401(k) · DOL Form 5500 · 2024

Bedel Financial Consulting, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
23
Participants Small participant base
63rd
Percentile by assets National rank
$606,381
Avg per participant High balance/head
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Official DOL plan name: Bfc 401(k) Plan · Sponsored by Bedel Financial Consulting, Inc. · Indiana · Finance & Insurance

$14M in assets, 23 participants

Bedel Financial Consulting, Inc.'s Bfc 401(k) Plan reported $14M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,007 in Finance & Insurance (8,549 peers)

Bedel Financial Consulting, Inc. multi-year trail

Bedel Financial Consulting, Inc.'s plans moved +49.6% in assets from 2022 to 2024; this filing shows Bfc 401(k) Plan at $14M / 23 participants.

#4,007
in Finance & Insurance (8,549 peers)
+18.9%
assets growth YoY

Bfc 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Bfc 401(k) Plan vs every filed plan by assets

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

$13,946,754 Top 37% higher than 63% 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

Bfc 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. Bfc 401(k) Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bfc 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Bfc 401(k) Plan reported participants rose from 21 in the plan year 2023 filing to 23 in the plan year 2024 filing.
  • Bfc 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 351892261 · Bedel Financial Consulting, Inc. PY 2024 · 401(k)

Bfc 401(k) Plan · $14M · 23 · 63rd

  • RANK $14M
  • PHOTO 23
  • IND 63rd
  • EOY 401(k)
  • 5500 near Ais Global 401(k) Plan
  • ASSETS ind #4007

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 Indiana →

Bfc 401(k) Plan in the asset neighbourhood

Bfc 401(k) Plan$14MAis Global 401(k) Plan$14MInvestment Corporation of Palm Beach 401(k) PlanInvestment Corporation of Pa…$14MGizmodo Media Group 401(k) PlanGizmodo Media Group 401(k) P…$14MEast Coast Seafood Group, LLC 401(k) Profit Sharing PlanEast Coast Seafood Group, LL…$14M
End-of-year total assets ($M) among Bfc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bedel Financial Consulting, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bedel Financial Consulting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 49.63498269462949% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.32M $14M ▲ +49.7%
Year Plans Participants Total Assets
2022 1 21 $9M
2023 1 21 $12M
2024 1 23 $14M

Bedel Financial Consulting, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN351892261
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Bfc 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Bfc 401(k) Plan, Total assets ($B): 0.013946754 · Participants: 23Bfc 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Bfc 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Bfc 401(k) Plan side-by-side with 3 peers →

Bfc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Ais Global 401(k) Plan in ID ($14M); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Bfc 401(k) Plan assets move in 2024? ▼
Bfc 401(k) Plan grew sharply - up 18.9% during 2024, from $12M to $14M. Reported net income was $2M.
How have Bedel Financial Consulting, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bedel Financial Consulting, Inc.'s sponsor-wide assets grew 49.6%, from $9M to $14M.
Which 401(k) plans are similar in size to Bfc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ais Global 401(k) Plan in ID ($14M, 215 participants).
Which 401(k) plans cover a similar participant headcount to Bfc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants, $5M 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 351892261.

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.