401(k) · DOL Form 5500 · 2023

Russell T. Bundy Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
495
Participants Below avg headcount
85th
Percentile by assets National rank
$99,737
Avg per participant Below avg balance/head
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Official DOL plan name: Bundy Associates Retirement Plan · Sponsored by Russell T. Bundy Associates, Inc. · Ohio · Wholesale Trade

$49M in assets, 495 participants

Russell T. Bundy Associates, Inc.'s Bundy Associates Retirement Plan reported $49M in total assets and 495 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.

  • #5,464 in Wholesale Trade (6,309 peers)

Where Bundy Associates Retirement Plan sits by assets

Bundy Associates Retirement Plan sits in the top quartile of all filed plans by assets, $49M for 495 participants (~$99,737/participant), up 3.2% in 2023.

#5,464
in Wholesale Trade (6,309 peers)
+3.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Bundy Associates Retirement Plan's outsized position by total assets

Bundy Associates Retirement Plan vs every filed plan by assets

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

$49,369,962 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

Bundy Associates 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. Bundy Associates Retirement Plan sits mid-pack in the medium band (495 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bundy Associates Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Bundy Associates Retirement Plan reported participants fell from 556 in the plan year 2022 filing to 495 in the plan year 2023 filing.
  • Bundy Associates Retirement Plan end-of-year assets rose from $48M in the plan year 2022 filing to $49M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231670915 · Russell T. Bundy Associates, Inc. PY 2023 · 401(k)

Bundy Associates Retirement Plan · $49M · 495 · 85th

  • ASSETS $49M
  • ASSETS 495
  • ASSETS 85th
  • ASSETS 401(k)
  • ASSETS near Bowers & Kubota Consulting 401(k) Profit Sharing & Retirement Plan
  • ASSETS ind #5464

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 Wholesale Trade retirement plans → · Plans in Ohio →

Bundy Associates Retirement Plan in the asset neighbourhood

Industrial Dielectrics, Inc. 401(k) Profit Sharing and Savings PlanIndustrial Dielectrics, Inc.…$49MBundy Associates Retirement PlanBundy Associates Retirement …$49MBowers & Kubota Consulting 401(k) Profit Sharing & Retirement PlanBowers & Kubota Consulting 4…$49MEmcor Group, Inc. and Subsidiaries Union Employees' 401(k) PlanEmcor Group, Inc. and Subsid…$49MChai, Inc. 401(k) Plan$49M
End-of-year total assets ($M) among Bundy Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$49M
Net Income$7M
Employer EIN231670915
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Russell T. Bundy Associates, Inc.)

Sponsor-wide plan assets over time

All Russell T. Bundy Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 15.666705369051979% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $47.8M $55.3M ▲ +15.7%
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.

Bundy Associates Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Bundy Associates Retirement Plan, Total assets ($B): 0.049369962 · Participants: 495Bundy Associates Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Bundy Associates Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Bundy Associates Retirement Plan side-by-side with 3 peers →

Bundy Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Bowers & Kubota Consulting 401(k) Profit Sharing & Retirement Plan in HI ($49M); by covered participants it is Pacific Drilling 401(k) Plan in TX (495 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (495 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 Bundy Associates Retirement Plan assets move in 2023? ▼
Bundy Associates Retirement Plan edged up modestly - up 3.2% during 2023, from $48M to $49M. Reported net income was $7M.
How have Russell T. Bundy Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Russell T. Bundy Associates, Inc.'s sponsor-wide assets grew 15.7%, from $48M to $55M.
Where does Bundy Associates Retirement Plan rank by assets among Form 5500 filers? ▼
Bundy Associates 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 Bundy Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bowers & Kubota Consulting 401(k) Profit Sharing & Retirement Plan in HI ($49M, 249 participants).
Which 401(k) plans cover a similar participant headcount to Bundy Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pacific Drilling 401(k) Plan in TX (495 participants, $51M 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 231670915.

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.