401(k) · DOL Form 5500 · 2023

Belimo Aircontrols (USA), Inc. 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
488
Participants Below avg headcount
88th
Percentile by assets National rank
$139,888
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Belimo Americas Savings Plan · Sponsored by Belimo Aircontrols (USA), Inc. · Connecticut · Manufacturing

$68M in assets, 488 participants

Belimo Aircontrols (USA), Inc.'s Belimo Americas Savings Plan reported $68M in total assets and 488 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,520 in Manufacturing (18,722 peers)

Where Belimo Americas Savings Plan sits by assets

Belimo Americas Savings Plan sits in the top quartile of all filed plans by assets, $68M for 488 participants (~$139,888/participant), up 20.5% in 2023.

#15,520
in Manufacturing (18,722 peers)
+20.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Belimo Americas Savings Plan's outsized position by total assets

Belimo Americas Savings Plan vs every filed plan by assets

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

$68,265,143 Top 12% higher than 88% 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

Belimo Americas Savings 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. Belimo Americas Savings Plan sits mid-pack in the medium band (488 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Belimo Americas Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Belimo Americas Savings Plan end-of-year assets rose from $57M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Belimo Americas Savings Plan reported participants rose from 406 in the plan year 2022 filing to 488 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 222879066 · Belimo Aircontrols (USA), Inc. PY 2023 · 401(k)

Belimo Americas Savings Plan · $68M · 488 · 88th

  • PHOTO $68M
  • IND 488
  • EOY 88th
  • 5500 401(k)
  • ASSETS near Orion 401(k) Retirement Plan
  • PCT ind #15520

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 Connecticut →

Belimo Americas Savings Plan in the asset neighbourhood

Belimo Americas Savings Plan$68MOrion 401(k) Retirement Plan$68MRetirement and Savings Plan for Employees of Plastics Engineering CompanyRetirement and Savings Plan …$68MRobert E. Mason & Associates, Inc. Profit Sharing PlanRobert E. Mason & Associates…$68MFullbloom Retirement Savings PlanFullbloom Retirement Savings…$68M
End-of-year total assets ($M) among Belimo Americas Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$68M
Net Income$12M
Employer EIN222879066
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belimo Aircontrols (USA), Inc.)

Sponsor-wide plan assets over time

All Belimo Aircontrols (USA), Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 42.927698259025725% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $56.6M $80.9M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 406 $57M
2023 1 488 $68M
2024 1 508 $81M

Nearby 401(k) Plans in Connecticut

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

Belimo Americas Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Belimo Americas Savings Plan, Total assets ($B): 0.068265143 · Participants: 488Belimo Americas Savings PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Belimo Americas Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Belimo Americas Savings Plan side-by-side with 3 peers →

Belimo Americas Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Orion 401(k) Retirement Plan in TX ($68M); by covered participants it is Pexco LLC Retirement Savings Plan in GA (488 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (488 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 Belimo Americas Savings Plan assets move in 2023? ▼
Belimo Americas Savings Plan grew sharply - up 20.5% during 2023, from $57M to $68M. Reported net income was $12M.
How have Belimo Aircontrols (USA), Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belimo Aircontrols (USA), Inc.'s sponsor-wide assets grew 42.9%, from $57M to $81M.
Where does Belimo Americas Savings Plan rank by assets among Form 5500 filers? ▼
Belimo Americas Savings Plan ranks in the 88th 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 Belimo Americas Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orion 401(k) Retirement Plan in TX ($68M, 760 participants).
Which 401(k) plans cover a similar participant headcount to Belimo Americas Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pexco LLC Retirement Savings Plan in GA (488 participants, $33M 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 222879066.

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.