401(k) · DOL Form 5500 · 2023

Bailey's Holding Company, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
402
Participants Below avg headcount
53rd
Percentile by assets National rank
$18,989
Avg per participant Low balance/head
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Official DOL plan name: Bailey's Moving & Storage 401(k) and Profit Sharing Plan · Sponsored by Bailey's Holding Company, Inc. · Utah · Transportation & Warehousing

$8M in assets, 402 participants

Bailey's Holding Company, Inc.'s Bailey's Moving & Storage 401(k) and Profit Sharing Plan reported $8M in total assets and 402 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #1,793 in Transportation & Warehousing (3,362 peers)

Bailey's Holding Company, Inc. multi-year trail

Bailey's Holding Company, Inc.'s plans moved +28.2% in assets from 2022 to 2023; this filing shows Bailey's Moving & Storage 401(k) and Profit Sharing Plan at $8M / 402 participants.

#1,793
in Transportation & Warehousing (3,362 peers)
+28.2%
assets growth YoY

Bailey's Moving & Storage 401(k) and Profit Sharing Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Bailey's Moving & Storage 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$7,633,419 Top 47% higher than 53% 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

Bailey's Moving & Storage 401(k) and Profit Sharing 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. Bailey's Moving & Storage 401(k) and Profit Sharing Plan sits mid-pack in the medium band (402 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bailey's Moving & Storage 401(k) and Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bailey's Moving & Storage 401(k) and Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Bailey's Moving & Storage 401(k) and Profit Sharing Plan reported participants rose from 378 in the plan year 2022 filing to 402 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 870221607 · Bailey's Holding Company, Inc. PY 2023 · 401(k)

Bailey's Moving & Storage 401(k) and Profit Sharing Plan · $8M · 402 · 53rd

  • SCH $8M
  • SCH 402
  • SCH 53rd
  • SCH 401(k)
  • SCH near Gardner 401(k) Plan for SEIU Represented Employees
  • SCH ind #1793

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 Transportation & Warehousing retirement plans → · Plans in Utah →

Bailey's Moving & Storage 401(k) and Profit Sharing Plan in the asset neighbourhood

Bailey's Moving & Storage 401(k) and Profit Sharing PlanBailey's Moving & Storage 40…$8MGardner 401(k) Plan for SEIU Represented EmployeesGardner 401(k) Plan for SEIU…$8MVance Family Medicine, P.a. 401(k) Profit Sharing PlanVance Family Medicine, P.a. …$8MIncobrasa Industries, Ltd. 401(k) PlanIncobrasa Industries, Ltd. 4…$8MExcelin Home Health, LLC 401(k) Plan & TrustExcelin Home Health, LLC 401…$8M
End-of-year total assets ($M) among Bailey's Moving & Storage 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bailey's Holding Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bailey's Holding Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 28.241265817808614% vs 2022
2023 filing year
$5M$6M$7M$8M 20222023 $5.95M $7.63M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 378 $6M
2023 1 402 $8M

Bailey's Holding Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN870221607
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Bailey's Moving & Storage 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Bailey's Moving & Storage 401(k) and Profit Sharing Plan, Total assets ($B): 0.007633419 · Participants: 402Bailey's Moving & Storage 401(k) and Profit Sharing PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Bailey's Moving & Storage 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Bailey's Moving & Storage 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Bailey's Moving & Storage 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Gardner 401(k) Plan for SEIU Represented Employees in CA ($8M); by covered participants it is Sevenson Environmental Services, Inc. 401(k) Profit Sharing Plan in NY (402 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (402 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 Bailey's Moving & Storage 401(k) and Profit Sharing Plan assets move in 2023? ▼
Bailey's Moving & Storage 401(k) and Profit Sharing Plan grew sharply - up 28.2% during 2023, from $6M to $8M. Reported net income was $2M.
How have Bailey's Holding Company, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Bailey's Holding Company, Inc.'s sponsor-wide assets grew 28.2%, from $6M to $8M.
Which 401(k) plans are similar in size to Bailey's Moving & Storage 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gardner 401(k) Plan for SEIU Represented Employees in CA ($8M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Bailey's Moving & Storage 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sevenson Environmental Services, Inc. 401(k) Profit Sharing Plan in NY (402 participants, $105M 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 870221607.

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.