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
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
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.
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
Georgia filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $5M |
| Employer EIN | 581345338 |
| Plan Effective Date | 2006-01-15 |
| Filing Status | FILING 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
| 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.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (248 participants); asset peers above are excluded.
- Teal's Management Group, Inc. 401(k) Plan (MN) 248 · 0 off
- Exotic Rubber & Plastics Corp. 401(k) Plan (MI) 248 · 0 off
- Good Samaritan Hospital Association 401(k) Plan (ND) 248 · 0 off
- Coastal Vineyard Services, Inc 401(k) Plan (CA) 248 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.