cover a similar participant headcount to P.B. Bell Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 860677603.

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.