401(k) · DOL Form 5500 · 2024
Bagg Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $177K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $176,746
- Avg per participant Above avg balance/head
Official DOL plan name: Bagg Enterprises, Inc. 401(k) Plan · Sponsored by Bagg Enterprises, Inc. · Michigan · Real Estate
$177K in assets, 1 participants
Bagg Enterprises, Inc.'s Bagg Enterprises, Inc. 401(k) Plan reported $177K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 10th 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.
- #644 in Real Estate (4,605 peers)
2024 asset change
Bagg Enterprises, Inc. 401(k) Plan pulled back noticeably 11.3% in 2024 ($199K → $177K) for 1 participant.
- #644
- in Real Estate (4,605 peers)
- -11.3%
- assets change YoY
The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bagg Enterprises, Inc. 401(k) Plan among the smaller filed plans by assets
Bagg Enterprises, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$176,746 10th percentile higher than 10% 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
Bagg Enterprises, Inc. 401(k) 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. Bagg Enterprises, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bagg Enterprises, Inc. 401(k) Plan reported net income fell from $12K in the plan year 2023 filing to -$22K in the plan year 2024 filing.
- Bagg Enterprises, Inc. 401(k) Plan end-of-year assets fell from $199K in the plan year 2023 filing to $177K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 821047325 · Bagg Enterprises, Inc. PY 2024 · 401(k)
Bagg Enterprises, Inc. 401(k) Plan · $177K · 1 · 10th
- PCT $177K
- PCT 1
- PCT 10th
- PCT 401(k)
- PCT near Living the Life, Inc. 401(k) Plan
- PCT ind #644
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 Michigan →
Bagg Enterprises, Inc. 401(k) Plan in the asset neighbourhood
Bagg Enterprises, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Bagg Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $177K 5.64186339515466% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $187K |
| 2023 | 1 | 1 | $199K |
| 2024 | 1 | 1 | $177K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $199K |
|---|---|
| Net Assets (End of Year) | $177K |
| Net Income | -$22K |
| Employer EIN | 821047325 |
| Plan Effective Date | 2017-03-31 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Bagg Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Living the Life, Inc. 401(k) Plan in WA ($177K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($177K here).
- Living the Life, Inc. 401(k) Plan (WA) $177K · 2
- Duvall Technology Corp 401(k) Plan (TX) $177K · 6
- Parceros Capital Inc. 401(k) Plan (NY) $177K · N/A
- Secure Shield Investment Plan (OH) $177K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.