401(k) · DOL Form 5500 · 2024
Belmont Group Inc 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $368,736
- Avg per participant High balance/head
Official DOL plan name: Belmont Group Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Belmont Group Inc · Texas · Real Estate
$4M in assets, 12 participants
Belmont Group Inc's Belmont Group Inc 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #2,744 in Real Estate (4,605 peers)
Real Estate sector rank
Within Real Estate, Belmont Group Inc 401(k) Profit Sharing Plan & Trust ranks #2,744 of 4,605 2024 filers by assets (587% of the sector average)-$4M for 12 participants.
- #2,744
- in Real Estate (4,605 peers)
- -48.4%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Belmont Group Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Real Estate and all filers
Belmont Group Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,424,832 40th percentile higher than 40% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Belmont Group Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Belmont Group Inc 401(k) Profit Sharing Plan & Trust is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Belmont Group Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $983K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- Belmont Group Inc 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $9M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Belmont Group Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 14 in the plan year 2023 filing to 12 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 752231729 · Belmont Group Inc PY 2024 · 401(k)
Belmont Group Inc 401(k) Profit Sharing Plan & Trust · $4M · 12 · 40th
- BOOK $4M
- BOOK 12
- BOOK 40th
- BOOK 401(k)
- BOOK near Psi-Med, Inc.401(k) Plan
- BOOK ind #2744
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 Real Estate retirement plans → · Plans in Texas →
Belmont Group Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Real Estate filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$4M |
| Employer EIN | 752231729 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Belmont Group Inc)
Sponsor-wide plan assets over time
All Belmont Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 48.37433655586931% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 14 | $9M |
| 2024 | 1 | 12 | $4M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Belmont Group Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Psi-Med, Inc.401(k) Plan in WV ($4M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Psi-Med, Inc.401(k) Plan (WV) $4M · 129
- Gold Country Casino 401(k) Plan (CA) $4M · 245
- Beebe, Inc. Retirement Savings Plan (NJ) $4M · 8
- Moyer Auto Group 401(k) Plan (PA) $4M · 231
Similar participant headcount
Nearest other-state filings by covered participants (12 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.