401(k) · DOL Form 5500 · 2023

Balfour Beatty Investments Inc 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
1,543
Participants Near avg headcount
83rd
Percentile by assets National rank
$25,982
Avg per participant Low balance/head
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Official DOL plan name: Balfour Beatty Investments, Inc. 401(k) Plan · Sponsored by Balfour Beatty Investments Inc · Pennsylvania · Real Estate

$40M in assets, 1,543 participants

Balfour Beatty Investments Inc's Balfour Beatty Investments, Inc. 401(k) Plan reported $40M in total assets and 1,543 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #4,395 in Real Estate (4,727 peers)

Where Balfour Beatty Investments, Inc. 401(k) Plan sits by assets

Balfour Beatty Investments, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 1,543 participants (~$25,982/participant), up 30.4% in 2023.

#4,395
in Real Estate (4,727 peers)
+30.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Balfour Beatty Investments, Inc. 401(k) Plan's outsized position by total assets

Balfour Beatty Investments, Inc. 401(k) Plan vs every filed plan by assets

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

$40,090,788 Top 17% higher than 83% 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

Balfour Beatty Investments, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Balfour Beatty Investments, Inc. 401(k) Plan lands in the large band (1,543 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Balfour Beatty Investments, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Balfour Beatty Investments, Inc. 401(k) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Balfour Beatty Investments, Inc. 401(k) Plan reported participants rose from 1,429 in the plan year 2022 filing to 1,543 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 262310710 · Balfour Beatty Investments Inc PY 2023 · 401(k)

Balfour Beatty Investments, Inc. 401(k) Plan · $40M · 1,543 · 83rd

  • EBSA $40M
  • EBSA 1,543
  • EBSA 83rd
  • EBSA 401(k)
  • EBSA near Viscofan USA, Inc. Retirement Savings Plan
  • EBSA ind #4395

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 Real Estate retirement plans → · Plans in Pennsylvania →

Balfour Beatty Investments, Inc. 401(k) Plan in the asset neighbourhood

Employee Benefit Plan of Rising Ground, Inc.Employee Benefit Plan of Ris…$40MBackroads, Inc. 401(k) Profit Sharing PlanBackroads, Inc. 401(k) Profi…$40MBalfour Beatty Investments, Inc. 401(k) PlanBalfour Beatty Investments, …$40MViscofan USA, Inc. Retirement Savings PlanViscofan USA, Inc. Retiremen…$40MUniversity Research Co., LLC Employee Retirement PlanUniversity Research Co., LLC…$40M
End-of-year total assets ($M) among Balfour Beatty Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$40M
Net Income$9M
Employer EIN262310710
Plan Effective Date2008-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balfour Beatty Investments Inc)

Sponsor-wide plan assets over time

All Balfour Beatty Investments Inc plans reported in each filing year

Latest sponsor-wide plan assets
$47M 53.111729694627854% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $30.8M $47.1M ▲ +53.1%
Year Plans Participants Total Assets
2022 1 1,429 $31M
2023 1 1,543 $40M
2024 1 1,662 $47M

Nearby 401(k) Plans in Pennsylvania

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

Balfour Beatty Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Balfour Beatty Investments, Inc. 401(k) Plan, Total assets ($B): 0.040090788 · Participants: 1543Balfour Beatty Investments, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Balfour Beatty Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Balfour Beatty Investments, Inc. 401(k) Plan side-by-side with 3 peers →

Balfour Beatty Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Viscofan USA, Inc. Retirement Savings Plan in IL ($40M); by covered participants it is Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan in NY (1,543 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,543 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 Balfour Beatty Investments, Inc. 401(k) Plan assets move in 2023? ▼
Balfour Beatty Investments, Inc. 401(k) Plan surged - up 30.4% during 2023, from $31M to $40M. Reported net income was $9M.
How have Balfour Beatty Investments Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balfour Beatty Investments Inc's sponsor-wide assets grew 53.1%, from $31M to $47M.
Where does Balfour Beatty Investments, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Balfour Beatty Investments, Inc. 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Balfour Beatty Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Viscofan USA, Inc. Retirement Savings Plan in IL ($40M, 402 participants).
Which 401(k) plans cover a similar participant headcount to Balfour Beatty Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan in NY (1,543 participants, $74M 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 262310710.

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.