401(k) · DOL Form 5500 · 2023

Belmont Village, L.P. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
2,209
Participants Above avg headcount
86th
Percentile by assets National rank
$23,434
Avg per participant Low balance/head
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Official DOL plan name: Belmont Village, L.P. 401(k) Savings Plan · Sponsored by Belmont Village, L.P. · Texas · Real Estate

$52M in assets, 2,209 participants

Belmont Village, L.P.'s Belmont Village, L.P. 401(k) Savings Plan reported $52M in total assets and 2,209 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #4,483 in Real Estate (4,727 peers)

Coverage in Texas

Belmont Village, L.P. 401(k) Savings Plan covers 2,209 participants in Texas, 3.2x the typical Texas plan (state average ~688 per filing). Assets: $52M.

#4,483
in Real Estate (4,727 peers)
+16.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Belmont Village, L.P. 401(k) Savings Plan's outsized position by total assets

Belmont Village, L.P. 401(k) Savings Plan vs every filed plan by assets

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

$51,766,372 Top 14% higher than 86% 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

Belmont Village, L.P. 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Belmont Village, L.P. 401(k) Savings Plan lands in the large band (2,209 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Belmont Village, L.P. 401(k) Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Belmont Village, L.P. 401(k) Savings Plan end-of-year assets rose from $44M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • Belmont Village, L.P. 401(k) Savings Plan reported participants fell from 2,226 in the plan year 2022 filing to 2,209 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 742868232 · Belmont Village, L.P. PY 2023 · 401(k)

Belmont Village, L.P. 401(k) Savings Plan · $52M · 2,209 · 86th

  • PCT $52M
  • PCT 2,209
  • PCT 86th
  • PCT 401(k)
  • PCT near Ats Automation, Inc. 401(k) Plan
  • PCT ind #4483

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 Texas →

Belmont Village, L.P. 401(k) Savings Plan in the asset neighbourhood

Belmont Village, L.P. 401(k) Savings PlanBelmont Village, L.P. 401(k)…$52MAts Automation, Inc. 401(k) PlanAts Automation, Inc. 401(k) …$52MCsc Generation Holdings, Inc. 401(k) PlanCsc Generation Holdings, Inc…$52MFidelity Building Services Group 401(k)Fidelity Building Services G…$52MTabula Rasa Healthcare Group, Inc. 401(k) Retirement PlanTabula Rasa Healthcare Group…$52M
End-of-year total assets ($M) among Belmont Village, L.P. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$52M
Net Income$7M
Employer EIN742868232
Plan Effective Date1993-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belmont Village, L.P.)

Sponsor-wide plan assets over time

All Belmont Village, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 33.684139290811814% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $44.3M $59.2M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 2,226 $44M
2023 1 2,209 $52M
2024 1 2,470 $59M

Nearby 401(k) Plans in Texas

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

Belmont Village, L.P. 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Belmont Village, L.P. 401(k) Savings Plan, Total assets ($B): 0.051766372 · Participants: 2209Belmont Village, L.P. 401(k) Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Belmont Village, L.P. 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Belmont Village, L.P. 401(k) Savings Plan side-by-side with 3 peers →

Belmont Village, L.P. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Ats Automation, Inc. 401(k) Plan in WA ($52M); by covered participants it is Gmg Employees Savings Plan in MI (2,209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,209 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 Belmont Village, L.P. 401(k) Savings Plan assets move in 2023? ▼
Belmont Village, L.P. 401(k) Savings Plan grew sharply - up 16.8% during 2023, from $44M to $52M. Reported net income was $7M.
How have Belmont Village, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belmont Village, L.P.'s sponsor-wide assets grew 33.7%, from $44M to $59M.
Where does Belmont Village, L.P. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Belmont Village, L.P. 401(k) Savings Plan ranks in the 86th 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 Belmont Village, L.P. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ats Automation, Inc. 401(k) Plan in WA ($52M, 293 participants).
Which 401(k) plans cover a similar participant headcount to Belmont Village, L.P. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gmg Employees Savings Plan in MI (2,209 participants, $107M 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 742868232.

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.