401(k) · DOL Form 5500 · 2023

Bellrock Brands Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
73
Participants Small participant base
25th
Percentile by assets National rank
$16,170
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bellrock Brands 401(k) Plan · Sponsored by Bellrock Brands Inc · Colorado · Management of Enterprises

$1M in assets, 73 participants

Bellrock Brands Inc's Bellrock Brands 401(k) Plan reported $1M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #157 in Management of Enterprises (1,137 peers)

Bellrock Brands Inc multi-year trail

Bellrock Brands Inc's plans moved +29.0% in assets from 2022 to 2023; this filing shows Bellrock Brands 401(k) Plan at $1M / 73 participants.

#157
in Management of Enterprises (1,137 peers)
+29.0%
assets growth YoY

Bellrock Brands 401(k) Plan among the smaller filed plans by assets

Bellrock Brands 401(k) Plan vs every filed plan by assets

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

$1,180,405 25th percentile higher than 25% 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

Bellrock Brands 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. Bellrock Brands 401(k) Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bellrock Brands 401(k) Plan reported net income rose from -$19K in the plan year 2022 filing to $266K in the plan year 2023 filing.
  • Bellrock Brands 401(k) Plan reported participants fell from 221 in the plan year 2022 filing to 73 in the plan year 2023 filing.
  • Bellrock Brands 401(k) Plan end-of-year assets rose from $915K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 465656216 · Bellrock Brands Inc PY 2023 · 401(k)

Bellrock Brands 401(k) Plan · $1M · 73 · 25th

  • PART $1M
  • PART 73
  • PART 25th
  • PART 401(k)
  • PART near Don Morin, Inc. 401(k) Profit Sharing Plan and Trust
  • PART ind #157

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 Colorado →

Bellrock Brands 401(k) Plan in the asset neighbourhood

Bellrock Brands 401(k) Plan$1MDon Morin, Inc. 401(k) Profit Sharing Plan and TrustDon Morin, Inc. 401(k) Profi…$1MRafferty Oetjen Cpas, Inc.401(k) PlanRafferty Oetjen Cpas, Inc.40…$1MPeninsula Endodontics PC 401(k) Profit Sharing PlanPeninsula Endodontics PC 401…$1MCherry Hill Hotel Management LLC 401(k) PlanCherry Hill Hotel Management…$1M
End-of-year total assets ($M) among Bellrock Brands 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bellrock Brands Inc multi-year asset trail

Sponsor-wide plan assets over time

All Bellrock Brands Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 29.037177285442713% vs 2022
2023 filing year
$0.8M$0.9M$1M$1.1M$1.2M$1.3M 20222023 $0.91M $1.18M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 221 $915K
2023 1 73 $1M

Bellrock Brands Inc filing trail (2023)

Total Assets (Beginning of Year)$915K
Net Assets (End of Year)$1M
Net Income$266K
Employer EIN465656216
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Bellrock Brands 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Bellrock Brands 401(k) Plan, Total assets ($B): 0.001180405 · Participants: 73Bellrock Brands 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Bellrock Brands 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Bellrock Brands 401(k) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Don Morin, Inc. 401(k) Profit Sharing Plan and Trust in WA ($1M); by covered participants it is A Haven for Kids, Inc. Retirement Plan in OH (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Bellrock Brands 401(k) Plan assets move in 2023? ▼
Bellrock Brands 401(k) Plan grew sharply - up 29.0% during 2023, from $915K to $1M. Reported net income was $266K.
How have Bellrock Brands Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Bellrock Brands Inc's sponsor-wide assets grew 29.0%, from $915K to $1M.
Where does Bellrock Brands 401(k) Plan rank by assets among Form 5500 filers? ▼
Bellrock Brands 401(k) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Bellrock Brands 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Don Morin, Inc. 401(k) Profit Sharing Plan and Trust in WA ($1M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Bellrock Brands 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A Haven for Kids, Inc. Retirement Plan in OH (73 participants, N/A 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 465656216.

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.