401(k) · DOL Form 5500 · 2023

Bwb Properties 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 6
Participants Small participant base: 33rd
Percentile by assets National rank: $395,496
Avg per participant High balance/head

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Official DOL plan name: Bwb Properties 401(k) Plan · Sponsored by Bwb Properties · Utah · Real Estate

$2M in assets, 6 participants

Bwb Properties's Bwb Properties 401(k) Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

#2,474 in Real Estate (4,727 peers)

Bwb Properties multi-year trail

Bwb Properties's plans moved +63.6% in assets from 2022 to 2024; this filing shows Bwb Properties 401(k) Plan at $2M / 6 participants.

#2,474
in Real Estate (4,727 peers): +43.6%
assets growth YoY

Bwb Properties 401(k) Plan among the smaller filed plans by assets

Bwb Properties 401(k) Plan vs every filed plan by assets

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

$2,372,978 33rd percentile higher than 33% 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

Bwb Properties 401(k) 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. Bwb Properties 401(k) Plan is a micro filing (6 participants), 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%)

Bwb Properties 401(k) Plan reported net income rose from -$794K in the plan year 2022 filing to $720K in the plan year 2023 filing.
Bwb Properties 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Bwb Properties 401(k) Plan reported participants fell from 8 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 870452419 · Bwb Properties PY 2023 · 401(k)

Bwb Properties 401(k) Plan · $2M · 6 · 33rd

BOY $2M
SCH 6
EBSA 33rd
PART 401(k)
TYPE near Thomson & Thomson, Inc. Safe Harbor 401(k) Plan
NET ind #2474

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 Real Estate retirement plans → · Plans in Utah →

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

Bwb Properties multi-year asset trail

Latest sponsor-wide plan assets: $3M 63.63350939268899% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	8	$2M
2023	1	6	$2M
2024	1	6	$3M

Bwb Properties filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$720K
Employer EIN	870452419
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Utah

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

Bwb Properties 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
Deseret 401(k) Plan $5.5B · 24,292
Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537

Compare Bwb Properties 401(k) Plan side-by-side with 3 peers →

Bwb Properties 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN ($2M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Thomson & Thomson, Inc. Safe Harbor 401(k) Plan (TN) $2M · 48
Mel R. Hertz 401(k) Retirement Savings Plan (HI) $2M · 1
Witwer Construction, Inc. 401(k) Salary Reduction Plan & Trust (IN) $2M · 24
Westcoast Precision, Inc. Retirement Plan (CA) $2M · 40

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

Gears Over Gravity, Inc. 401(k) Plan (CA) 6 · 0 off
Gaylord Nelson Insurance Agency, Inc. 401(k) Profit Sharing Plan & Trust (IL) 6 · 0 off
Br3 Enterprises Inc 401(k) Plan (MO) 6 · 0 off
Pjd Sun Spas Inc 401(k) Plan (NJ) 6 · 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 Bwb Properties 401(k) Plan assets move in 2023? ▼

Bwb Properties 401(k) Plan surged - up 43.6% during 2023, from $2M to $2M. Reported net income was $720K.

How have Bwb Properties plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bwb Properties's sponsor-wide assets grew 63.6%, from $2M to $3M.

Which 401(k) plans are similar in size to Bwb Properties 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN ($2M, 48 participants).

Which 401(k) plans cover a similar participant headcount to Bwb Properties 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 870452419.