401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$68M
Total assets
488
Participants
88th
Percentile by assets
$139,888
Avg per participant
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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.

  • 88th percentile by assets (of 127,072 plans)
  • #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.

$68M
total plan assets (2023 EOY)
488
covered participants
88th
percentile by assets (of 127,072 plans)
$139,888
avg assets per participant

Where Belimo Americas Savings Plan sits 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 $2,010,000,000 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

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 →

State
Connecticut
Industry
Manufacturing

Belimo Americas Savings Plan vs the 2023 asset distribution

By assets, Belimo Americas Savings Plan outranks 88% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

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.)

$50M$60M$70M$80M$90M 202220232024 $56.6M $80.9M ▲ +42.9%
Total plan assets by year, all Belimo Aircontrols (USA), Inc. plans on file
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 ($B) Participants Belimo Americas Savi…, Total assets ($B): 0.068265143 · Participants: 488Belimo Americas Savi…Rtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savi…, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savi…The Hartford Investm…, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investm…Xerox Corporation Sa…, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Sa…Eversource 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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Belimo Americas Savings Plan by total assets, not by location.

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).

Next read for Belimo Americas Savings Plan

Scale reading

Ways to act on Belimo Americas Savings Plan's numbers.

  • By total assets, Belimo Americas Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
  • Belimo Aircontrols (USA), Inc.'s sponsor-wide assets have grown 42.9% since 2022 across 3 plan years on file. More Manufacturing plans

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.