401(k) · DOL Form 5500 · 2023

Bellaken Health Group Inc 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
101
Participants Small participant base
55th
Percentile by assets National rank
$82,604
Avg per participant Below avg balance/head
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Official DOL plan name: Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Bellaken Health Group Inc · California · Professional & Technical Services

$8M in assets, 101 participants

Bellaken Health Group Inc's Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,810 in Professional & Technical Services (20,321 peers)

Coverage in California

Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust covers 101 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $8M.

#10,810
in Professional & Technical Services (20,321 peers)
+24.0%
assets growth YoY

Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$8,342,972 Top 45% higher than 55% 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

Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust 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. Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$939K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 98 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 943333009 · Bellaken Health Group Inc PY 2023 · 401(k)

Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust · $8M · 101 · 55th

  • PHOTO $8M
  • PHOTO 101
  • PHOTO 55th
  • PHOTO 401(k)
  • PHOTO near Wylie Manufacturing Ps & 401(k) Plan
  • PHOTO ind #10810

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 California →

Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Bellaken Health Group Inc 401(k) Profit Sharing Plan & TrustBellaken Health Group Inc 40…$8MWylie Manufacturing Ps & 401(k) PlanWylie Manufacturing Ps & 401…$8MCma Retirement Plan$8MEsm Consulting Engineers, LLC Salary Savings PlanEsm Consulting Engineers, LL…$8MDaily Harvest 401(k) Plan$8M
End-of-year total assets ($M) among Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN943333009
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bellaken Health Group Inc)

Sponsor-wide plan assets over time

All Bellaken Health Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$9M 40.516944221741355% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.73M $9.46M ▲ +40.6%
Year Plans Participants Total Assets
2022 1 98 $7M
2023 1 101 $8M
2024 1 87 $9M

Nearby 401(k) Plans in California

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

Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.008342972 · Participants: 101Bellaken Health Group Inc 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Wylie Manufacturing Ps & 401(k) Plan in TX ($8M); by covered participants it is Biocept, Inc. 401(k) Plan in NJ (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 24.0% during 2023, from $7M to $8M. Reported net income was $2M.
How have Bellaken Health Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellaken Health Group Inc's sponsor-wide assets grew 40.5%, from $7M to $9M.
Which 401(k) plans are similar in size to Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wylie Manufacturing Ps & 401(k) Plan in TX ($8M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Biocept, Inc. 401(k) Plan in NJ (101 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 943333009.

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.