401(k) · DOL Form 5500 · 2023

Balfour Beatty LLC 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
1,914
Participants Near avg headcount
90th
Percentile by assets National rank
$43,013
Avg per participant Low balance/head
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Official DOL plan name: Balfour Beatty LLC 401(k) Plan · Sponsored by Balfour Beatty LLC · Georgia · Construction

$82M in assets, 1,914 participants

Balfour Beatty LLC's Balfour Beatty LLC 401(k) Plan reported $82M in total assets and 1,914 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,952 in Construction (9,030 peers)

Where Balfour Beatty LLC 401(k) Plan sits by assets

Balfour Beatty LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $82M for 1,914 participants (~$43,013/participant), up 13.8% in 2023.

#7,952
in Construction (9,030 peers)
+13.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Balfour Beatty LLC 401(k) Plan's outsized position by total assets

Balfour Beatty LLC 401(k) Plan vs every filed plan by assets

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

$82,327,624 Top 10% higher than 90% 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

Balfour Beatty LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Balfour Beatty LLC 401(k) Plan lands in the large band (1,914 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Balfour Beatty LLC 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Balfour Beatty LLC 401(k) Plan end-of-year assets rose from $72M in the plan year 2022 filing to $82M in the plan year 2023 filing.
  • Balfour Beatty LLC 401(k) Plan reported participants fell from 2,010 in the plan year 2022 filing to 1,914 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133015770 · Balfour Beatty LLC PY 2023 · 401(k)

Balfour Beatty LLC 401(k) Plan · $82M · 1,914 · 90th

  • SCH $82M
  • EBSA 1,914
  • PART 90th
  • TYPE 401(k)
  • NET near Shelly & Sands, Inc. Employees 401(k) Plan
  • BOOK ind #7952

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 Construction retirement plans → · Plans in Georgia →

Balfour Beatty LLC 401(k) Plan in the asset neighbourhood

Rice Lake Weighing Systems Employees Profit Sharing Plus PlanRice Lake Weighing Systems E…$82MBalfour Beatty LLC 401(k) PlanBalfour Beatty LLC 401(k) Pl…$82MShelly & Sands, Inc. Employees 401(k) PlanShelly & Sands, Inc. Employe…$82MKsm Business Services, Inc. 401(k) PlanKsm Business Services, Inc. …$82MVimeo 401(k) Retirement Savings PlanVimeo 401(k) Retirement Savi…$82M
End-of-year total assets ($M) among Balfour Beatty LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$82M
Net Income$10M
Employer EIN133015770
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balfour Beatty LLC)

Sponsor-wide plan assets over time

All Balfour Beatty LLC plans reported in each filing year

Latest sponsor-wide plan assets
$82M 13.812520968654216% vs 2022
2024 filing year
$70M$75M$80M$85M 202220232024 $72.4M $82.4M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 2,010 $72M
2023 1 1,914 $82M
2024 1 1,502 $82M

Nearby 401(k) Plans in Georgia

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

Balfour Beatty LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Balfour Beatty LLC 401(k) Plan, Total assets ($B): 0.082327624 · Participants: 1914Balfour Beatty LLC 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Balfour Beatty LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Balfour Beatty LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Shelly & Sands, Inc. Employees 401(k) Plan in OH ($82M); by covered participants it is Premier 401(k) Plan in SD (1,913 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,914 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 Balfour Beatty LLC 401(k) Plan assets move in 2023?
Balfour Beatty LLC 401(k) Plan grew at a solid clip - up 13.8% during 2023, from $72M to $82M. Reported net income was $10M.
How have Balfour Beatty LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Balfour Beatty LLC's sponsor-wide assets grew 13.8%, from $72M to $82M.
Where does Balfour Beatty LLC 401(k) Plan rank by assets among Form 5500 filers?
Balfour Beatty LLC 401(k) Plan ranks in the 90th 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 Balfour Beatty LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Shelly & Sands, Inc. Employees 401(k) Plan in OH ($82M, 311 participants).
Which 401(k) plans cover a similar participant headcount to Balfour Beatty LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Premier 401(k) Plan in SD (1,913 participants, $216M in assets).