401(k) · DOL Form 5500 · 2023

Bitzer US, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
248
Participants Below avg headcount
77th
Percentile by assets National rank
$102,738
Avg per participant Below avg balance/head
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Official DOL plan name: Bitzer US, Inc. 401(k) Profit Sharing Plan · Sponsored by Bitzer US, Inc. · Georgia · Manufacturing

$25M in assets, 248 participants

Bitzer US, Inc.'s Bitzer US, Inc. 401(k) Profit Sharing Plan reported $25M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #12,696 in Manufacturing (18,722 peers)

Coverage in Georgia

Bitzer US, Inc. 401(k) Profit Sharing Plan covers 248 participants in Georgia, about 23% of the average Georgia filer (state average ~1,096 per filing). Assets: $25M.

#12,696
in Manufacturing (18,722 peers)
+23.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bitzer US, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Bitzer US, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$25,479,056 Top 23% higher than 77% 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

Bitzer US, Inc. 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. Bitzer US, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bitzer US, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Bitzer US, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Bitzer US, Inc. 401(k) Profit Sharing Plan reported participants rose from 218 in the plan year 2022 filing to 248 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 581345338 · Bitzer US, Inc. PY 2023 · 401(k)

Bitzer US, Inc. 401(k) Profit Sharing Plan · $25M · 248 · 77th

  • EBSA $25M
  • PART 248
  • TYPE 77th
  • NET 401(k)
  • BOOK near Leamington Co. and Affiliated Employers 401(k) Plan
  • VS-ST ind #12696

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 Manufacturing retirement plans → · Plans in Georgia →

Bitzer US, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Bitzer US, Inc. 401(k) Profit Sharing PlanBitzer US, Inc. 401(k) Profi…$25MLeamington Co. and Affiliated Employers 401(k) PlanLeamington Co. and Affiliate…$25MChestnut Dental Associates, P.C. Profit Sharing PlanChestnut Dental Associates, …$25MCanvas Worldwide LLC Retirement PlanCanvas Worldwide LLC Retirem…$25MBoulder Scientific Company 401(k) Savings & Retirement PlanBoulder Scientific Company 4…$25M
End-of-year total assets ($M) among Bitzer US, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$5M
Employer EIN581345338
Plan Effective Date2006-01-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Bitzer US, Inc.)

Sponsor-wide plan assets over time

All Bitzer US, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 49.559493434147775% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.7M $30.9M ▲ +49.6%
Year Plans Participants Total Assets
2022 1 218 $21M
2023 1 248 $25M
2024 1 265 $31M

Nearby 401(k) Plans in Georgia

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

Bitzer US, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Bitzer US, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.025479056 · Participants: 248Bitzer US, Inc. 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Bitzer US, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Bitzer US, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Leamington Co. and Affiliated Employers 401(k) Plan in MN ($25M); by covered participants it is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Bitzer US, Inc. 401(k) Profit Sharing Plan assets move in 2023?
Bitzer US, Inc. 401(k) Profit Sharing Plan grew sharply - up 23.3% during 2023, from $21M to $25M. Reported net income was $5M.
How have Bitzer US, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bitzer US, Inc.'s sponsor-wide assets grew 49.6%, from $21M to $31M.
Where does Bitzer US, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Bitzer US, Inc. 401(k) Profit Sharing Plan ranks in the 77th 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 Bitzer US, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Leamington Co. and Affiliated Employers 401(k) Plan in MN ($25M, 242 participants).
Which 401(k) plans cover a similar participant headcount to Bitzer US, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants, $5M in assets).