401(k) · DOL Form 5500 · 2023

Bkg Group, Inc. 401(k) Plan

Data updated 2026-08-25

$150K
Total assets Small plan by assets: 1
Participants Small participant base: 9th
Percentile by assets National rank: $150,000
Avg per participant Above avg balance/head

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Official DOL plan name: Bkg Group Retirement Plan · Sponsored by Bkg Group, Inc. · Texas · Wholesale Trade

$150K in assets, 1 participants

Bkg Group, Inc.'s Bkg Group Retirement Plan reported $150K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

#243 in Wholesale Trade (6,309 peers)

Bkg Group, Inc. multi-year trail

Bkg Group, Inc.'s plans moved +19.5% in assets from 2022 to 2024; this filing shows Bkg Group Retirement Plan at $150K / 1 participant.

#243
in Wholesale Trade (6,309 peers): +11.1%
assets growth YoY

Bkg Group Retirement Plan among the smaller filed plans by assets

Bkg Group Retirement Plan vs every filed plan by assets

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

$150,000 9th percentile higher than 9% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Bkg Group Retirement 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. Bkg Group Retirement Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Bkg Group Retirement Plan reported net income rose from $10K in the plan year 2022 filing to $15K in the plan year 2023 filing.
Bkg Group Retirement Plan end-of-year assets rose from $135K in the plan year 2022 filing to $150K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 814607701 · Bkg Group, Inc. PY 2023 · 401(k)

Bkg Group Retirement Plan · $150K · 1 · 9th

BOOK $150K
BOOK 1
BOOK 9th
BOOK 401(k)
BOOK near Vigent, Inc. 401(k) Profit Sharing Plan
BOOK ind #243

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 Wholesale Trade retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Bkg Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bkg Group, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $161K 19.49259259259259% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$135K
2023	1	1	$150K
2024	1	1	$161K

Bkg Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$135K
Net Assets (End of Year)	$150K
Net Income	$15K
Employer EIN	814607701
Plan Effective Date	2016-12-06
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Bkg Group Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Bkg Group Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Vigent, Inc. 401(k) Profit Sharing Plan in CT ($150K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($150K here).

Vigent, Inc. 401(k) Profit Sharing Plan (CT) $150K · 2
Garson Window Cleaning Inc 401(k) Plan (CA) $150K · 1
Keeneth Power 401(k) Plan (OH) $150K · N/A
J E Carpet Cleaning Inc. 401(k) Plan (OH) $150K · 1

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
Armo 401(k) Trust (NJ) 1 · 0 off
John Hines, Inc. 401(k) Profit Sharing Plan (NM) 1 · 0 off

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 Bkg Group Retirement Plan assets move in 2023? ▼

Bkg Group Retirement Plan grew at a solid clip - up 11.1% during 2023, from $135K to $150K. Reported net income was $15K.

How have Bkg Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bkg Group, Inc.'s sponsor-wide assets grew 19.5%, from $135K to $161K.

Where does Bkg Group Retirement Plan rank by assets among Form 5500 filers? ▼

Bkg Group Retirement Plan ranks in the 9th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Bkg Group Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Vigent, Inc. 401(k) Profit Sharing Plan in CT ($150K, 2 participants).

Which 401(k) plans cover a similar participant headcount to Bkg Group Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 814607701.