401(k) · DOL Form 5500 · 2023

Bell Partners Inc. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
1,810
Participants Near avg headcount
85th
Percentile by assets National rank
$26,909
Avg per participant Low balance/head
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Official DOL plan name: Bell Partners Inc. 401(k) Retirement Plan · Sponsored by Bell Partners Inc. · North Carolina · Real Estate

$49M in assets, 1,810 participants

Bell Partners Inc.'s Bell Partners Inc. 401(k) Retirement Plan reported $49M in total assets and 1,810 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #4,461 in Real Estate (4,727 peers)

Coverage in North Carolina

Bell Partners Inc. 401(k) Retirement Plan covers 1,810 participants in North Carolina, 2.2x the typical North Carolina plan (state average ~819 per filing). Assets: $49M.

#4,461
in Real Estate (4,727 peers)
+18.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Bell Partners Inc. 401(k) Retirement Plan's outsized position by total assets

Bell Partners Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$48,705,480 Top 15% higher than 85% 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

Bell Partners Inc. 401(k) Retirement 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. Bell Partners Inc. 401(k) Retirement Plan lands in the large band (1,810 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bell Partners Inc. 401(k) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Bell Partners Inc. 401(k) Retirement Plan end-of-year assets rose from $41M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Bell Partners Inc. 401(k) Retirement Plan reported participants rose from 1,588 in the plan year 2022 filing to 1,810 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 561148631 · Bell Partners Inc. PY 2023 · 401(k)

Bell Partners Inc. 401(k) Retirement Plan · $49M · 1,810 · 85th

  • SCH $49M
  • EBSA 1,810
  • PART 85th
  • TYPE 401(k)
  • NET near First York Ban Corp and Subsidiaries Profit Sharing Plan
  • BOOK ind #4461

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 North Carolina →

Bell Partners Inc. 401(k) Retirement Plan in the asset neighbourhood

Hamilton Partners, Inc. 401(k) Profit Sharing PlanHamilton Partners, Inc. 401(…$49MBell Partners Inc. 401(k) Retirement PlanBell Partners Inc. 401(k) Re…$49MHanford Guards Union Local 21 Savings PlanHanford Guards Union Local 2…$49MFirst York Ban Corp and Subsidiaries Profit Sharing PlanFirst York Ban Corp and Subs…$49MParker, Milliken, Clark, O'hara & Samuelian Retirement PlanParker, Milliken, Clark, O'h…$49M
End-of-year total assets ($M) among Bell Partners Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$49M
Net Income$8M
Employer EIN561148631
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bell Partners Inc.)

Sponsor-wide plan assets over time

All Bell Partners Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 43.917598757888086% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $41.2M $59.3M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 1,588 $41M
2023 1 1,810 $49M
2024 1 1,909 $59M

Nearby 401(k) Plans in North Carolina

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

Bell Partners Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Bell Partners Inc. 401(k) Retirement Plan, Total assets ($B): 0.04870548 · Participants: 1810Bell Partners Inc. 401(k) Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Bell Partners Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Bell Partners Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Bell Partners Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is First York Ban Corp and Subsidiaries Profit Sharing Plan in NE ($49M); by covered participants it is Box, Inc. 401(k) Plan in CA (1,810 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,810 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 Bell Partners Inc. 401(k) Retirement Plan assets move in 2023? ▼
Bell Partners Inc. 401(k) Retirement Plan grew sharply - up 18.3% during 2023, from $41M to $49M. Reported net income was $8M.
How have Bell Partners Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bell Partners Inc.'s sponsor-wide assets grew 43.9%, from $41M to $59M.
Where does Bell Partners Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Bell Partners Inc. 401(k) Retirement Plan ranks in the 85th 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 Bell Partners Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is First York Ban Corp and Subsidiaries Profit Sharing Plan in NE ($49M, 497 participants).
Which 401(k) plans cover a similar participant headcount to Bell Partners Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Box, Inc. 401(k) Plan in CA (1,810 participants, $228M 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 561148631.

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.