401(k) · DOL Form 5500 · 2023

Bear Diversified Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
850
Participants Near avg headcount
67th
Percentile by assets National rank
$17,499
Avg per participant Low balance/head
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Official DOL plan name: Bear Diversified, Inc. 401(k) Retirement & Savings Plan · Sponsored by Bear Diversified Inc. · Ohio · Manufacturing

$15M in assets, 850 participants

Bear Diversified Inc.'s Bear Diversified, Inc. 401(k) Retirement & Savings Plan reported $15M in total assets and 850 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #10,379 in Manufacturing (18,722 peers)

Bear Diversified Inc. multi-year trail

Bear Diversified Inc.'s plans moved +27.7% in assets from 2022 to 2024; this filing shows Bear Diversified, Inc. 401(k) Retirement & Savings Plan at $15M / 850 participants.

#10,379
in Manufacturing (18,722 peers)
+10.1%
assets growth YoY

Bear Diversified, Inc. 401(k) Retirement & Savings Plan's outsized position by total assets

Bear Diversified, Inc. 401(k) Retirement & Savings Plan vs every filed plan by assets

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

$14,873,871 Top 33% higher than 67% 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

Bear Diversified, Inc. 401(k) Retirement & Savings 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. Bear Diversified, Inc. 401(k) Retirement & Savings Plan sits mid-pack in the medium band (850 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bear Diversified, Inc. 401(k) Retirement & Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bear Diversified, Inc. 401(k) Retirement & Savings Plan reported participants rose from 762 in the plan year 2022 filing to 850 in the plan year 2023 filing.
  • Bear Diversified, Inc. 401(k) Retirement & Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 474467472 · Bear Diversified Inc. PY 2023 · 401(k)

Bear Diversified, Inc. 401(k) Retirement & Savings Plan · $15M · 850 · 67th

  • ASSETS $15M
  • ASSETS 850
  • ASSETS 67th
  • ASSETS 401(k)
  • ASSETS near Rogers Townsend LLC Retirement Plan
  • ASSETS ind #10379

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 Manufacturing retirement plans → · Plans in Ohio →

Bear Diversified, Inc. 401(k) Retirement & Savings Plan in the asset neighbourhood

Freeman Motors Dba Freeman Toyota and Lexus 401(k) PlanFreeman Motors Dba Freeman T…$15MBear Diversified, Inc. 401(k) Retirement & Savings PlanBear Diversified, Inc. 401(k…$15MRogers Townsend LLC Retirement PlanRogers Townsend LLC Retireme…$15MVaden Holding, Inc. 401(k) Profit Sharing PlanVaden Holding, Inc. 401(k) P…$15MFoodchain Id Group, Inc. 401(k) Retirement PlanFoodchain Id Group, Inc. 401…$15M
End-of-year total assets ($M) among Bear Diversified, Inc. 401(k) Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bear Diversified Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bear Diversified Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 27.683194997106998% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.5M $17.3M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 762 $14M
2023 1 850 $15M
2024 1 843 $17M

Bear Diversified Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN474467472
Plan Effective Date2009-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Bear Diversified, Inc. 401(k) Retirement & Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Bear Diversified, Inc. 401(k) Retirement & Savings Plan, Total assets ($B): 0.014873871 · Participants: 850Bear Diversified, Inc. 401(k) Retirement & Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Bear Diversified, Inc. 401(k) Retirement & Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Bear Diversified, Inc. 401(k) Retirement & Savings Plan side-by-side with 3 peers →

Bear Diversified, Inc. 401(k) Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Rogers Townsend LLC Retirement Plan in SC ($15M); by covered participants it is Rawlings Sporting Goods 401(k) Plan in MO (850 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (850 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 Bear Diversified, Inc. 401(k) Retirement & Savings Plan assets move in 2023? ▼
Bear Diversified, Inc. 401(k) Retirement & Savings Plan grew at a solid clip - up 10.1% during 2023, from $14M to $15M. Reported net income was $1M.
How have Bear Diversified Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bear Diversified Inc.'s sponsor-wide assets grew 27.7%, from $14M to $17M.
Which 401(k) plans are similar in size to Bear Diversified, Inc. 401(k) Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rogers Townsend LLC Retirement Plan in SC ($15M, 85 participants).
Which 401(k) plans cover a similar participant headcount to Bear Diversified, Inc. 401(k) Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rawlings Sporting Goods 401(k) Plan in MO (850 participants, $56M 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 474467472.

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.