401(k) · DOL Form 5500 · 2023

Core Bts, Inc. 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
733
Participants Near avg headcount
91st
Percentile by assets National rank
$127,768
Avg per participant Near avg balance/head
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Official DOL plan name: Core Bts 401(k) Retirement Plan · Sponsored by Core Bts, Inc. · Indiana · Professional & Technical Services

$94M in assets, 733 participants

Core Bts, Inc.'s Core Bts 401(k) Retirement Plan reported $94M in total assets and 733 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,702 in Professional & Technical Services (20,321 peers)

Where Core Bts 401(k) Retirement Plan sits by assets

Core Bts 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $94M for 733 participants (~$127,768/participant), up 18.7% in 2023.

#18,702
in Professional & Technical Services (20,321 peers)
+18.7%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Core Bts 401(k) Retirement Plan's outsized position by total assets

Core Bts 401(k) Retirement Plan vs every filed plan by assets

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

$93,654,195 Top 9% higher than 91% 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

Core Bts 401(k) Retirement 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. Core Bts 401(k) Retirement Plan sits mid-pack in the medium band (733 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Core Bts 401(k) Retirement Plan reported net income rose from -$17M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Core Bts 401(k) Retirement Plan end-of-year assets rose from $79M in the plan year 2022 filing to $94M in the plan year 2023 filing.
  • Core Bts 401(k) Retirement Plan reported participants rose from 717 in the plan year 2022 filing to 733 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 203873764 · Core Bts, Inc. PY 2023 · 401(k)

Core Bts 401(k) Retirement Plan · $94M · 733 · 91st

  • BOY $94M
  • BOY 733
  • BOY 91st
  • BOY 401(k)
  • BOY near Sequoia 401(k) Plan
  • BOY ind #18702

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 Indiana →

Core Bts 401(k) Retirement Plan in the asset neighbourhood

Kilpatrick Townsend & Stockton LLP Ret Sav Plan-Plan 2Kilpatrick Townsend & Stockt…$94MCore Bts 401(k) Retirement PlanCore Bts 401(k) Retirement P…$94MSequoia 401(k) Plan$94MMcnees Wallace & Nurick Savings PlanMcnees Wallace & Nurick Savi…$94MIchor Systems, Inc. Retirement Savings PlanIchor Systems, Inc. Retireme…$94M
End-of-year total assets ($M) among Core Bts 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$94M
Net Income$15M
Employer EIN203873764
Plan Effective Date2004-02-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Core Bts, Inc.)

Sponsor-wide plan assets over time

All Core Bts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$98M 23.96353933889821% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $78.9M $97.8M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 717 $79M
2023 1 733 $94M
2024 1 622 $98M

Nearby 401(k) Plans in Indiana

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

Core Bts 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Core Bts 401(k) Retirement Plan, Total assets ($B): 0.093654195 · Participants: 733Core Bts 401(k) Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Core Bts 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Core Bts 401(k) Retirement Plan side-by-side with 3 peers →

Core Bts 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Sequoia 401(k) Plan in CA ($94M); by covered participants it is Revspring, Inc. 401(k) Plan in TN (733 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($94M here).

Similar participant headcount

Nearest other-state filings by covered participants (733 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 Core Bts 401(k) Retirement Plan assets move in 2023? ▼
Core Bts 401(k) Retirement Plan grew sharply - up 18.7% during 2023, from $79M to $94M. Reported net income was $15M.
How have Core Bts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Core Bts, Inc.'s sponsor-wide assets grew 24.0%, from $79M to $98M.
Where does Core Bts 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Core Bts 401(k) Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Core Bts 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sequoia 401(k) Plan in CA ($94M, 206 participants).
Which 401(k) plans cover a similar participant headcount to Core Bts 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revspring, Inc. 401(k) Plan in TN (733 participants, $50M 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 203873764.

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.