401(k) · DOL Form 5500 · 2023

Balto Software Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
80
Participants Small participant base
30th
Percentile by assets National rank
$23,998
Avg per participant Low balance/head
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Official DOL plan name: Balto Software 401(k) Plan · Sponsored by Balto Software Inc. · Missouri · Information & Media

$2M in assets, 80 participants

Balto Software Inc.'s Balto Software 401(k) Plan reported $2M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #446 in Information & Media (2,818 peers)

Balto Software Inc. multi-year trail

Balto Software Inc.'s plans moved +34.3% in assets from 2023 to 2024; this filing shows Balto Software 401(k) Plan at $2M / 80 participants.

#446
in Information & Media (2,818 peers)
+21.2%
assets growth YoY

Balto Software 401(k) Plan among the smaller filed plans by assets

Balto Software 401(k) Plan vs every filed plan by assets

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

$1,919,833 30th percentile higher than 30% 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

Balto Software 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. Balto Software 401(k) Plan is a small filing (80 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 831676471 · Balto Software Inc. PY 2023 · 401(k)

Balto Software 401(k) Plan · $2M · 80 · 30th

  • VS-ST $2M
  • BOY 80
  • SCH 30th
  • EBSA 401(k)
  • PART near Ziegler Gardner Bell, PLLC 401(k) Plan
  • TYPE ind #446

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 Information & Media retirement plans → · Plans in Missouri →

Balto Software 401(k) Plan in the asset neighbourhood

Balto Software 401(k) Plan$2MZiegler Gardner Bell, PLLC 401(k) PlanZiegler Gardner Bell, PLLC 4…$2MEubanks Engineering Co. Profit Sharing PlanEubanks Engineering Co. Prof…$2MWillis Allen Real Estate Corporation 401(k) PlanWillis Allen Real Estate Cor…$2MEr&b Inc. 401(k) Plan$2M
End-of-year total assets ($M) among Balto Software 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Balto Software Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Balto Software Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 34.290690909053026% vs 2023
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M$2.8M 20232024 $1.92M $2.58M ▲ +34.4%
Year Plans Participants Total Assets
2023 1 80 $2M
2024 1 56 $3M

Balto Software Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$336K
Employer EIN831676471
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Balto Software 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Balto Software 401(k) Plan, Total assets ($B): 0.001919833 · Participants: 80Balto Software 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Balto Software 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Balto Software 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Ziegler Gardner Bell, PLLC 401(k) Plan in TX ($2M); by covered participants it is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Balto Software 401(k) Plan assets move in 2023?
Balto Software 401(k) Plan grew sharply - up 21.2% during 2023, from $2M to $2M. Reported net income was $336K.
How have Balto Software Inc. plan assets changed over time?
Across 2 plan years on file (2023-2024), Balto Software Inc.'s sponsor-wide assets grew 34.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Balto Software 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Ziegler Gardner Bell, PLLC 401(k) Plan in TX ($2M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Balto Software 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 participants, N/A in assets).