401(k) · DOL Form 5500 · 2023

Bear Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
558
Participants Below avg headcount
76th
Percentile by assets National rank
$43,938
Avg per participant Low balance/head
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Official DOL plan name: Bear Holdings, LLC 401(k) Plan · Sponsored by Bear Holdings, LLC · Missouri · Real Estate

$25M in assets, 558 participants

Bear Holdings, LLC's Bear Holdings, LLC 401(k) Plan reported $25M in total assets and 558 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,215 in Real Estate (4,727 peers)

Where Bear Holdings, LLC 401(k) Plan sits by assets

Bear Holdings, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 558 participants (~$43,938/participant), up 9.6% in 2023.

#4,215
in Real Estate (4,727 peers)
+9.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Bear Holdings, LLC 401(k) Plan's outsized position by total assets

Bear Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$24,517,627 Top 24% higher than 76% 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

Bear Holdings, LLC 401(k) 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. Bear Holdings, LLC 401(k) Plan sits mid-pack in the medium band (558 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bear Holdings, LLC 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bear Holdings, LLC 401(k) Plan reported participants fell from 842 in the plan year 2022 filing to 558 in the plan year 2023 filing.
  • Bear Holdings, LLC 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 208034548 · Bear Holdings, LLC PY 2023 · 401(k)

Bear Holdings, LLC 401(k) Plan · $25M · 558 · 76th

  • 5500 $25M
  • 5500 558
  • 5500 76th
  • 5500 401(k)
  • 5500 near Tilson Built Company 401(k) Profit Sharing Plan
  • 5500 ind #4215

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 Missouri →

Bear Holdings, LLC 401(k) Plan in the asset neighbourhood

Bear Holdings, LLC 401(k) PlanBear Holdings, LLC 401(k) Pl…$25MTilson Built Company 401(k) Profit Sharing PlanTilson Built Company 401(k) …$25MHouston Zoo Employees' 401(k) PlanHouston Zoo Employees' 401(k…$25MArcherpoint Employee Stock Ownership and 401(k) PlanArcherpoint Employee Stock O…$25MNewton Wellesley Orthopedic Associates, Inc. Retirement PlanNewton Wellesley Orthopedic …$25M
End-of-year total assets ($M) among Bear Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN208034548
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bear Holdings, LLC)

Sponsor-wide plan assets over time

All Bear Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 13.412030332534552% vs 2022
2024 filing year
$22M$23M$24M$25M$26M 202220232024 $22.4M $25.4M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 842 $22M
2023 1 558 $25M
2024 1 543 $25M

Nearby 401(k) Plans in Missouri

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

Bear Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Bear Holdings, LLC 401(k) Plan, Total assets ($B): 0.024517627 · Participants: 558Bear Holdings, LLC 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Bear Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Bear Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Bear Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Tilson Built Company 401(k) Profit Sharing Plan in TX ($25M); by covered participants it is Triton Health Systems, L.L.C. 401(k) Retirement Plan in AL (558 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (558 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 Bear Holdings, LLC 401(k) Plan assets move in 2023? ▼
Bear Holdings, LLC 401(k) Plan grew at a solid clip - up 9.6% during 2023, from $22M to $25M. Reported net income was $2M.
How have Bear Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bear Holdings, LLC's sponsor-wide assets grew 13.4%, from $22M to $25M.
Where does Bear Holdings, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Bear Holdings, LLC 401(k) Plan ranks in the 76th 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 Bear Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tilson Built Company 401(k) Profit Sharing Plan in TX ($25M, 236 participants).
Which 401(k) plans cover a similar participant headcount to Bear Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Triton Health Systems, L.L.C. 401(k) Retirement Plan in AL (558 participants, $38M 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 208034548.

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.