401(k) · DOL Form 5500 · 2023

Bellomy Research 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
105
Participants Small participant base
43rd
Percentile by assets National rank
$44,971
Avg per participant Low balance/head
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Official DOL plan name: Bellomy Research 401(k) Retirement Plan · Sponsored by Bellomy Research · North Carolina · Professional & Technical Services

$5M in assets, 105 participants

Bellomy Research's Bellomy Research 401(k) Retirement Plan reported $5M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,320 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Bellomy Research 401(k) Retirement Plan covers 105 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#8,320
in Professional & Technical Services (20,321 peers)
-5.2%
assets change YoY

The plan reported a net loss of $257K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bellomy Research 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bellomy Research 401(k) Retirement Plan vs every filed plan by assets

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

$4,721,940 43rd percentile higher than 43% 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

Bellomy Research 401(k) Retirement 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. Bellomy Research 401(k) Retirement Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bellomy Research 401(k) Retirement Plan reported net income rose from -$470K in the plan year 2022 filing to -$257K in the plan year 2023 filing.
  • Bellomy Research 401(k) Retirement Plan end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Bellomy Research 401(k) Retirement Plan reported participants rose from 102 in the plan year 2022 filing to 105 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561173448 · Bellomy Research PY 2023 · 401(k)

Bellomy Research 401(k) Retirement Plan · $5M · 105 · 43rd

  • BOY $5M
  • SCH 105
  • EBSA 43rd
  • PART 401(k)
  • TYPE near Bliv. Inc. 401(k) Plan
  • NET ind #8320

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Bellomy Research 401(k) Retirement Plan in the asset neighbourhood

Bellomy Research 401(k) Retirement PlanBellomy Research 401(k) Reti…$5MBliv. Inc. 401(k) Plan$5MDeval Life Cycle Support, LLC, 401(k) Profit Sharing PlanDeval Life Cycle Support, LL…$5MRhd Plumbing, Inc. Safe Harbor 401(k) PlanRhd Plumbing, Inc. Safe Harb…$5MJohn W Truban PC 401(k) Profit Sharing PlanJohn W Truban PC 401(k) Prof…$5M
End-of-year total assets ($M) among Bellomy Research 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)$5M
Net Assets (End of Year)$5M
Net Income-$257K
Employer EIN561173448
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bellomy Research)

Sponsor-wide plan assets over time

All Bellomy Research plans reported in each filing year

Latest sponsor-wide plan assets
$6M 13.007116790923154% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.98M $5.63M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 102 $5M
2023 1 105 $5M
2024 1 123 $6M

Nearby 401(k) Plans in North Carolina

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

Bellomy Research 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 ($B) Participants Bellomy Research 401(k) Retirement Plan, Total assets ($B): 0.00472194 · Participants: 105Bellomy Research 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
Bellomy Research 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Bellomy Research 401(k) Retirement Plan side-by-side with 3 peers →

Bellomy Research 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 Bliv. Inc. 401(k) Plan in MO ($5M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Bellomy Research 401(k) Retirement Plan assets move in 2023? ▼
Bellomy Research 401(k) Retirement Plan pulled back noticeably - down 5.2% during 2023, from $5M to $5M. Reported net income was -$257K.
How have Bellomy Research plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellomy Research's sponsor-wide assets grew 13.0%, from $5M to $6M.
Which 401(k) plans are similar in size to Bellomy Research 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bliv. Inc. 401(k) Plan in MO ($5M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Bellomy Research 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants, $6M 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 561173448.

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.