401(k) · DOL Form 5500 · 2023

Bellco Credit Union 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
325
Participants Below avg headcount
84th
Percentile by assets National rank
$131,324
Avg per participant Near avg balance/head
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Official DOL plan name: Bellco Credit Union 401(k) Salary Reduction Plan · Sponsored by Bellco Credit Union · Colorado · Finance & Insurance

$43M in assets, 325 participants

Bellco Credit Union's Bellco Credit Union 401(k) Salary Reduction Plan reported $43M in total assets and 325 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,664 in Finance & Insurance (8,869 peers)

Where Bellco Credit Union 401(k) Salary Reduction Plan sits by assets

Bellco Credit Union 401(k) Salary Reduction Plan sits in the top quartile of all filed plans by assets, $43M for 325 participants (~$131,324/participant), up 21.8% in 2023.

#6,664
in Finance & Insurance (8,869 peers)
+21.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bellco Credit Union 401(k) Salary Reduction Plan's outsized position by total assets

Bellco Credit Union 401(k) Salary Reduction Plan vs every filed plan by assets

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

$42,680,275 Top 16% higher than 84% 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

Bellco Credit Union 401(k) Salary Reduction 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. Bellco Credit Union 401(k) Salary Reduction Plan sits mid-pack in the medium band (325 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bellco Credit Union 401(k) Salary Reduction Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Bellco Credit Union 401(k) Salary Reduction Plan end-of-year assets rose from $35M in the plan year 2022 filing to $43M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 840146595 · Bellco Credit Union PY 2023 · 401(k)

Bellco Credit Union 401(k) Salary Reduction Plan · $43M · 325 · 84th

  • 5500 $43M
  • 5500 325
  • 5500 84th
  • 5500 401(k)
  • 5500 near Dialamerica Marketing, Inc. 401(k) Savings Plan
  • 5500 ind #6664

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 Finance & Insurance retirement plans → · Plans in Colorado →

Bellco Credit Union 401(k) Salary Reduction Plan in the asset neighbourhood

Probity Inc. 401(k) Profit Sharing PlanProbity Inc. 401(k) Profit S…$43MBellco Credit Union 401(k) Salary Reduction PlanBellco Credit Union 401(k) S…$43MDialamerica Marketing, Inc. 401(k) Savings PlanDialamerica Marketing, Inc. …$43MBiomed Realty 401(k) Retirement Savings PlanBiomed Realty 401(k) Retirem…$43MPulmonary Associates of Mobile, PC 401(k) Profit Sharing PlanPulmonary Associates of Mobi…$43M
End-of-year total assets ($M) among Bellco Credit Union 401(k) Salary Reduction Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$43M
Net Income$8M
Employer EIN840146595
Plan Effective Date1985-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Bellco Credit Union)

Sponsor-wide plan assets over time

All Bellco Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$50M 41.98918475404981% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35M $49.8M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 328 $35M
2023 1 325 $43M
2024 1 380 $50M

Nearby 401(k) Plans in Colorado

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

Bellco Credit Union 401(k) Salary Reduction Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Bellco Credit Union 401(k) Salary Reduction Plan, Total assets ($B): 0.042680275 · Participants: 325Bellco Credit Union 401(k) Salary Reduction PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Bellco Credit Union 401(k) Salary Reduction Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Bellco Credit Union 401(k) Salary Reduction Plan side-by-side with 3 peers →

Bellco Credit Union 401(k) Salary Reduction Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Dialamerica Marketing, Inc. 401(k) Savings Plan in NJ ($43M); by covered participants it is Raining Rose, Inc. 401(k) Plan in IA (325 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (325 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 Bellco Credit Union 401(k) Salary Reduction Plan assets move in 2023? ▼
Bellco Credit Union 401(k) Salary Reduction Plan grew sharply - up 21.8% during 2023, from $35M to $43M. Reported net income was $8M.
How have Bellco Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellco Credit Union's sponsor-wide assets grew 42.0%, from $35M to $50M.
Where does Bellco Credit Union 401(k) Salary Reduction Plan rank by assets among Form 5500 filers? ▼
Bellco Credit Union 401(k) Salary Reduction Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bellco Credit Union 401(k) Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dialamerica Marketing, Inc. 401(k) Savings Plan in NJ ($43M, 1,349 participants).
Which 401(k) plans cover a similar participant headcount to Bellco Credit Union 401(k) Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Raining Rose, Inc. 401(k) Plan in IA (325 participants, $13M 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 840146595.

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.