401(k) · DOL Form 5500 · 2023

Babcock Ventures, Inc. 401(k) Plan

Data updated 2026-08-25

$87K
Total assets Small plan by assets
21
Participants Small participant base
6th
Percentile by assets National rank
$4,160
Avg per participant Low balance/head
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Official DOL plan name: Babcock Ventures, Inc. 401(k) Plan · Sponsored by Babcock Ventures, Inc. · Michigan · Other Services

$87K in assets, 21 participants

Babcock Ventures, Inc.'s Babcock Ventures, Inc. 401(k) Plan reported $87K in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 6th 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.

  • #928 in Other Services (7,857 peers)

Babcock Ventures, Inc. multi-year trail

Babcock Ventures, Inc.'s plans moved -58.2% in assets from 2022 to 2024; this filing shows Babcock Ventures, Inc. 401(k) Plan at $87K / 21 participants.

#928
in Other Services (7,857 peers)
-31.5%
assets change YoY

The plan reported a net loss of $40K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Babcock Ventures, Inc. 401(k) Plan among the smaller filed plans by assets

Babcock Ventures, Inc. 401(k) Plan vs every filed plan by assets

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

$87,363 6th percentile higher than 6% 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

Babcock Ventures, Inc. 401(k) 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. Babcock Ventures, Inc. 401(k) Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Babcock Ventures, Inc. 401(k) Plan reported net income rose from -$103K in the plan year 2022 filing to -$40K in the plan year 2023 filing.
  • Babcock Ventures, Inc. 401(k) Plan end-of-year assets fell from $127K in the plan year 2022 filing to $87K in the plan year 2023 filing.
  • Babcock Ventures, Inc. 401(k) Plan reported participants rose from 19 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 822086442 · Babcock Ventures, Inc. PY 2023 · 401(k)

Babcock Ventures, Inc. 401(k) Plan · $87K · 21 · 6th

  • PCT $87K
  • PCT 21
  • PCT 6th
  • PCT 401(k)
  • PCT near Kb Academy LLC 401(k)
  • PCT ind #928

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 Other Services retirement plans → · Plans in Michigan →

Babcock Ventures, Inc. 401(k) Plan in the asset neighbourhood

Babcock Ventures, Inc. 401(k) PlanBabcock Ventures, Inc. 401(k…$87KKb Academy LLC 401(k)$87KSelbon, Inc. 401(k) Profit Sharing PlanSelbon, Inc. 401(k) Profit S…$87KNutriforia Retirement Plan$87KMrj Coffee Co. 401(k) Plan$87K
End-of-year total assets ($M) among Babcock Ventures, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Babcock Ventures, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Babcock Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53K 58.20930652209731% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M 202220232024 $0.13M $0.05M ▼ -61.5%
Year Plans Participants Total Assets
2022 1 19 $127K
2023 1 21 $87K
2024 1 20 $53K

Babcock Ventures, Inc. filing trail (2023)

Total Assets (Beginning of Year)$127K
Net Assets (End of Year)$87K
Net Income-$40K
Employer EIN822086442
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Babcock Ventures, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Babcock Ventures, Inc. 401(k) Plan, Total assets ($B): 0.000087363 · Participants: 21Babcock Ventures, Inc. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Babcock Ventures, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Babcock Ventures, Inc. 401(k) Plan side-by-side with 3 peers →

Babcock Ventures, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Kb Academy LLC 401(k) in IL ($87K); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($87K here).

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Babcock Ventures, Inc. 401(k) Plan assets move in 2023? ▼
Babcock Ventures, Inc. 401(k) Plan contracted severely - down 31.5% during 2023, from $127K to $87K. Reported net income was -$40K.
How have Babcock Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Babcock Ventures, Inc.'s sponsor-wide assets declined 58.2%, from $127K to $53K.
Where does Babcock Ventures, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Babcock Ventures, Inc. 401(k) Plan ranks in the 6th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Babcock Ventures, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kb Academy LLC 401(k) in IL ($87K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Babcock Ventures, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 822086442.

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.