401(k) · DOL Form 5500 · 2024

Bradley Caldwell, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
348
Participants Below avg headcount
77th
Percentile by assets National rank
$86,386
Avg per participant Below avg balance/head
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Official DOL plan name: Bradley Caldwell, Inc. 401(k) Retirement Savings Plan · Sponsored by Bradley Caldwell, Inc. · Pennsylvania · Wholesale Trade

$30M in assets, 348 participants

Bradley Caldwell, Inc.'s Bradley Caldwell, Inc. 401(k) Retirement Savings Plan reported $30M in total assets and 348 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,601 in Wholesale Trade (6,080 peers)

Coverage in Pennsylvania

Bradley Caldwell, Inc. 401(k) Retirement Savings Plan covers 348 participants in Pennsylvania, about 42% of the average Pennsylvania filer (state average ~822 per filing). Assets: $30M.

#4,601
in Wholesale Trade (6,080 peers)
+10.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bradley Caldwell, Inc. 401(k) Retirement Savings Plan's outsized position by total assets

Bradley Caldwell, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$30,062,308 Top 23% higher than 77% 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

Bradley Caldwell, Inc. 401(k) Retirement Savings 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. Bradley Caldwell, Inc. 401(k) Retirement Savings Plan sits mid-pack in the medium band (348 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bradley Caldwell, Inc. 401(k) Retirement Savings Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Bradley Caldwell, Inc. 401(k) Retirement Savings Plan reported participants fell from 404 in the plan year 2023 filing to 348 in the plan year 2024 filing.
  • Bradley Caldwell, Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 210698772 · Bradley Caldwell, Inc. PY 2024 · 401(k)

Bradley Caldwell, Inc. 401(k) Retirement Savings Plan · $30M · 348 · 77th

  • RANK $30M
  • PHOTO 348
  • IND 77th
  • EOY 401(k)
  • 5500 near Chevy Chase Club, Inc. 401(k) Retirement Plan
  • ASSETS ind #4601

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Bradley Caldwell, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

Wiser Plan - Walker Information Savings Employee Retirement PlanWiser Plan - Walker Informat…$30MInsight2profit 401(k) Profit Sharing PlanInsight2profit 401(k) Profit…$30MP E Systems, Inc. 401(k) and Profit Sharing PlanP E Systems, Inc. 401(k) and…$30MBradley Caldwell, Inc. 401(k) Retirement Savings PlanBradley Caldwell, Inc. 401(k…$30MChevy Chase Club, Inc. 401(k) Retirement PlanChevy Chase Club, Inc. 401(k…$30M
End-of-year total assets ($M) among Bradley Caldwell, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN210698772
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bradley Caldwell, Inc.)

Sponsor-wide plan assets over time

All Bradley Caldwell, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 27.252125139935902% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $23.6M $30.1M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 387 $24M
2023 1 404 $27M
2024 1 348 $30M

Nearby 401(k) Plans in Pennsylvania

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

Bradley Caldwell, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Bradley Caldwell, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.030062308 · Participants: 348Bradley Caldwell, Inc. 401(k) Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Bradley Caldwell, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Bradley Caldwell, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Bradley Caldwell, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Chevy Chase Club, Inc. 401(k) Retirement Plan in MD ($30M); by covered participants it is Opensquare 401(k) Retirement Plan in WA (348 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (348 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 Bradley Caldwell, Inc. 401(k) Retirement Savings Plan assets move in 2024? ▼
Bradley Caldwell, Inc. 401(k) Retirement Savings Plan grew at a solid clip - up 10.7% during 2024, from $27M to $30M. Reported net income was $3M.
How have Bradley Caldwell, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bradley Caldwell, Inc.'s sponsor-wide assets grew 27.3%, from $24M to $30M.
Where does Bradley Caldwell, Inc. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Bradley Caldwell, Inc. 401(k) Retirement Savings Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bradley Caldwell, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chevy Chase Club, Inc. 401(k) Retirement Plan in MD ($30M, 219 participants).
Which 401(k) plans cover a similar participant headcount to Bradley Caldwell, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Opensquare 401(k) Retirement Plan in WA (348 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 210698772.

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.