401(k) · DOL Form 5500 · 2023

Belluck & Fox LLP 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
37
Participants Small participant base
66th
Percentile by assets National rank
$386,816
Avg per participant High balance/head
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Official DOL plan name: Belluck & Fox Retirement Plan · Sponsored by Belluck & Fox LLP · New York · Professional & Technical Services

$14M in assets, 37 participants

Belluck & Fox LLP's Belluck & Fox Retirement Plan reported $14M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,319 in Professional & Technical Services (20,321 peers)

Belluck & Fox LLP multi-year trail

Belluck & Fox LLP's plans moved +43.6% in assets from 2022 to 2024; this filing shows Belluck & Fox Retirement Plan at $14M / 37 participants.

#13,319
in Professional & Technical Services (20,321 peers)
+28.3%
assets growth YoY

Belluck & Fox Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Belluck & Fox Retirement Plan vs every filed plan by assets

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

$14,312,187 Top 34% higher than 66% 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

Belluck & Fox Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Belluck & Fox Retirement Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Belluck & Fox Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Belluck & Fox Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 030375215 · Belluck & Fox LLP PY 2023 · 401(k)

Belluck & Fox Retirement Plan · $14M · 37 · 66th

  • BOOK $14M
  • VS-ST 37
  • BOY 66th
  • SCH 401(k)
  • EBSA near South Georgia Pecan Company, Inc. 401(k) Profit Sharing Plan
  • PART ind #13319

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 Professional & Technical Services retirement plans → · Plans in New York →

Belluck & Fox Retirement Plan in the asset neighbourhood

Belluck & Fox Retirement Plan$14MSouth Georgia Pecan Company, Inc. 401(k) Profit Sharing PlanSouth Georgia Pecan Company,…$14MThe Law Company, Inc. 401(k) Retirement PlanThe Law Company, Inc. 401(k)…$14MSterling Medical 401(k) Plan$14MC & T Design and Equipment Co., Inc. 401(k) PlanC & T Design and Equipment C…$14M
End-of-year total assets ($M) among Belluck & Fox Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Belluck & Fox LLP multi-year asset trail

Sponsor-wide plan assets over time

All Belluck & Fox LLP plans reported in each filing year

Latest sponsor-wide plan assets
$16M 43.5666356911242% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.2M $16M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 37 $11M
2023 1 37 $14M
2024 1 43 $16M

Belluck & Fox LLP filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN030375215
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Belluck & Fox Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Belluck & Fox Retirement Plan, Total assets ($B): 0.014312187 · Participants: 37Belluck & Fox Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Belluck & Fox Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Belluck & Fox Retirement Plan side-by-side with 3 peers →

Belluck & Fox Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is South Georgia Pecan Company, Inc. 401(k) Profit Sharing Plan in GA ($14M); by covered participants it is Carbon Health 401(k) Plan in CA (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Belluck & Fox Retirement Plan assets move in 2023? ▼
Belluck & Fox Retirement Plan grew sharply - up 28.3% during 2023, from $11M to $14M. Reported net income was $3M.
How have Belluck & Fox LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belluck & Fox LLP's sponsor-wide assets grew 43.6%, from $11M to $16M.
Which 401(k) plans are similar in size to Belluck & Fox Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is South Georgia Pecan Company, Inc. 401(k) Profit Sharing Plan in GA ($14M, 365 participants).
Which 401(k) plans cover a similar participant headcount to Belluck & Fox Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carbon Health 401(k) Plan in CA (37 participants, $4M 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 030375215.

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.