401(k) · DOL Form 5500 · 2024

Ballard Fish & Oyster Co., LLC 401(k) Plan

Data updated 2026-08-11

$5M
Total assets
131
Participants
40th
Percentile by assets
$34,424
Avg per participant
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Official DOL plan name: Ballard Employees' 401(k) Retirement Plan · Sponsored by Ballard Fish & Oyster Co., LLC · Virginia · Agriculture, Forestry & Fishing

$5M in assets, 131 participants

Ballard Fish & Oyster Co., LLC's Ballard Employees' 401(k) Retirement Plan reported $5M in total assets and 131 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.

  • 40th percentile by assets (of 123,622 plans)
  • #504 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in Virginia

Ballard Employees' 401(k) Retirement Plan covers 131 participants in Virginia, about 17% of the average Virginia filer (state average ~782 per filing). Assets: $5M.

$5M
total plan assets (2024 EOY)
131
covered participants
40th
percentile by assets (of 123,622 plans)
$34,424
avg assets per participant

Where Ballard Employees' 401(k) Retirement Plan sits by total assets

Ballard Employees' 401(k) Retirement Plan vs every filed plan by assets

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

$4,509,549 40th percentile higher than 40% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ballard Employees' 401(k) Retirement Plan reported participants rose from 104 in the plan year 2023 filing to 131 in the plan year 2024 filing.
  • Ballard Employees' 401(k) Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Ballard Employees' 401(k) Retirement Plan reported net income rose from $699K in the plan year 2023 filing to $784K in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Virginia
Industry
Agriculture, Forestry & Fishing

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Ballard Employees' 401(k) Retirement Plan reports 131 participants - about 17% of that state average ($5M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$784K
Employer EIN540131920
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ballard Fish & Oyster Co., LLC)

$3M$3.5M$4M$4.5M$5M 202220232024 $3.32M $4.51M ▲ +35.8%
Total plan assets by year, all Ballard Fish & Oyster Co., LLC plans on file
Year Plans Participants Total Assets
2022 1 91 $3M
2023 1 104 $4M
2024 1 131 $5M

Nearby 401(k) Plans in Virginia

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

Ballard Employees' 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ballard Employees' 4…, Total assets ($B): 0.004509549 · Participants: 131Ballard Employees' 4…Northrop Grumman Sav…, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Sav…401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Cor…, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Cor…Capital One Financia…, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financia…Leidos, Inc. Retirem…, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirem…
Ballard Employees' 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Ballard Employees' 401(k) Retirement Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ballard Employees' 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Ballard Employees' 401(k) Retirement Plan assets move in 2024? ▼
Ballard Employees' 401(k) Retirement Plan grew sharply - up 21.0% during 2024, from $4M to $5M. Reported net income was $784K.
How have Ballard Fish & Oyster Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ballard Fish & Oyster Co., LLC's sponsor-wide assets grew 35.8%, from $3M to $5M.
Which 401(k) plans are similar in size to Ballard Employees' 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Xwell 401(k) Retirement Plan in NY ($5M, 316 participants).

Next read for Ballard Employees' 401(k) Retirement Pla…

Filing takeaways

Ways to act on Ballard Employees' 401(k) Retirement Plan's numbers.

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 540131920.

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.