401(k) · DOL Form 5500 · 2023

Bellanza, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 166
Participants Small participant base: 25th
Percentile by assets National rank: $7,269
Avg per participant Low balance/head

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Official DOL plan name: The Goddard School · Sponsored by Bellanza, Inc. · Pennsylvania · Educational Services

$1M in assets, 166 participants

Bellanza, Inc.'s The Goddard School reported $1M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

#613 in Educational Services (3,735 peers)

Coverage in Pennsylvania

The Goddard School covers 166 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $1M.

#613
in Educational Services (3,735 peers): +35.8%
assets growth YoY

The Goddard School among the smaller filed plans by assets

The Goddard School vs every filed plan by assets

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

$1,206,733 25th percentile higher than 25% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The Goddard School 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. The Goddard School sits mid-pack in the medium band (166 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

The Goddard School reported net income rose from $3K in the plan year 2022 filing to $318K in the plan year 2023 filing.
The Goddard School reported participants rose from 121 in the plan year 2022 filing to 166 in the plan year 2023 filing.
The Goddard School end-of-year assets rose from $889K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 208329086 · Bellanza, Inc. PY 2023 · 401(k)

The Goddard School · $1M · 166 · 25th

NET $1M
BOOK 166
VS-ST 25th
BOY 401(k)
SCH near Wow Car Wash 401(k) Plan
EBSA ind #613

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 Educational Services retirement plans → · Plans in Pennsylvania →

End-of-year total assets ($M) among The Goddard School and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$889K
Net Assets (End of Year)	$1M
Net Income	$318K
Employer EIN	208329086
Plan Effective Date	2012-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bellanza, Inc.)

Latest sponsor-wide plan assets: $2M 75.73784326632573% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	121	$889K
2023	1	166	$1M
2024	1	203	$2M

Nearby 401(k) Plans in Pennsylvania

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

The Goddard School vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare The Goddard School side-by-side with 3 peers →

The Goddard School's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Wow Car Wash 401(k) Plan in NV ($1M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Wow Car Wash 401(k) Plan (NV) $1M · 80
Huet Dental 401(k) Plan (TX) $1M · 9
Am LLC 401(k) Retirement Plan (VA) $1M · 185
Am LLC 401(k) Retirement Plan (VA) $1M · 185

Similar participant headcount

Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.

California Retina Associates 401(k) Plan (CA) 166 · 0 off
Lightways Hospice and Serious Illness Care 401(k) Plan (IL) 166 · 0 off
Air Conditioning Innovative Solutions 401(k) Plan (TX) 166 · 0 off
The Amadas Group, Inc. Savings Plan (VA) 166 · 0 off

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 The Goddard School assets move in 2023? ▼

The Goddard School surged - up 35.8% during 2023, from $889K to $1M. Reported net income was $318K.

How have Bellanza, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bellanza, Inc.'s sponsor-wide assets grew 75.7%, from $889K to $2M.

Where does The Goddard School rank by assets among Form 5500 filers? ▼

The Goddard School ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).

Which 401(k) plans are similar in size to The Goddard School? ▼

Among 401(k) plans in other states, the closest by assets is Wow Car Wash 401(k) Plan in NV ($1M, 80 participants).

Which 401(k) plans cover a similar participant headcount to The Goddard School? ▼

Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K 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 208329086.