401(k) · DOL Form 5500 · 2023

Balt USA, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
215
Participants Below avg headcount
60th
Percentile by assets National rank
$48,632
Avg per participant Low balance/head
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Official DOL plan name: Balt USA, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Balt USA, LLC · California · Other Services

$10M in assets, 215 participants

Balt USA, LLC's Balt USA, LLC 401(k) Profit Sharing Plan and Trust reported $10M in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #6,045 in Other Services (7,857 peers)

Coverage in California

Balt USA, LLC 401(k) Profit Sharing Plan and Trust covers 215 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $10M.

#6,045
in Other Services (7,857 peers)
+84.5%
assets growth YoY

Balt USA, LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Other Services and all filers

Balt USA, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$10,455,859 Top 40% higher than 60% 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

Balt USA, LLC 401(k) Profit Sharing Plan and 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. Balt USA, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (215 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Balt USA, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Balt USA, LLC 401(k) Profit Sharing Plan and Trust reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Balt USA, LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 182 in the plan year 2022 filing to 215 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 452559253 · Balt USA, LLC PY 2023 · 401(k)

Balt USA, LLC 401(k) Profit Sharing Plan and Trust · $10M · 215 · 60th

  • PCT $10M
  • EIN 215
  • RANK 60th
  • PHOTO 401(k)
  • IND near Gr Energy 401(k) Plan
  • EOY ind #6045

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 Other Services retirement plans → · Plans in California →

Balt USA, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Balt USA, LLC 401(k) Profit Sharing Plan and TrustBalt USA, LLC 401(k) Profit …$10MGr Energy 401(k) Plan$10MAlpin Haus Ski Shop, Inc. 401(k) Profit Sharing PlanAlpin Haus Ski Shop, Inc. 40…$10MSpuntech 401(k) Plan$10MHampshire Fire Protection Co. 401(k) Profit Sharing PlanHampshire Fire Protection Co…$10M
End-of-year total assets ($M) among Balt USA, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$10M
Net Income$5M
Employer EIN452559253
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balt USA, LLC)

Sponsor-wide plan assets over time

All Balt USA, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 173.810198590231% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $5.67M $15.5M ▲ +173.7%
Year Plans Participants Total Assets
2022 1 182 $6M
2023 1 215 $10M
2024 1 215 $16M

Nearby 401(k) Plans in California

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

Balt USA, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Balt USA, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.010455859 · Participants: 215Balt USA, LLC 401(k) Profit Sharing Plan and 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
Balt USA, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Balt USA, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Balt USA, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gr Energy 401(k) Plan in TX ($10M); by covered participants it is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (215 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 Balt USA, LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Balt USA, LLC 401(k) Profit Sharing Plan and Trust surged - up 84.5% during 2023, from $6M to $10M. Reported net income was $5M.
How have Balt USA, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balt USA, LLC's sponsor-wide assets grew 173.8%, from $6M to $16M.
Which 401(k) plans are similar in size to Balt USA, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gr Energy 401(k) Plan in TX ($10M, 873 participants).
Which 401(k) plans cover a similar participant headcount to Balt USA, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants, $33M 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 452559253.

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.