401(k) · DOL Form 5500 · 2023

Campbell Bewley, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 261
Participants Below avg headcount: 42nd
Percentile by assets National rank: $17,341
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Bewley's USA Savings Plan · Sponsored by Campbell Bewley, Inc. · Massachusetts · Retail Trade

$5M in assets, 261 participants

Campbell Bewley, Inc.'s Bewley's USA Savings Plan reported $5M in total assets and 261 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

#4,466 in Retail Trade (8,414 peers)

Coverage in Massachusetts

Bewley's USA Savings Plan covers 261 participants in Massachusetts, about 40% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#4,466
in Retail Trade (8,414 peers): +22.0%
assets growth YoY

Bewley's USA Savings Plan's mid-pack asset rank among Retail Trade and all filers

Bewley's USA Savings Plan vs every filed plan by assets

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

$4,525,915 42nd percentile higher than 42% 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

Bewley's USA Savings 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. Bewley's USA Savings Plan sits mid-pack in the medium band (261 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Published 5500 schedule card

Filing strip 043397963 · Campbell Bewley, Inc. PY 2023 · 401(k)

Bewley's USA Savings Plan · $5M · 261 · 42nd

RANK $5M
PHOTO 261
IND 42nd
EOY 401(k)
5500 near Ingeteam Inc 401(k) Plan
ASSETS ind #4466

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 Retail Trade retirement plans → · Plans in Massachusetts →

End-of-year total assets ($M) among Bewley's USA Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$815K
Employer EIN	043397963
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Campbell Bewley, Inc.)

Latest sponsor-wide plan assets: $4M 10.110994130468645% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	261	$5M
2024	1	259	$4M

Nearby 401(k) Plans in Massachusetts

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

Bewley's USA Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Bewley's USA Savings Plan side-by-side with 3 peers →

Bewley's USA Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ingeteam Inc 401(k) Plan in WI ($5M); by covered participants it is Prime Digital 401(k) Plan in NV (261 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Ingeteam Inc 401(k) Plan (WI) $5M · 104
The Total Garage Store 401(k) Plan (TN) $5M · 78
Vivid Impact Company, LLC 401(k) Plan (KY) $5M · 163
Renau Corporation 401(k) Profit Sharing Plan (CA) $5M · 34

Similar participant headcount

Nearest other-state filings by covered participants (261 participants); asset peers above are excluded.

Prime Digital 401(k) Plan (NV) 261 · 0 off
Benicia Arsenal 401(k) Plan (CA) 261 · 0 off
Williams Lumber Inc. 401(k) Profit Sharing Plan (NY) 261 · 0 off
Sk Life Science, Inc. 401(k) Profit Sharing Plan & Trust (NJ) 261 · 0 off

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 Bewley's USA Savings Plan assets move in 2023? ▼

Bewley's USA Savings Plan grew sharply - up 22.0% during 2023, from $4M to $5M. Reported net income was $815K.

How have Campbell Bewley, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Campbell Bewley, Inc.'s sponsor-wide assets declined 10.1%, from $5M to $4M.

Which 401(k) plans are similar in size to Bewley's USA Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ingeteam Inc 401(k) Plan in WI ($5M, 104 participants).

Which 401(k) plans cover a similar participant headcount to Bewley's USA Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Prime Digital 401(k) Plan in NV (261 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 043397963.