401(k) · DOL Form 5500 · 2024

Belotz Holdings Incorporated 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
41st
Percentile by assets National rank
$2.4M
Avg per participant High balance/head
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Official DOL plan name: Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust · Sponsored by Belotz Holdings Incorporated · California · Information & Media

$5M in assets, 2 participants

Belotz Holdings Incorporated's Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #721 in Information & Media (2,822 peers)

Belotz Holdings Incorporated multi-year trail

Belotz Holdings Incorporated's plans moved +42.1% in assets from 2023 to 2024; this filing shows Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust at $5M / 2 participants.

#721
in Information & Media (2,822 peers)
+42.1%
assets growth YoY

Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Information & Media and all filers

Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,856,220 41st percentile higher than 41% 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

Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 202887966 · Belotz Holdings Incorporated PY 2024 · 401(k)

Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust · $5M · 2 · 41st

  • EBSA $5M
  • EBSA 2
  • EBSA 41st
  • EBSA 401(k)
  • EBSA near Cranford Dental 401(k) Plan
  • EBSA ind #721

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 Information & Media retirement plans → · Plans in California →

Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Belotz Holdings Incorporated 401(k) Profit Sharing Plan & TrustBelotz Holdings Incorporated…$5MCranford Dental 401(k) Plan$5MWhitcraft -Utica Bargained 401(k) PlanWhitcraft -Utica Bargained 4…$5MWintech 401(k) Plan$5MG.a. Mosites Company of Ft. Worth, Inc. and Associated Companies 401(k) & Profit Sharing Plan & Trust.G.a. Mosites Company of Ft. …$5M
End-of-year total assets ($M) among Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Belotz Holdings Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Belotz Holdings Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$5M 42.06934401808669% vs 2023
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 20232024 $3.42M $4.86M ▲ +42.1%
Year Plans Participants Total Assets
2023 1 2 $3M
2024 1 2 $5M

Belotz Holdings Incorporated filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN202887966
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.

Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00485622 · Participants: 2Belotz Holdings Incorporated 401(k) Profit Sharing Plan & TrustGoogle 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
Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cranford Dental 401(k) Plan in SC ($5M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust surged - up 42.1% during 2024, from $3M to $5M. Reported net income was $1M.
How have Belotz Holdings Incorporated plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Belotz Holdings Incorporated's sponsor-wide assets grew 42.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cranford Dental 401(k) Plan in SC ($5M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Belotz Holdings Incorporated 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 202887966.

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.