401(k) · DOL Form 5500 · 2024

Bleecker Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$865K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$216,323
Avg per participant Above avg balance/head
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Official DOL plan name: Bleecker Financial Group Retirement Plan · Sponsored by Bleecker Financial Group, Inc. · Texas · Finance & Insurance

$865K in assets, 4 participants

Bleecker Financial Group, Inc.'s Bleecker Financial Group Retirement Plan reported $865K in total assets and 4 participants in its 2024 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.

  • #1,053 in Finance & Insurance (8,549 peers)

Bleecker Financial Group, Inc. multi-year trail

Bleecker Financial Group, Inc.'s plans moved +33.4% in assets from 2022 to 2024; this filing shows Bleecker Financial Group Retirement Plan at $865K / 4 participants.

#1,053
in Finance & Insurance (8,549 peers)
+18.8%
assets growth YoY

Bleecker Financial Group Retirement Plan among the smaller filed plans by assets

Bleecker Financial Group Retirement Plan vs every filed plan by assets

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

$865,292 22nd percentile higher than 22% 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

Bleecker Financial Group Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bleecker Financial Group Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bleecker Financial Group Retirement Plan reported net income rose from $79K in the plan year 2023 filing to $136K in the plan year 2024 filing.
  • Bleecker Financial Group Retirement Plan end-of-year assets rose from $728K in the plan year 2023 filing to $865K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 831060945 · Bleecker Financial Group, Inc. PY 2024 · 401(k)

Bleecker Financial Group Retirement Plan · $865K · 4 · 22nd

  • SCH $865K
  • SCH 4
  • SCH 22nd
  • SCH 401(k)
  • SCH near Logic Minds Corporation 401(k) Profit Sharing Plan & Trust
  • SCH ind #1053

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 Texas →

Bleecker Financial Group Retirement Plan in the asset neighbourhood

Bleecker Financial Group Retirement PlanBleecker Financial Group Ret…$865KLogic Minds Corporation 401(k) Profit Sharing Plan & TrustLogic Minds Corporation 401(…$865KElizabeth a Mustico Indiv 401(k)Elizabeth a Mustico Indiv 40…$865KOnward Manufacturing 401(k) PlanOnward Manufacturing 401(k) …$866KOm Ganesh One Inc 401(k) Profit Sharing Plan & TrustOm Ganesh One Inc 401(k) Pro…$865K
End-of-year total assets ($M) among Bleecker Financial Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bleecker Financial Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bleecker Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$865K 33.419268492377626% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M 202220232024 $0.65M $0.87M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 3 $649K
2023 1 4 $728K
2024 1 4 $865K

Bleecker Financial Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$728K
Net Assets (End of Year)$864K
Net Income$136K
Employer EIN831060945
Plan Effective Date2018-06-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Bleecker Financial Group Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Bleecker Financial Group Retirement Plan, Total assets ($B): 0.000865292 · Participants: 4Bleecker Financial Group Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Bleecker Financial Group Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Bleecker Financial Group Retirement Plan side-by-side with 3 peers →

Bleecker Financial Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Logic Minds Corporation 401(k) Profit Sharing Plan & Trust in OR ($865K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Bleecker Financial Group Retirement Plan assets move in 2024? ▼
Bleecker Financial Group Retirement Plan grew sharply - up 18.8% during 2024, from $728K to $865K. Reported net income was $136K.
How have Bleecker Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bleecker Financial Group, Inc.'s sponsor-wide assets grew 33.4%, from $649K to $865K.
Where does Bleecker Financial Group Retirement Plan rank by assets among Form 5500 filers? ▼
Bleecker Financial Group Retirement Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Bleecker Financial Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Logic Minds Corporation 401(k) Profit Sharing Plan & Trust in OR ($865K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Bleecker Financial Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 831060945.

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.