401(k) · DOL Form 5500 · 2023

Belz Investco, G.P. 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
83
Participants Small participant base
84th
Percentile by assets National rank
$525,741
Avg per participant High balance/head
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Official DOL plan name: Belz Investco 401(k) Profit Sharing Plan · Sponsored by Belz Investco, G.P. · Tennessee · Construction

$44M in assets, 83 participants

Belz Investco, G.P.'s Belz Investco 401(k) Profit Sharing Plan reported $44M in total assets and 83 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.

  • #7,403 in Construction (9,030 peers)

Where Belz Investco 401(k) Profit Sharing Plan sits by assets

Belz Investco 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $44M for 83 participants (~$525,741/participant), up 15.9% in 2023.

#7,403
in Construction (9,030 peers)
+15.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Belz Investco 401(k) Profit Sharing Plan's outsized position by total assets

Belz Investco 401(k) Profit Sharing Plan vs every filed plan by assets

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

$43,636,468 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

Belz Investco 401(k) Profit Sharing 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. Belz Investco 401(k) Profit Sharing Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Belz Investco 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Belz Investco 401(k) Profit Sharing Plan end-of-year assets rose from $38M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Belz Investco 401(k) Profit Sharing Plan reported participants fell from 84 in the plan year 2022 filing to 83 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 621375552 · Belz Investco, G.P. PY 2023 · 401(k)

Belz Investco 401(k) Profit Sharing Plan · $44M · 83 · 84th

  • IND $44M
  • EOY 83
  • 5500 84th
  • ASSETS 401(k)
  • PCT near Sparton Corporation 401(k) Plan
  • EIN ind #7403

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 Construction retirement plans → · Plans in Tennessee →

Belz Investco 401(k) Profit Sharing Plan in the asset neighbourhood

Entrust Global Partners Offshore LP 401(k) PlanEntrust Global Partners Offs…$44MBelz Investco 401(k) Profit Sharing PlanBelz Investco 401(k) Profit …$44MSecure-24 Retirement Plan$44MSparton Corporation 401(k) PlanSparton Corporation 401(k) P…$44MCss-Dynamac 401(k) Plan$44M
End-of-year total assets ($M) among Belz Investco 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$44M
Net Income$6M
Employer EIN621375552
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belz Investco, G.P.)

Sponsor-wide plan assets over time

All Belz Investco, G.P. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 15.889595549224373% vs 2022
2023 filing year
$36M$38M$40M$42M$44M$46M 20222023 $37.7M $43.6M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 84 $38M
2023 1 83 $44M

Nearby 401(k) Plans in Tennessee

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

Belz Investco 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Belz Investco 401(k) Profit Sharing Plan, Total assets ($B): 0.043636468 · Participants: 83Belz Investco 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Belz Investco 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Belz Investco 401(k) Profit Sharing Plan side-by-side with 3 peers →

Belz Investco 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Sparton Corporation 401(k) Plan in FL ($44M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Belz Investco 401(k) Profit Sharing Plan assets move in 2023? ▼
Belz Investco 401(k) Profit Sharing Plan grew sharply - up 15.9% during 2023, from $38M to $44M. Reported net income was $6M.
How have Belz Investco, G.P. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Belz Investco, G.P.'s sponsor-wide assets grew 15.9%, from $38M to $44M.
Where does Belz Investco 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Belz Investco 401(k) Profit Sharing 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 Belz Investco 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sparton Corporation 401(k) Plan in FL ($44M, 855 participants).
Which 401(k) plans cover a similar participant headcount to Belz Investco 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightpearl 401(k) Plan in TX (83 participants, N/A 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 621375552.

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.