401(k) · DOL Form 5500 · 2023

Belmark, Inc. 401(k) Plan

Data updated 2026-08-25

$159M
Total assets Near avg plan size
1,211
Participants Near avg headcount
94th
Percentile by assets National rank
$130,927
Avg per participant Near avg balance/head
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Official DOL plan name: Belmark Employees' Retirement Savings Plan and Trust · Sponsored by Belmark, Inc. · Wisconsin · Manufacturing

$159M in assets, 1,211 participants

Belmark, Inc.'s Belmark Employees' Retirement Savings Plan and Trust reported $159M in total assets and 1,211 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,947 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Belmark Employees' Retirement Savings Plan and Trust covers 1,211 participants in Wisconsin, 2.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $159M.

#16,947
in Manufacturing (18,722 peers)
+25.9%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Belmark Employees' Retirement Savings Plan and Trust's outsized position by total assets

Belmark Employees' Retirement Savings Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$158,552,143 Top 6% higher than 94% of 127,068 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 2023

Belmark Employees' Retirement Savings Plan and Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Belmark Employees' Retirement Savings Plan and Trust lands in the large band (1,211 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Belmark Employees' Retirement Savings Plan and Trust reported net income rose from $20M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Belmark Employees' Retirement Savings Plan and Trust end-of-year assets rose from $126M in the plan year 2022 filing to $159M in the plan year 2023 filing.
  • Belmark Employees' Retirement Savings Plan and Trust reported participants rose from 1,159 in the plan year 2022 filing to 1,211 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391283237 · Belmark, Inc. PY 2023 · 401(k)

Belmark Employees' Retirement Savings Plan and Trust · $159M · 1,211 · 94th

  • RANK $159M
  • PHOTO 1,211
  • IND 94th
  • EOY 401(k)
  • 5500 near Millennium Physician Group 401(k) Plan & Trust
  • ASSETS ind #16947

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 Manufacturing retirement plans → · Plans in Wisconsin →

Belmark Employees' Retirement Savings Plan and Trust in the asset neighbourhood

AFL Telecommunications, LLC Svgs and IncentivAFL Telecommunications, LLC …$159MChemonics International, Inc. 401(k) Profit Sharing PlanChemonics International, Inc…$159MFabick 401(k) Profit Sharing PlanFabick 401(k) Profit Sharing…$159MMillennium Physician Group 401(k) Plan & TrustMillennium Physician Group 4…$159MBelmark Employees' Retirement Savings Plan and TrustBelmark Employees' Retiremen…$159M
End-of-year total assets ($M) among Belmark Employees' Retirement Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$126M
Net Assets (End of Year)$158M
Net Income$32M
Employer EIN391283237
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belmark, Inc.)

Sponsor-wide plan assets over time

All Belmark, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$184M 46.28954171962949% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $126M $184M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 1,159 $126M
2023 1 1,211 $159M
2024 1 1,301 $184M

Nearby 401(k) Plans in Wisconsin

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

Belmark Employees' Retirement Savings Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Belmark Employees' Retirement Savings Plan and Trust, Total assets ($B): 0.158552143 · Participants: 1211Belmark Employees' Retirement Savings Plan and TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Belmark Employees' Retirement Savings Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Belmark Employees' Retirement Savings Plan and Trust side-by-side with 3 peers →

Belmark Employees' Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Millennium Physician Group 401(k) Plan & Trust in FL ($159M); by covered participants it is Terteling Employees' Profit Sharing and Thrift Savings Plan in ID (1,211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,211 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Belmark Employees' Retirement Savings Plan and Trust assets move in 2023? ▼
Belmark Employees' Retirement Savings Plan and Trust grew sharply - up 25.9% during 2023, from $126M to $159M. Reported net income was $32M.
How have Belmark, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belmark, Inc.'s sponsor-wide assets grew 46.3%, from $126M to $184M.
Where does Belmark Employees' Retirement Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Belmark Employees' Retirement Savings Plan and Trust ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Belmark Employees' Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Millennium Physician Group 401(k) Plan & Trust in FL ($159M, 3,504 participants).
Which 401(k) plans cover a similar participant headcount to Belmark Employees' Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Terteling Employees' Profit Sharing and Thrift Savings Plan in ID (1,211 participants, $162M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391283237.

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.