401(k) · DOL Form 5500 · 2024
Ballast Investments, LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 168
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $35,654
- Avg per participant Low balance/head
Official DOL plan name: Ballast Investments, LLC 401(k) Plan · Sponsored by Ballast Investments, LLC · California · Real Estate
$6M in assets, 168 participants
Ballast Investments, LLC's Ballast Investments, LLC 401(k) Plan reported $6M in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #2,988 in Real Estate (4,605 peers)
Coverage in California
Ballast Investments, LLC 401(k) Plan covers 168 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $6M.
- #2,988
- in Real Estate (4,605 peers)
- +38.2%
- assets growth YoY
Ballast Investments, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Ballast Investments, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,989,870 45th percentile higher than 45% 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
Ballast Investments, LLC 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. Ballast Investments, LLC 401(k) Plan sits mid-pack in the medium band (168 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ballast Investments, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Ballast Investments, LLC 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Ballast Investments, LLC 401(k) Plan reported participants rose from 161 in the plan year 2023 filing to 168 in the plan year 2024 filing.
DOL schedule card
Filing strip 471811248 · Ballast Investments, LLC PY 2024 · 401(k)
Ballast Investments, LLC 401(k) Plan · $6M · 168 · 45th
- TYPE $6M
- NET 168
- BOOK 45th
- VS-ST 401(k)
- BOY near Co-Op 401(k) Plan
- SCH ind #2988
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 California →
Ballast Investments, LLC 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $2M |
| Employer EIN | 471811248 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ballast Investments, LLC)
Sponsor-wide plan assets over time
All Ballast Investments, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 91.8712109418294% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $3M |
| 2023 | 1 | 161 | $4M |
| 2024 | 1 | 168 | $6M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Ballast Investments, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Co-Op 401(k) Plan in SD ($6M); by covered participants it is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 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 (168 participants); asset peers above are excluded.
- Illinois Retina Associates, S.C. 401(k) Plan (IL) 168 · 0 off
- Metalworks, Inc. 401(k) Profit Sharing Plan & Trust (NE) 168 · 0 off
- Ebq Retirement Plan (TX) 168 · 0 off
- The Tobin Group 401(k) Plan (MI) 168 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.