401(k) · DOL Form 5500 · 2023
Bna Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 46
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $229,764
- Avg per participant Above avg balance/head
Official DOL plan name: Bna Employee Stock Ownership 401(k) Plan · Sponsored by Bna Holdings, Inc. · Utah · Professional & Technical Services
$11M in assets, 46 participants
Bna Holdings, Inc.'s Bna Employee Stock Ownership 401(k) Plan reported $11M in total assets and 46 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.
- #11,896 in Professional & Technical Services (20,321 peers)
2023 asset change
Bna Employee Stock Ownership 401(k) Plan surged 139.0% in 2023 ($4M → $11M) for 46 participants.
- #11,896
- in Professional & Technical Services (20,321 peers)
- +139.0%
- assets growth YoY
Bna Employee Stock Ownership 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Bna Employee Stock Ownership 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,569,128 Top 40% higher than 60% 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
Bna Employee Stock Ownership 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bna Employee Stock Ownership 401(k) Plan is a small filing (46 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 921930625 · Bna Holdings, Inc. PY 2023 · 401(k)
Bna Employee Stock Ownership 401(k) Plan · $11M · 46 · 60th
- EOY $11M
- EOY 46
- EOY 60th
- EOY 401(k)
- EOY near Wpt Enterprises, Inc. 401(k) Plan
- EOY ind #11896
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 Professional & Technical Services retirement plans → · Plans in Utah →
Bna Employee Stock Ownership 401(k) Plan in the asset neighbourhood
Bna Holdings, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Bna Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 46 | $11M |
| 2024 | 1 | 50 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $6M |
| Employer EIN | 921930625 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
Bna Employee Stock Ownership 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Wpt Enterprises, Inc. 401(k) Plan in CA ($11M); by covered participants it is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (46 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.