401(k) · DOL Form 5500 · 2023

Bear Property Management, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
161
Participants Small participant base
48th
Percentile by assets National rank
$37,087
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bear Real Estate Group 401(k) Plan · Sponsored by Bear Property Management, Inc. · Wisconsin · Real Estate

$6M in assets, 161 participants

Bear Property Management, Inc.'s Bear Real Estate Group 401(k) Plan reported $6M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,181 in Real Estate (4,727 peers)

Coverage in Wisconsin

Bear Real Estate Group 401(k) Plan covers 161 participants in Wisconsin, about 29% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.

#3,181
in Real Estate (4,727 peers)
+29.7%
assets growth YoY

Bear Real Estate Group 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Bear Real Estate Group 401(k) Plan vs every filed plan by assets

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

$5,970,945 48th percentile higher than 48% 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

Bear Real Estate Group 401(k) 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. Bear Real Estate Group 401(k) Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bear Real Estate Group 401(k) Plan reported net income rose from -$316K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bear Real Estate Group 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Bear Real Estate Group 401(k) Plan reported participants rose from 150 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391650148 · Bear Property Management, Inc. PY 2023 · 401(k)

Bear Real Estate Group 401(k) Plan · $6M · 161 · 48th

  • PHOTO $6M
  • IND 161
  • EOY 48th
  • 5500 401(k)
  • ASSETS near Mgs, Inc. 401(k) Plan
  • PCT ind #3181

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 Real Estate retirement plans → · Plans in Wisconsin →

Bear Real Estate Group 401(k) Plan in the asset neighbourhood

Bear Real Estate Group 401(k) PlanBear Real Estate Group 401(k…$6MMgs, Inc. 401(k) Plan$6MUnique Industrial Product 401(k) PlanUnique Industrial Product 40…$6MKerotest Manufacturing Corp. 401(k) PlanKerotest Manufacturing Corp.…$6MFirst Bank of the Lake Savings & Retirement PlanFirst Bank of the Lake Savin…$6M
End-of-year total assets ($M) among Bear Real Estate Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN391650148
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bear Property Management, Inc.)

Sponsor-wide plan assets over time

All Bear Property Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 64.07587371353314% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.6M $7.55M ▲ +64.1%
Year Plans Participants Total Assets
2022 1 150 $5M
2023 1 161 $6M
2024 1 170 $8M

Nearby 401(k) Plans in Wisconsin

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

Bear Real Estate Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Bear Real Estate Group 401(k) Plan, Total assets ($B): 0.005970945 · Participants: 161Bear Real Estate Group 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Bear Real Estate Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bear Real Estate Group 401(k) Plan side-by-side with 3 peers →

Bear Real Estate Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Mgs, Inc. 401(k) Plan in PA ($6M); by covered participants it is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Bear Real Estate Group 401(k) Plan assets move in 2023? ▼
Bear Real Estate Group 401(k) Plan grew sharply - up 29.7% during 2023, from $5M to $6M. Reported net income was $1M.
How have Bear Property Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bear Property Management, Inc.'s sponsor-wide assets grew 64.1%, from $5M to $8M.
Which 401(k) plans are similar in size to Bear Real Estate Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mgs, Inc. 401(k) Plan in PA ($6M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Bear Real Estate Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 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 391650148.

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.