BUNDY ASSOCIATES RETIREMENT PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
RUSSELL T. BUNDY ASSOCIATES, INC.
This 401(k) plan holds $49M in total assets and serves 495 participants as of 2023. It is sponsored by RUSSELL T. BUNDY ASSOCIATES, INC. in Ohio. The plan reported positive net income of $7M for the year.
What the Filing Says About BUNDY ASSOCIATES RETIREMENT PLAN
BUNDY ASSOCIATES RETIREMENT PLAN is a 401(k) retirement plan sponsored by RUSSELL T. BUNDY ASSOCIATES, INC., headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $49M in total end-of-year assets and covers 495 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 231670915, and the plan has been effective since 1975-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $48M at the beginning of 2023 to $49M at year-end — a gain of 3.2%. Net assets (after liabilities) closed the year at $49M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $48M |
| Total Assets (End of Year) | $49M |
| Net Assets (End of Year) | $49M |
| Net Income | $7M |
| Plan Type | 401(k) |
| Employer EIN | 231670915 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (RUSSELL T. BUNDY ASSOCIATES, INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 556 | $48M |
| 2023 | 1 | 495 | $49M |
| 2024 | 1 | 519 | $55M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN $23.1B · 32,152
- GE RETIREMENT SAVINGS PLAN $19.5B · 59,766
- THE PROGRESSIVE 401(K) PLAN $9.2B · 56,176
- THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN $8.4B · 129,769
- MARATHON PETROLEUM THRIFT PLAN $7.5B · 17,818
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the BUNDY ASSOCIATES RETIREMENT PLAN? ▼
What type of plan is BUNDY ASSOCIATES RETIREMENT PLAN? ▼
Who sponsors the BUNDY ASSOCIATES RETIREMENT PLAN? ▼
How did BUNDY ASSOCIATES RETIREMENT PLAN perform in 2023? ▼
Where can I find official filings for BUNDY ASSOCIATES RETIREMENT PLAN? ▼
How does BUNDY ASSOCIATES RETIREMENT PLAN compare to other plans? ▼
Explore PlainRetire
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 231670915.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.