401(k) · DOL Form 5500 · 2023

Balluff, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
162
Participants Small participant base
81st
Percentile by assets National rank
$209,021
Avg per participant Above avg balance/head
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Official DOL plan name: Balluff, Inc. 401(k) Profit Sharing Plan · Sponsored by Balluff, Inc. · Kentucky · Manufacturing

$34M in assets, 162 participants

Balluff, Inc.'s Balluff, Inc. 401(k) Profit Sharing Plan reported $34M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,683 in Manufacturing (18,722 peers)

Coverage in Kentucky

Balluff, Inc. 401(k) Profit Sharing Plan covers 162 participants in Kentucky, about 25% of the average Kentucky filer (state average ~647 per filing). Assets: $34M.

#13,683
in Manufacturing (18,722 peers)
+14.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Balluff, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Balluff, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$33,861,339 Top 19% higher than 81% 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

Balluff, Inc. 401(k) 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. Balluff, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Balluff, Inc. 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Balluff, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $30M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Balluff, Inc. 401(k) Profit Sharing Plan reported participants rose from 156 in the plan year 2022 filing to 162 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 222326111 · Balluff, Inc. PY 2023 · 401(k)

Balluff, Inc. 401(k) Profit Sharing Plan · $34M · 162 · 81st

  • NET $34M
  • BOOK 162
  • VS-ST 81st
  • BOY 401(k)
  • SCH near Business Integra, Inc. 401(k) Plan
  • EBSA ind #13683

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 Kentucky →

Balluff, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Balluff, Inc. 401(k) Profit Sharing PlanBalluff, Inc. 401(k) Profit …$34MBusiness Integra, Inc. 401(k) PlanBusiness Integra, Inc. 401(k…$34MPrager Metis Cpas, LLC 401(k) Savings Plan IPrager Metis Cpas, LLC 401(k…$34MEnglund Marine Supply Co., Inc. 401(k) Profit Sharing PlanEnglund Marine Supply Co., I…$34MNicholson Construction Company Employees 401(k) and Profit Sharing PlanNicholson Construction Compa…$34M
End-of-year total assets ($M) among Balluff, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN222326111
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balluff, Inc.)

Sponsor-wide plan assets over time

All Balluff, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 15.937037566177636% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.6M $34.4M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 156 $30M
2023 1 162 $34M
2024 1 177 $34M

Nearby 401(k) Plans in Kentucky

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

Balluff, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Balluff, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.033861339 · Participants: 162Balluff, Inc. 401(k) Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Balluff, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Balluff, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Balluff, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Business Integra, Inc. 401(k) Plan in MD ($34M); by covered participants it is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Balluff, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Balluff, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 14.2% during 2023, from $30M to $34M. Reported net income was $4M.
How have Balluff, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balluff, Inc.'s sponsor-wide assets grew 15.9%, from $30M to $34M.
Where does Balluff, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Balluff, Inc. 401(k) Profit Sharing Plan ranks in the 81st 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 Balluff, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Business Integra, Inc. 401(k) Plan in MD ($34M, 418 participants).
Which 401(k) plans cover a similar participant headcount to Balluff, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants, N/A 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 222326111.

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.