401(k) · DOL Form 5500 · 2024

Bell Investment Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
15
Participants Small participant base
49th
Percentile by assets National rank
$476,436
Avg per participant High balance/head
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Official DOL plan name: Bell Investment Advisors, Inc. 401(k) Plan · Sponsored by Bell Investment Advisors, Inc. · California · Finance & Insurance

$7M in assets, 15 participants

Bell Investment Advisors, Inc.'s Bell Investment Advisors, Inc. 401(k) Plan reported $7M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,860 in Finance & Insurance (8,549 peers)

Bell Investment Advisors, Inc. multi-year trail

Bell Investment Advisors, Inc.'s plans moved +33.1% in assets from 2022 to 2024; this filing shows Bell Investment Advisors, Inc. 401(k) Plan at $7M / 15 participants.

#2,860
in Finance & Insurance (8,549 peers)
+15.9%
assets growth YoY

Bell Investment Advisors, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Bell Investment Advisors, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,146,545 49th percentile higher than 49% of 123,620 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 2024

Bell Investment Advisors, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bell Investment Advisors, Inc. 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bell Investment Advisors, Inc. 401(k) Plan reported net income rose from $799K in the plan year 2023 filing to $979K in the plan year 2024 filing.
  • Bell Investment Advisors, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Bell Investment Advisors, Inc. 401(k) Plan reported participants rose from 13 in the plan year 2023 filing to 15 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 943129063 · Bell Investment Advisors, Inc. PY 2024 · 401(k)

Bell Investment Advisors, Inc. 401(k) Plan · $7M · 15 · 49th

  • RANK $7M
  • PHOTO 15
  • IND 49th
  • EOY 401(k)
  • 5500 near Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan
  • ASSETS ind #2860

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 Finance & Insurance retirement plans → · Plans in California →

Bell Investment Advisors, Inc. 401(k) Plan in the asset neighbourhood

Bell Investment Advisors, Inc. 401(k) PlanBell Investment Advisors, In…$7MKalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) PlanKalkaska Screw Products, Inc…$7MTrent Cadillac Buick Gmc Inc. 401(k) Profit Sharing PlanTrent Cadillac Buick Gmc Inc…$7MSnell Services, Inc. 401(k) PlanSnell Services, Inc. 401(k) …$7MBoley Centers 401(k) Plan$7M
End-of-year total assets ($M) among Bell Investment Advisors, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bell Investment Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bell Investment Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 33.10369450990063% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.37M $7.15M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 14 $5M
2023 1 13 $6M
2024 1 15 $7M

Bell Investment Advisors, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$979K
Employer EIN943129063
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Bell Investment Advisors, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bell Investment Advisors, Inc. 401(k) Plan, Total assets ($B): 0.007146545 · Participants: 15Bell Investment Advisors, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Bell Investment Advisors, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bell Investment Advisors, Inc. 401(k) Plan side-by-side with 3 peers →

Bell Investment Advisors, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan in MI ($7M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bell Investment Advisors, Inc. 401(k) Plan assets move in 2024? ▼
Bell Investment Advisors, Inc. 401(k) Plan grew sharply - up 15.9% during 2024, from $6M to $7M. Reported net income was $979K.
How have Bell Investment Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bell Investment Advisors, Inc.'s sponsor-wide assets grew 33.1%, from $5M to $7M.
Which 401(k) plans are similar in size to Bell Investment Advisors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kalkaska Screw Products, Inc. Employee Stock Ownership and 401(k) Plan in MI ($7M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Bell Investment Advisors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sanztosalas, Inc 401(k) Plan in NC (15 participants, $8K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943129063.

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.