401(k) · DOL Form 5500 · 2023

Bellingham Marine Industries Inc 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
176
Participants Small participant base
70th
Percentile by assets National rank
$101,094
Avg per participant Below avg balance/head
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Official DOL plan name: Bellingham Marine Industries 401(k) Plan · Sponsored by Bellingham Marine Industries Inc · Washington · Manufacturing

$18M in assets, 176 participants

Bellingham Marine Industries Inc's Bellingham Marine Industries 401(k) Plan reported $18M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #11,168 in Manufacturing (18,722 peers)

Coverage in Washington

Bellingham Marine Industries 401(k) Plan covers 176 participants in Washington, about 12% of the average Washington filer (state average ~1,476 per filing). Assets: $18M.

#11,168
in Manufacturing (18,722 peers)
+14.1%
assets growth YoY

Bellingham Marine Industries 401(k) Plan's outsized position by total assets

Bellingham Marine Industries 401(k) Plan vs every filed plan by assets

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

$17,792,461 Top 30% higher than 70% 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

Bellingham Marine Industries 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. Bellingham Marine Industries 401(k) Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bellingham Marine Industries 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bellingham Marine Industries 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Bellingham Marine Industries 401(k) Plan reported participants fell from 180 in the plan year 2022 filing to 176 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 910141770 · Bellingham Marine Industries Inc PY 2023 · 401(k)

Bellingham Marine Industries 401(k) Plan · $18M · 176 · 70th

  • SCH $18M
  • SCH 176
  • SCH 70th
  • SCH 401(k)
  • SCH near Rj Lee Group, Inc. Retirement Savings Plan
  • SCH ind #11168

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 Washington →

Bellingham Marine Industries 401(k) Plan in the asset neighbourhood

Bellingham Marine Industries 401(k) PlanBellingham Marine Industries…$18MRj Lee Group, Inc. Retirement Savings PlanRj Lee Group, Inc. Retiremen…$18MMcconnell & Associates, Inc. 401(k) Profit Sharing PlanMcconnell & Associates, Inc.…$18MCls, Inc. Retirement Plan$18MStandard Heating & Air Conditioning, Inc. 401(k) Profit Sharing PlanStandard Heating & Air Condi…$18M
End-of-year total assets ($M) among Bellingham Marine Industries 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN910141770
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bellingham Marine Industries Inc)

Sponsor-wide plan assets over time

All Bellingham Marine Industries Inc plans reported in each filing year

Latest sponsor-wide plan assets
$19M 19.984259372696876% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $15.6M $18.7M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 180 $16M
2023 1 176 $18M
2024 1 205 $19M

Nearby 401(k) Plans in Washington

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

Bellingham Marine Industries 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Bellingham Marine Industries 401(k) Plan, Total assets ($B): 0.017792461 · Participants: 176Bellingham Marine Industries 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Bellingham Marine Industries 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

Bellingham Marine Industries 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Rj Lee Group, Inc. Retirement Savings Plan in PA ($18M); by covered participants it is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Bellingham Marine Industries 401(k) Plan assets move in 2023?
Bellingham Marine Industries 401(k) Plan grew at a solid clip - up 14.1% during 2023, from $16M to $18M. Reported net income was $2M.
How have Bellingham Marine Industries Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Bellingham Marine Industries Inc's sponsor-wide assets grew 20.0%, from $16M to $19M.
Which 401(k) plans are similar in size to Bellingham Marine Industries 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Rj Lee Group, Inc. Retirement Savings Plan in PA ($18M, 167 participants).
Which 401(k) plans cover a similar participant headcount to Bellingham Marine Industries 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants, $18M in assets).