Profit Sharing · DOL Form 5500 · 2024

Ballentine Consulting Group Profit Sharing Plan

Data updated 2026-08-25

$882K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$882,215
Avg per participant High balance/head
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Official DOL plan name: Ballentine Consulting Group 401(k) Plan · Sponsored by Ballentine Consulting Group · Michigan · Professional & Technical Services

$882K in assets, 1 participants

Ballentine Consulting Group's Ballentine Consulting Group 401(k) Plan reported $882K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,454 in Professional & Technical Services (20,173 peers)

Ballentine Consulting Group multi-year trail

Ballentine Consulting Group's plans moved +110.1% in assets from 2022 to 2024; this filing shows Ballentine Consulting Group 401(k) Plan at $882K / 1 participant.

#3,454
in Professional & Technical Services (20,173 peers)
+39.6%
assets growth YoY

Ballentine Consulting Group 401(k) Plan among the smaller filed plans by assets

Ballentine Consulting Group 401(k) Plan vs every filed plan by assets

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

$882,215 22nd percentile higher than 22% 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

Ballentine Consulting Group 401(k) 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. Ballentine Consulting Group 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ballentine Consulting Group 401(k) Plan end-of-year assets rose from $632K in the plan year 2023 filing to $882K in the plan year 2024 filing.
  • Ballentine Consulting Group 401(k) Plan reported net income rose from $212K in the plan year 2023 filing to $250K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 455527203 · Ballentine Consulting Group PY 2024 · Profit Sharing

Ballentine Consulting Group 401(k) Plan · $882K · 1 · 22nd

  • EIN $882K
  • RANK 1
  • PHOTO 22nd
  • IND Profit Sharing
  • EOY near Action Agency Profit Sharing Plan
  • 5500 ind #3454

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 Professional & Technical Services retirement plans → · Plans in Michigan →

Ballentine Consulting Group 401(k) Plan in the asset neighbourhood

Ballentine Consulting Group 401(k) PlanBallentine Consulting Group …$882KAction Agency Profit Sharing PlanAction Agency Profit Sharing…$882KCarrollton Manor, Inc. Profit Sharing PlanCarrollton Manor, Inc. Profi…$883KHeli-Arc Manufacturing Corp. Retirement PlanHeli-Arc Manufacturing Corp.…$881KParkside Business Ventures Inc. Retirement PlanParkside Business Ventures I…$881K
End-of-year total assets ($M) among Ballentine Consulting Group 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Ballentine Consulting Group multi-year asset trail

Sponsor-wide plan assets over time

All Ballentine Consulting Group plans reported in each filing year

Latest sponsor-wide plan assets
$882K 110.14024991544036% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.42M $0.88M ▲ +109.5%
Year Plans Participants Total Assets
2022 1 1 $420K
2023 1 1 $632K
2024 1 1 $882K

Ballentine Consulting Group filing trail (2024)

Total Assets (Beginning of Year)$632K
Net Assets (End of Year)$882K
Net Income$250K
Employer EIN455527203
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Michigan

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Ballentine Consulting Group 401(k) Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Ballentine Consulting Group 401(k) Plan, Total assets ($B): 0.000882215 · Participants: 1Ballentine Consulting Group 401(k) PlanHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.838163362 · Participants: 13461Henry Ford Health System Retirement Savings PlanHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.339745231 · Participants: 1472Hemlock Semiconductor Operations LLC Employees' Capital Accumulation PlanIron Workers Defined Contribution Pension Fund Plan, Total assets ($B): 0.231623418 · Participants: 5319Iron Workers Defined Contribution Pension Fund PlanNECA-IBEW Memphis Retirement Plan, Total assets ($B): 0.229985274 · Participants: 2755NECA-IBEW Memphis Retirement PlanPlumbers and Pipefitters Local Union 520 Annuity Plan, Total assets ($B): 0.219548504 · Participants: 1639Plumbers and Pipefitters Local Union 520 Annuity Plan
Ballentine Consulting Group 401(k) Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare Ballentine Consulting Group 401(k) Plan side-by-side with 3 peers →

Ballentine Consulting Group 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Action Agency Profit Sharing Plan in NY ($882K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Ballentine Consulting Group 401(k) Plan assets move in 2024? ▼
Ballentine Consulting Group 401(k) Plan surged - up 39.6% during 2024, from $632K to $882K. Reported net income was $250K.
How have Ballentine Consulting Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ballentine Consulting Group's sponsor-wide assets grew 110.1%, from $420K to $882K.
Where does Ballentine Consulting Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Ballentine Consulting Group 401(k) Plan ranks in the 22nd 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 Profit Sharing plans are similar in size to Ballentine Consulting Group 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Action Agency Profit Sharing Plan in NY ($882K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Ballentine Consulting Group 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 455527203.

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.