401(k) · DOL Form 5500 · 2024
Balke Brown Transwestern, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 198
- Participants Below avg headcount
- 46th
- Percentile by assets National rank
- $30,667
- Avg per participant Low balance/head
Official DOL plan name: Balke Brown Transwestern Inc. 401(k) Plan · Sponsored by Balke Brown Transwestern, Inc. · Missouri · Real Estate
$6M in assets, 198 participants
Balke Brown Transwestern, Inc.'s Balke Brown Transwestern Inc. 401(k) Plan reported $6M in total assets and 198 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #3,000 in Real Estate (4,605 peers)
Coverage in Missouri
Balke Brown Transwestern Inc. 401(k) Plan covers 198 participants in Missouri, about 27% of the average Missouri filer (state average ~737 per filing). Assets: $6M.
- #3,000
- in Real Estate (4,605 peers)
- +19.4%
- assets growth YoY
Balke Brown Transwestern Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Balke Brown Transwestern Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,072,038 46th percentile higher than 46% 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
Balke Brown Transwestern Inc. 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Balke Brown Transwestern Inc. 401(k) Plan sits mid-pack in the medium band (198 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Balke Brown Transwestern Inc. 401(k) Plan reported net income rose from $760K in the plan year 2023 filing to $985K in the plan year 2024 filing.
- Balke Brown Transwestern Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Balke Brown Transwestern Inc. 401(k) Plan reported participants rose from 166 in the plan year 2023 filing to 198 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 431176330 · Balke Brown Transwestern, Inc. PY 2024 · 401(k)
Balke Brown Transwestern Inc. 401(k) Plan · $6M · 198 · 46th
- EOY $6M
- EOY 198
- EOY 46th
- EOY 401(k)
- EOY near Premiere Fibers, LLC Associates Savings Plan
- EOY ind #3000
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 Missouri →
Balke Brown Transwestern Inc. 401(k) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $985K |
| Employer EIN | 431176330 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Balke Brown Transwestern, Inc.)
Sponsor-wide plan assets over time
All Balke Brown Transwestern, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 37.83343929845945% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 257 | $10M |
| 2023 | 2 | 306 | $12M |
| 2024 | 2 | 334 | $14M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Balke Brown Transwestern Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Premiere Fibers, LLC Associates Savings Plan in VA ($6M); by covered participants it is Alltrails 401(k) Plan in CA (198 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (198 participants); asset peers above are excluded.
- Alltrails 401(k) Plan (CA) 198 · 0 off
- Rockland Federal Credit Union 401(k) Profit Sharing Plan (MA) 198 · 0 off
- 401(k) Plan of Digitalbridge Group Advisors, LLC (FL) 198 · 0 off
- K-1 Packaging Group 401(k) Profit Sharing Plan (CA) 198 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.