Profit Sharing · DOL Form 5500 · 2023

Ball Homes, LLC Profit Sharing Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
215
Participants Below avg headcount
82nd
Percentile by assets National rank
$172,782
Avg per participant Above avg balance/head
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Official DOL plan name: Ball Homes, LLC Retirement Plan · Sponsored by Ball Homes, LLC · Kentucky · Construction

$37M in assets, 215 participants

Ball Homes, LLC's Ball Homes, LLC Retirement Plan reported $37M in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,266 in Construction (9,030 peers)

Coverage in Kentucky

Ball Homes, LLC Retirement Plan covers 215 participants in Kentucky, about 33% of the average Kentucky filer (state average ~647 per filing). Assets: $37M.

#7,266
in Construction (9,030 peers)
+6.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ball Homes, LLC Retirement Plan's outsized position by total assets

Ball Homes, LLC Retirement Plan vs every filed plan by assets

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

$37,148,236 Top 18% higher than 82% 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

Ball Homes, LLC Retirement 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. Ball Homes, LLC Retirement Plan sits mid-pack in the medium band (215 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ball Homes, LLC Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ball Homes, LLC Retirement Plan end-of-year assets rose from $35M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Ball Homes, LLC Retirement Plan reported participants fell from 224 in the plan year 2022 filing to 215 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 610565979 · Ball Homes, LLC PY 2023 · Profit Sharing

Ball Homes, LLC Retirement Plan · $37M · 215 · 82nd

  • NET $37M
  • BOOK 215
  • VS-ST 82nd
  • BOY Profit Sharing
  • SCH near San Francisco Opera Defined Contribution Plan
  • EBSA ind #7266

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 Construction retirement plans → · Plans in Kentucky →

Ball Homes, LLC Retirement Plan in the asset neighbourhood

The Episcopal Academy 401(a) Defined Contribution Retirement PlanThe Episcopal Academy 401(a)…$37MFamily & Children's Services 403(b) PlanFamily & Children's Services…$37MSan Francisco Opera Defined Contribution PlanSan Francisco Opera Defined …$37MBall Homes, LLC Retirement PlanBall Homes, LLC Retirement P…$37MEmployees Retirement Plan of Mother Murphys Laboratories, Inc.Employees Retirement Plan of…$37M
End-of-year total assets ($M) among Ball Homes, LLC Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$37M
Net Income$2M
Employer EIN610565979
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ball Homes, LLC)

Sponsor-wide plan assets over time

All Ball Homes, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$39M 10.800376754422231% vs 2022
2024 filing year
$34M$36M$38M$40M 202220232024 $34.8M $38.6M ▲ +10.8%
Year Plans Participants Total Assets
2022 1 224 $35M
2023 1 215 $37M
2024 1 220 $39M

Nearby Profit Sharing Plans in Kentucky

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Ball Homes, LLC Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Ball Homes, LLC Retirement Plan, Total assets ($B): 0.037148236 · Participants: 215Ball Homes, LLC Retirement PlanCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.614894735 · Participants: 28336Commonspirit Health ERISA 403(b) PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.279364442 · Participants: 1293IBEW Local 150 Supplemental Pension FundCommonwealth Health Corporation Retirement Savings Plan, Total assets ($B): 0.08314617 · Participants: 2989Commonwealth Health Corporation Retirement Savings PlanDismas Charities, Inc. Retirement Plan, Total assets ($B): 0.043440542 · Participants: 540Dismas Charities, Inc. Retirement PlanKentucky Blood Center 401(k) DC Plan, Total assets ($B): 0.018518376 · Participants: 257Kentucky Blood Center 401(k) DC Plan
Ball Homes, LLC Retirement Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants
Compare Ball Homes, LLC Retirement Plan side-by-side with 3 peers →

Ball Homes, LLC Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is San Francisco Opera Defined Contribution Plan in CA ($37M); by covered participants it is Phx Holdings Retirement Plan in GA (215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (215 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 Ball Homes, LLC Retirement Plan assets move in 2023? ▼
Ball Homes, LLC Retirement Plan grew at a solid clip - up 6.7% during 2023, from $35M to $37M. Reported net income was $2M.
How have Ball Homes, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ball Homes, LLC's sponsor-wide assets grew 10.8%, from $35M to $39M.
Where does Ball Homes, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Ball Homes, LLC Retirement Plan ranks in the 82nd 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 Profit Sharing plans are similar in size to Ball Homes, LLC Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is San Francisco Opera Defined Contribution Plan in CA ($37M, 106 participants).
Which Profit Sharing plans cover a similar participant headcount to Ball Homes, LLC Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Phx Holdings Retirement Plan in GA (215 participants, $5M 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 610565979.

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.