401(k) · DOL Form 5500 · 2023

Balance Technology, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
122
Participants Small participant base
70th
Percentile by assets National rank
$140,333
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Balance Technology, Inc. 401(k) Plan · Sponsored by Balance Technology, Inc. · Michigan · Manufacturing

$17M in assets, 122 participants

Balance Technology, Inc.'s Balance Technology, Inc. 401(k) Plan reported $17M in total assets and 122 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.

  • #11,015 in Manufacturing (18,722 peers)

Coverage in Michigan

Balance Technology, Inc. 401(k) Plan covers 122 participants in Michigan, about 19% of the average Michigan filer (state average ~638 per filing). Assets: $17M.

#11,015
in Manufacturing (18,722 peers)
+11.9%
assets growth YoY

Balance Technology, Inc. 401(k) Plan's outsized position by total assets

Balance Technology, Inc. 401(k) Plan vs every filed plan by assets

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

$17,120,638 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

Balance Technology, Inc. 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. Balance Technology, Inc. 401(k) Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Balance Technology, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Balance Technology, Inc. 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Balance Technology, Inc. 401(k) Plan reported participants rose from 118 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 382822225 · Balance Technology, Inc. PY 2023 · 401(k)

Balance Technology, Inc. 401(k) Plan · $17M · 122 · 70th

  • VS-ST $17M
  • BOY 122
  • SCH 70th
  • EBSA 401(k)
  • PART near Pacific Research Laboratories, Inc. 401(k) Retirement Plan
  • TYPE ind #11015

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 Michigan →

Balance Technology, Inc. 401(k) Plan in the asset neighbourhood

Balance Technology, Inc. 401(k) PlanBalance Technology, Inc. 401…$17MPacific Research Laboratories, Inc. 401(k) Retirement PlanPacific Research Laboratorie…$17MYpi 401(k) Plan$17MResults for Development Institute 401(k) PlanResults for Development Inst…$17MParadigm Management Team LLC 401(k) PlanParadigm Management Team LLC…$17M
End-of-year total assets ($M) among Balance Technology, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN382822225
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balance Technology, Inc.)

Sponsor-wide plan assets over time

All Balance Technology, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 2.523772922903978% vs 2022
2024 filing year
$15M$16M$17M$18M 202220232024 $15.3M $15.7M ▲ +2.5%
Year Plans Participants Total Assets
2022 1 118 $15M
2023 1 122 $17M
2024 1 81 $16M

Nearby 401(k) Plans in Michigan

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

Balance Technology, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Balance Technology, Inc. 401(k) Plan, Total assets ($B): 0.017120638 · Participants: 122Balance Technology, Inc. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Balance Technology, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Balance Technology, Inc. 401(k) Plan side-by-side with 3 peers →

Balance Technology, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Pacific Research Laboratories, Inc. 401(k) Retirement Plan in WA ($17M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Balance Technology, Inc. 401(k) Plan assets move in 2023? ▼
Balance Technology, Inc. 401(k) Plan grew at a solid clip - up 11.9% during 2023, from $15M to $17M. Reported net income was $2M.
How have Balance Technology, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balance Technology, Inc.'s sponsor-wide assets grew 2.5%, from $15M to $16M.
Which 401(k) plans are similar in size to Balance Technology, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pacific Research Laboratories, Inc. 401(k) Retirement Plan in WA ($17M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Balance Technology, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants, $12M 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 382822225.

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.