401(k) · DOL Form 5500 · 2023

Project Belle LLC 401(k) Plan

Data updated 2026-08-25

$863K
Total assets Small plan by assets
145
Participants Small participant base
22nd
Percentile by assets National rank
$5,953
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Project Belle 401(k) Plan · Sponsored by Project Belle LLC · Tennessee · Healthcare & Social Assistance

$863K in assets, 145 participants

Project Belle LLC's Project Belle 401(k) Plan reported $863K in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,184 in Healthcare & Social Assistance (17,684 peers)

Coverage in Tennessee

Project Belle 401(k) Plan covers 145 participants in Tennessee, about 13% of the average Tennessee filer (state average ~1,126 per filing). Assets: $863K.

#3,184
in Healthcare & Social Assistance (17,684 peers)
+135.6%
assets growth YoY

Project Belle 401(k) Plan among the smaller filed plans by assets

Project Belle 401(k) Plan vs every filed plan by assets

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

$863,236 22nd percentile higher than 22% 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

Project Belle 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. Project Belle 401(k) Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Project Belle 401(k) Plan end-of-year assets rose from $366K in the plan year 2022 filing to $863K in the plan year 2023 filing.
  • Project Belle 401(k) Plan reported net income rose from $225K in the plan year 2022 filing to $497K in the plan year 2023 filing.
  • Project Belle 401(k) Plan reported participants rose from 129 in the plan year 2022 filing to 145 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 472162859 · Project Belle LLC PY 2023 · 401(k)

Project Belle 401(k) Plan · $863K · 145 · 22nd

  • PCT $863K
  • EIN 145
  • RANK 22nd
  • PHOTO 401(k)
  • IND near Valdes Garcia Marin & Martinez, LLP 1165(e) Plan
  • EOY ind #3184

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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

Project Belle 401(k) Plan in the asset neighbourhood

Project Belle 401(k) Plan$863KValdes Garcia Marin & Martinez, LLP 1165(e) PlanValdes Garcia Marin & Martin…$863KKalpataru Corporation 401(k) Profit Sharing PlanKalpataru Corporation 401(k)…$863KTrue Colors International, Inc. Retirement PlanTrue Colors International, I…$863KAustralis Enterprises Inc. 401(k) PlanAustralis Enterprises Inc. 4…$863K
End-of-year total assets ($M) among Project Belle 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$366K
Net Assets (End of Year)$863K
Net Income$497K
Employer EIN472162859
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Project Belle LLC)

Sponsor-wide plan assets over time

All Project Belle LLC plans reported in each filing year

Latest sponsor-wide plan assets
$739K 101.81153190037531% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.37M $0.74M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 129 $366K
2023 1 145 $863K
2024 1 178 $739K

Nearby 401(k) Plans in Tennessee

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

Project Belle 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Project Belle 401(k) Plan, Total assets ($B): 0.000863236 · Participants: 145Project Belle 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Project Belle 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Project Belle 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Valdes Garcia Marin & Martinez, LLP 1165(e) Plan in PR ($863K); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Project Belle 401(k) Plan assets move in 2023? ▼
Project Belle 401(k) Plan surged - up 135.6% during 2023, from $366K to $863K. Reported net income was $497K.
How have Project Belle LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Project Belle LLC's sponsor-wide assets grew 101.8%, from $366K to $739K.
Where does Project Belle 401(k) Plan rank by assets among Form 5500 filers? ▼
Project Belle 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Project Belle 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valdes Garcia Marin & Martinez, LLP 1165(e) Plan in PR ($863K, 15 participants).
Which 401(k) plans cover a similar participant headcount to Project Belle 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 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 472162859.

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.