401(k) · DOL Form 5500 · 2023
Bellwether Asset Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 116
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $73,654
- Avg per participant Below avg balance/head
Official DOL plan name: Bellwether Asset Management 401(k) Plan · Sponsored by Bellwether Asset Management, Inc. · California · Real Estate
$9M in assets, 116 participants
Bellwether Asset Management, Inc.'s Bellwether Asset Management 401(k) Plan reported $9M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #3,469 in Real Estate (4,727 peers)
Coverage in California
Bellwether Asset Management 401(k) Plan covers 116 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $9M.
- #3,469
- in Real Estate (4,727 peers)
- +67.9%
- assets growth YoY
Bellwether Asset Management 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Bellwether Asset Management 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,543,900 Top 45% higher than 55% 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
Bellwether Asset Management 401(k) 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. Bellwether Asset Management 401(k) Plan sits mid-pack in the medium band (116 participants).
DOL schedule card
Filing strip 463831715 · Bellwether Asset Management, Inc. PY 2023 · 401(k)
Bellwether Asset Management 401(k) Plan · $9M · 116 · 55th
- BOOK $9M
- BOOK 116
- BOOK 55th
- BOOK 401(k)
- BOOK near Teamsters Local 237 Savings and Investment Plan and Trust
- BOOK ind #3469
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 Real Estate retirement plans → · Plans in California →
Bellwether Asset Management 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $3M |
| Employer EIN | 463831715 |
| Plan Effective Date | 2020-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bellwether Asset Management, Inc.)
Sponsor-wide plan assets over time
All Bellwether Asset Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 47.27619705286813% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 116 | $9M |
| 2024 | 1 | 169 | $13M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Bellwether Asset Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Teamsters Local 237 Savings and Investment Plan and Trust in NY ($9M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (116 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.