401(k) · DOL Form 5500 · 2023

The Bretz Companies Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
223
Participants Below avg headcount
62nd
Percentile by assets National rank
$52,932
Avg per participant Low balance/head
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Official DOL plan name: The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by The Bretz Companies Inc. · Montana · Retail Trade

$12M in assets, 223 participants

The Bretz Companies Inc.'s The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust reported $12M in total assets and 223 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,148 in Retail Trade (8,414 peers)

The Bretz Companies Inc. multi-year trail

The Bretz Companies Inc.'s plans moved +10.5% in assets from 2023 to 2024; this filing shows The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust at $12M / 223 participants.

#6,148
in Retail Trade (8,414 peers)
+18.4%
assets growth YoY

The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Retail Trade and all filers

The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$11,803,857 Top 38% higher than 62% 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

The Bretz Companies Inc. 401(k) Profit Sharing Plan & 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. The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (223 participants).

DOL schedule card

Filing strip 874232408 · The Bretz Companies Inc. PY 2023 · 401(k)

The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust · $12M · 223 · 62nd

  • BOY $12M
  • BOY 223
  • BOY 62nd
  • BOY 401(k)
  • BOY near State Holding Company 401(k) Plan
  • BOY ind #6148

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 Retail Trade retirement plans → · Plans in Montana →

The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

The Bretz Companies Inc. 401(k) Profit Sharing Plan & TrustThe Bretz Companies Inc. 401…$12MState Holding Company 401(k) PlanState Holding Company 401(k)…$12MSwk Technologies 401(k) Profit Sharing Plan & TrustSwk Technologies 401(k) Prof…$12MGoddard Systems, Inc. 401(k) PlanGoddard Systems, Inc. 401(k)…$12MMaestro Health 401(k) Plan$12M
End-of-year total assets ($M) among The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Bretz Companies Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Bretz Companies Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 10.512978935614012% vs 2023
2024 filing year
$11.5M$12M$12.5M$13M$13.5M 20232024 $11.8M $13M ▲ +10.5%
Year Plans Participants Total Assets
2023 1 223 $12M
2024 1 270 $13M

The Bretz Companies Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN874232408
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600 Total assets ($M) Participants The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($M): 11.803857 · Participants: 223The Bretz Companies Inc. 401(k) Profit Sharing Plan & TrustD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants
Compare The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is State Holding Company 401(k) Plan in AR ($12M); by covered participants it is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (223 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 The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 18.4% during 2023, from $10M to $12M. Reported net income was $2M.
How have The Bretz Companies Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Bretz Companies Inc.'s sponsor-wide assets grew 10.5%, from $12M to $13M.
Which 401(k) plans are similar in size to The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is State Holding Company 401(k) Plan in AR ($12M, 177 participants).
Which 401(k) plans cover a similar participant headcount to The Bretz Companies Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants, $13M 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 874232408.

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.