401(k) · DOL Form 5500 · 2023

Clay W. Balyeat Co., L.P.a. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$391,015
Avg per participant High balance/head
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Official DOL plan name: Clay W. Balyeat Co., L.P.a. Profit Sharing Plan · Sponsored by Clay W. Balyeat Co., L.P.a. · Ohio · Professional & Technical Services

$1M in assets, 3 participants

Clay W. Balyeat Co., L.P.a.'s Clay W. Balyeat Co., L.P.a. Profit Sharing Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,142 in Professional & Technical Services (20,321 peers)

Clay W. Balyeat Co., L.P.a. multi-year trail

Clay W. Balyeat Co., L.P.a.'s plans moved +21.8% in assets from 2022 to 2024; this filing shows Clay W. Balyeat Co., L.P.a. Profit Sharing Plan at $1M / 3 participants.

#4,142
in Professional & Technical Services (20,321 peers)
+10.5%
assets growth YoY

Clay W. Balyeat Co., L.P.a. Profit Sharing Plan among the smaller filed plans by assets

Clay W. Balyeat Co., L.P.a. Profit Sharing Plan vs every filed plan by assets

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

$1,173,046 25th percentile higher than 25% 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

Clay W. Balyeat Co., L.P.a. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clay W. Balyeat Co., L.P.a. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clay W. Balyeat Co., L.P.a. Profit Sharing Plan reported net income rose from -$177K in the plan year 2022 filing to $112K in the plan year 2023 filing.
  • Clay W. Balyeat Co., L.P.a. Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341324719 · Clay W. Balyeat Co., L.P.a. PY 2023 · 401(k)

Clay W. Balyeat Co., L.P.a. Profit Sharing Plan · $1M · 3 · 25th

  • EOY $1M
  • EOY 3
  • EOY 25th
  • EOY 401(k)
  • EOY near Kincade Farms Inc. Retirement Plan
  • EOY ind #4142

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Clay W. Balyeat Co., L.P.a. Profit Sharing Plan in the asset neighbourhood

Clay W. Balyeat Co., L.P.a. Profit Sharing PlanClay W. Balyeat Co., L.P.a. …$1MKincade Farms Inc. Retirement PlanKincade Farms Inc. Retiremen…$1MMiller Kory Rowe, LLP 401(k) PlanMiller Kory Rowe, LLP 401(k)…$1MWoodin & Company Store Fixture 401(k) Profit Sharing Plan & TrustWoodin & Company Store Fixtu…$1MLake State Ventures, Inc. Retirement PlanLake State Ventures, Inc. Re…$1M
End-of-year total assets ($M) among Clay W. Balyeat Co., L.P.a. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Clay W. Balyeat Co., L.P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Clay W. Balyeat Co., L.P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 21.828730135401475% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $1.06M $1.29M ▲ +21.7%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 2 $1M

Clay W. Balyeat Co., L.P.a. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$112K
Employer EIN341324719
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Clay W. Balyeat Co., L.P.a. Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Clay W. Balyeat Co., L.P.a. Profit Sharing Plan, Total assets ($B): 0.001173046 · Participants: 3Clay W. Balyeat Co., L.P.a. Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Clay W. Balyeat Co., L.P.a. Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Clay W. Balyeat Co., L.P.a. Profit Sharing Plan side-by-side with 3 peers →

Clay W. Balyeat Co., L.P.a. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Kincade Farms Inc. Retirement Plan in AR ($1M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Clay W. Balyeat Co., L.P.a. Profit Sharing Plan assets move in 2023? ▼
Clay W. Balyeat Co., L.P.a. Profit Sharing Plan grew at a solid clip - up 10.5% during 2023, from $1M to $1M. Reported net income was $112K.
How have Clay W. Balyeat Co., L.P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clay W. Balyeat Co., L.P.a.'s sponsor-wide assets grew 21.8%, from $1M to $1M.
Where does Clay W. Balyeat Co., L.P.a. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Clay W. Balyeat Co., L.P.a. Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Clay W. Balyeat Co., L.P.a. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kincade Farms Inc. Retirement Plan in AR ($1M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Clay W. Balyeat Co., L.P.a. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 341324719.

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.