401(k) · DOL Form 5500 · 2023

Black Forest Ventures, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets: 636
Participants Below avg headcount: 71st
Percentile by assets National rank: $28,989
Avg per participant Low balance/head

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Official DOL plan name: Black Forest 401(k) Plan · Sponsored by Black Forest Ventures, LLC · Texas · Management of Enterprises

$18M in assets, 636 participants

Black Forest Ventures, LLC's Black Forest 401(k) Plan reported $18M in total assets and 636 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

#583 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Black Forest 401(k) Plan ranks #583 of 1,137 2023 filers by assets (1928% of the sector average)-$18M for 636 participants.

#583
in Management of Enterprises (1,137 peers): +28.7%
assets growth YoY

Black Forest 401(k) Plan's outsized position by total assets

Black Forest 401(k) Plan vs every filed plan by assets

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

$18,437,255 Top 29% higher than 71% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Black Forest 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. Black Forest 401(k) Plan sits mid-pack in the medium band (636 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Black Forest 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Black Forest 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
Black Forest 401(k) Plan reported participants rose from 576 in the plan year 2022 filing to 636 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 264068540 · Black Forest Ventures, LLC PY 2023 · 401(k)

Black Forest 401(k) Plan · $18M · 636 · 71st

5500 $18M
ASSETS 636
PCT 71st
EIN 401(k)
RANK near Mickey Truck Bodies, Inc. 401(k) Plan
PHOTO ind #583

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 Management of Enterprises retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Black Forest 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$18M
Net Income	$4M
Employer EIN	264068540
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Black Forest Ventures, LLC)

Latest sponsor-wide plan assets: $22M 52.073239120799364% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	576	$14M
2023	1	636	$18M
2024	1	565	$22M

Nearby 401(k) Plans in Texas

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

Black Forest 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Black Forest 401(k) Plan side-by-side with 3 peers →

Black Forest 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mickey Truck Bodies, Inc. 401(k) Plan in NC ($18M); by covered participants it is Kentucky Farm Bureau Mutual Insurance Company 401(k) Plan in KY (636 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Mickey Truck Bodies, Inc. 401(k) Plan (NC) $18M · 414
Svp Sewing Brands, LLC 401(k) Plan (TN) $18M · 1,195
Beacon Communications, LLC 401(k) Profit Sharing Plan (CO) $18M · 120
Robert Kaufman Co., Inc. Profit Sharing Safe Harbor 401(k) Plan (CA) $18M · 186

Similar participant headcount

Nearest other-state filings by covered participants (636 participants); asset peers above are excluded.

Kentucky Farm Bureau Mutual Insurance Company 401(k) Plan (KY) 636 · 0 off
Allen Lund Company, LLC 401(k) Profit Sharing Plan (CA) 636 · 0 off
Online Transport, Inc. 401(k) Plan (IN) 636 · 0 off
Enerpac Tool Group 401(k) Plan (WI) 636 · 0 off

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 Black Forest 401(k) Plan assets move in 2023? ▼

Black Forest 401(k) Plan grew sharply - up 28.7% during 2023, from $14M to $18M. Reported net income was $4M.

How have Black Forest Ventures, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Black Forest Ventures, LLC's sponsor-wide assets grew 52.1%, from $14M to $22M.

Which 401(k) plans are similar in size to Black Forest 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mickey Truck Bodies, Inc. 401(k) Plan in NC ($18M, 414 participants).

Which 401(k) plans cover a similar participant headcount to Black Forest 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Kentucky Farm Bureau Mutual Insurance Company 401(k) Plan in KY (636 participants, $94M 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 264068540.