401(k) · DOL Form 5500 · 2023

Bay Verte Machinery, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
26
Participants Small participant base
46th
Percentile by assets National rank
$213,037
Avg per participant Above avg balance/head
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Official DOL plan name: Bay Verte Machinery, Inc. Savings and Retirement Plan · Sponsored by Bay Verte Machinery, Inc. · Wisconsin · Wholesale Trade

$6M in assets, 26 participants

Bay Verte Machinery, Inc.'s Bay Verte Machinery, Inc. Savings and Retirement Plan reported $6M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,251 in Wholesale Trade (6,309 peers)

Bay Verte Machinery, Inc. multi-year trail

Bay Verte Machinery, Inc.'s plans moved +92.3% in assets from 2022 to 2024; this filing shows Bay Verte Machinery, Inc. Savings and Retirement Plan at $6M / 26 participants.

#2,251
in Wholesale Trade (6,309 peers)
+43.4%
assets growth YoY

Bay Verte Machinery, Inc. Savings and Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Bay Verte Machinery, Inc. Savings and Retirement Plan vs every filed plan by assets

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

$5,538,970 46th percentile higher than 46% 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

Bay Verte Machinery, Inc. Savings and Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bay Verte Machinery, Inc. Savings and Retirement Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bay Verte Machinery, Inc. Savings and Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bay Verte Machinery, Inc. Savings and Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Bay Verte Machinery, Inc. Savings and Retirement Plan reported participants rose from 21 in the plan year 2022 filing to 26 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391824311 · Bay Verte Machinery, Inc. PY 2023 · 401(k)

Bay Verte Machinery, Inc. Savings and Retirement Plan · $6M · 26 · 46th

  • PHOTO $6M
  • IND 26
  • EOY 46th
  • 5500 401(k)
  • ASSETS near Fiddlers Elbow Country Club 401(k) Plan
  • PCT ind #2251

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 Wisconsin →

Bay Verte Machinery, Inc. Savings and Retirement Plan in the asset neighbourhood

Bay Verte Machinery, Inc. Savings and Retirement PlanBay Verte Machinery, Inc. Sa…$6MFiddlers Elbow Country Club 401(k) PlanFiddlers Elbow Country Club …$6MThe King's Daughters' School Retirement PlanThe King's Daughters' School…$6MStahlbush Island Farms, Inc. 401(k) and Profit Sharing PlanStahlbush Island Farms, Inc.…$6MTalisen 401(k) and Profit Sharing PlanTalisen 401(k) and Profit Sh…$6M
End-of-year total assets ($M) among Bay Verte Machinery, Inc. Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bay Verte Machinery, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bay Verte Machinery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 92.328545654529% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.86M $7.43M ▲ +92.5%
Year Plans Participants Total Assets
2022 1 21 $4M
2023 1 26 $6M
2024 1 28 $7M

Bay Verte Machinery, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN391824311
Plan Effective Date2009-01-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Bay Verte Machinery, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Bay Verte Machinery, Inc. Savings and Retirement Plan, Total assets ($B): 0.00553897 · Participants: 26Bay Verte Machinery, Inc. Savings and Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Bay Verte Machinery, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bay Verte Machinery, Inc. Savings and Retirement Plan side-by-side with 3 peers →

Bay Verte Machinery, Inc. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Fiddlers Elbow Country Club 401(k) Plan in NJ ($6M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.

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 Bay Verte Machinery, Inc. Savings and Retirement Plan assets move in 2023? ▼
Bay Verte Machinery, Inc. Savings and Retirement Plan surged - up 43.4% during 2023, from $4M to $6M. Reported net income was $2M.
How have Bay Verte Machinery, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bay Verte Machinery, Inc.'s sponsor-wide assets grew 92.3%, from $4M to $7M.
Which 401(k) plans are similar in size to Bay Verte Machinery, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fiddlers Elbow Country Club 401(k) Plan in NJ ($6M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Bay Verte Machinery, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants, $13M 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 391824311.

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.