401(k) · DOL Form 5500 · 2023

Bge, Ltd. 401(k) Plan

Data updated 2026-08-11

$117M
Total assets
554
Participants
92nd
Percentile by assets
$211,120
Avg per participant
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Official DOL plan name: Bradford Group 401(k) Plan · Sponsored by Bge, Ltd. · Illinois · Retail Trade

$117M in assets, 554 participants

Bge, Ltd.'s Bradford Group 401(k) Plan reported $117M in total assets and 554 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 127,072 plans)
  • #8,047 in Retail Trade (8,414 peers)

Where Bradford Group 401(k) Plan sits by assets

Bradford Group 401(k) Plan sits in the top 10% of all filed plans by assets, $117M for 554 participants (~$211,120/participant), up 10.5% in 2023.

$117M
total plan assets (2023 EOY)
554
covered participants
92nd
percentile by assets (of 127,072 plans)
$211,120
avg assets per participant

Where Bradford Group 401(k) Plan sits by total assets

Bradford Group 401(k) Plan vs every filed plan by assets

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

$116,960,607 Top 8% higher than 92% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bradford Group 401(k) Plan reported net income rose from -$28M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Bradford Group 401(k) Plan end-of-year assets rose from $106M in the plan year 2022 filing to $117M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Bradford Group 401(k) Plan vs the 2023 asset distribution

By assets, Bradford Group 401(k) Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$117M
Net Income$11M
Employer EIN363920489
Plan Effective Date1975-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bge, Ltd.)

$100M$110M$120M$130M 202220232024 $106M $126M ▲ +19.2%
Total plan assets by year, all Bge, Ltd. plans on file
Year Plans Participants Total Assets
2022 1 553 $106M
2023 1 554 $117M
2024 1 488 $126M

Nearby 401(k) Plans in Illinois

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

Bradford Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Bradford Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Bradford Group 401(k…Accenture United Sta…State Farm 401(k) Sa…Abbott Laboratories …United Airlines Pilo…Walgreens Retirement…
Bradford Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bradford Group 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Bradford Group 401(k) Plan assets move in 2023?
Bradford Group 401(k) Plan grew at a solid clip - up 10.5% during 2023, from $106M to $117M. Reported net income was $11M.
How have Bge, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bge, Ltd.'s sponsor-wide assets grew 19.2%, from $106M to $126M.
Where does Bradford Group 401(k) Plan rank by assets among Form 5500 filers?
Bradford Group 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bradford Group 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Ryam 401(k) Plan for Salaried Employees in FL ($117M, 442 participants).

Next read for Bradford Group 401(k) Plan

Scale reading

Ways to act on Bradford Group 401(k) Plan's numbers.