401(k) · DOL Form 5500 · 2023

Belnick, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
376
Participants Below avg headcount
58th
Percentile by assets National rank
$26,338
Avg per participant Low balance/head
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Official DOL plan name: Belnick, Inc. Retirement Trust · Sponsored by Belnick, Inc. · Georgia · Retail Trade

$10M in assets, 376 participants

Belnick, Inc.'s Belnick, Inc. Retirement Trust reported $10M in total assets and 376 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,817 in Retail Trade (8,414 peers)

Coverage in Georgia

Belnick, Inc. Retirement Trust covers 376 participants in Georgia, about 34% of the average Georgia filer (state average ~1,096 per filing). Assets: $10M.

#5,817
in Retail Trade (8,414 peers)
+30.2%
assets growth YoY

Belnick, Inc. Retirement Trust's mid-pack asset rank among Retail Trade and all filers

Belnick, Inc. Retirement Trust vs every filed plan by assets

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

$9,903,006 Top 42% higher than 58% 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

Belnick, Inc. Retirement Trust 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. Belnick, Inc. Retirement Trust sits mid-pack in the medium band (376 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Belnick, Inc. Retirement Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Belnick, Inc. Retirement Trust end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Belnick, Inc. Retirement Trust reported participants rose from 316 in the plan year 2022 filing to 376 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 582654465 · Belnick, Inc. PY 2023 · 401(k)

Belnick, Inc. Retirement Trust · $10M · 376 · 58th

  • BOOK $10M
  • BOOK 376
  • BOOK 58th
  • BOOK 401(k)
  • BOOK near The Winrock Group, Inc. 401(k) Retirement Savings Plan and Trust
  • BOOK ind #5817

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 Retail Trade retirement plans → · Plans in Georgia →

Belnick, Inc. Retirement Trust in the asset neighbourhood

Belnick, Inc. Retirement TrustBelnick, Inc. Retirement Tru…$10MThe Winrock Group, Inc. 401(k) Retirement Savings Plan and TrustThe Winrock Group, Inc. 401(…$10MHealthtrackrx 401(k) Retirement PlanHealthtrackrx 401(k) Retirem…$10MMyfitnesspal 401(k) Plan$10MSpurlock Runyan Miller & Associates LLP 401-(K) Profit Sharing PlanSpurlock Runyan Miller & Ass…$10M
End-of-year total assets ($M) among Belnick, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN582654465
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belnick, Inc.)

Sponsor-wide plan assets over time

All Belnick, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 61.35332747132275% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.6M $12.3M ▲ +61.4%
Year Plans Participants Total Assets
2022 1 316 $8M
2023 1 376 $10M
2024 1 326 $12M

Nearby 401(k) Plans in Georgia

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

Belnick, Inc. Retirement Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Belnick, Inc. Retirement Trust, Total assets ($B): 0.009903006 · Participants: 376Belnick, Inc. Retirement TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Belnick, Inc. Retirement Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Belnick, Inc. Retirement Trust side-by-side with 3 peers →

Belnick, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is The Winrock Group, Inc. 401(k) Retirement Savings Plan and Trust in AR ($10M); by covered participants it is Kulicke and Soffa Industries, Inc. Incentive Savings Plan in PA (376 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (376 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 Belnick, Inc. Retirement Trust assets move in 2023? ▼
Belnick, Inc. Retirement Trust surged - up 30.2% during 2023, from $8M to $10M. Reported net income was $2M.
How have Belnick, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belnick, Inc.'s sponsor-wide assets grew 61.4%, from $8M to $12M.
Which 401(k) plans are similar in size to Belnick, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Winrock Group, Inc. 401(k) Retirement Savings Plan and Trust in AR ($10M, 329 participants).
Which 401(k) plans cover a similar participant headcount to Belnick, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kulicke and Soffa Industries, Inc. Incentive Savings Plan in PA (376 participants, $166M 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 582654465.

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.