401(k) · DOL Form 5500 · 2024

Balt Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$150K
Total assets Small plan by assets
3
Participants Small participant base
8th
Percentile by assets National rank
$49,862
Avg per participant Low balance/head
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Official DOL plan name: Balt Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Balt Enterprises, Inc. · North Carolina · Retail Trade

$150K in assets, 3 participants

Balt Enterprises, Inc.'s Balt Enterprises, Inc. 401(k) Profit Sharing Plan reported $150K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,111 in Retail Trade (8,048 peers)

Balt Enterprises, Inc. multi-year trail

Balt Enterprises, Inc.'s plans moved +475.6% in assets from 2022 to 2024; this filing shows Balt Enterprises, Inc. 401(k) Profit Sharing Plan at $150K / 3 participants.

#1,111
in Retail Trade (8,048 peers)
+29.1%
assets growth YoY

Balt Enterprises, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Balt Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$149,585 8th percentile higher than 8% 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

Balt Enterprises, Inc. 401(k) Profit Sharing 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. Balt Enterprises, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Balt Enterprises, Inc. 401(k) Profit Sharing Plan reported net income fell from $90K in the plan year 2023 filing to $34K in the plan year 2024 filing.
  • Balt Enterprises, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $116K in the plan year 2023 filing to $150K in the plan year 2024 filing.
  • Balt Enterprises, Inc. 401(k) Profit Sharing Plan reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 460535370 · Balt Enterprises, Inc. PY 2024 · 401(k)

Balt Enterprises, Inc. 401(k) Profit Sharing Plan · $150K · 3 · 8th

  • VS-ST $150K
  • VS-ST 3
  • VS-ST 8th
  • VS-ST 401(k)
  • VS-ST near Wisdom Learning Corp. 401(k) Plan
  • VS-ST ind #1111

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 Retail Trade retirement plans → · Plans in North Carolina →

Balt Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Balt Enterprises, Inc. 401(k) Profit Sharing PlanBalt Enterprises, Inc. 401(k…$150KWisdom Learning Corp. 401(k) PlanWisdom Learning Corp. 401(k)…$150KDg4good, Inc. 401(k) Profit Sharing PlanDg4good, Inc. 401(k) Profit …$150KRoca Enterprises Retirement PlanRoca Enterprises Retirement …$150KCowgirls Retirement Plan$150K
End-of-year total assets ($M) among Balt Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Balt Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Balt Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$150K 475.5704336450036% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.03M $0.15M ▲ +400.0%
Year Plans Participants Total Assets
2022 1 4 $26K
2023 1 4 $116K
2024 1 3 $150K

Balt Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)$116K
Net Assets (End of Year)$150K
Net Income$34K
Employer EIN460535370
Plan Effective Date2012-07-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Balt Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Balt Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000149585 · Participants: 3Balt Enterprises, Inc. 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Balt Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Balt Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Balt Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Wisdom Learning Corp. 401(k) Plan in MO ($150K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($150K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Balt Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Balt Enterprises, Inc. 401(k) Profit Sharing Plan grew sharply - up 29.1% during 2024, from $116K to $150K. Reported net income was $34K.
How have Balt Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balt Enterprises, Inc.'s sponsor-wide assets grew 475.6%, from $26K to $150K.
Where does Balt Enterprises, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Balt Enterprises, Inc. 401(k) Profit Sharing Plan ranks in the 8th 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 Balt Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wisdom Learning Corp. 401(k) Plan in MO ($150K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Balt Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 460535370.

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.