401(k) · DOL Form 5500 · 2024

Balance and Therapy Excellence, Inc. 401(k) Plan

Data updated 2026-08-25

$317K
Total assets Small plan by assets
N/A
Participants Small participant base
14th
Percentile by assets National rank
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Official DOL plan name: Balance and Therapy Excellence, Inc. 401(k) Plan · Sponsored by Balance and Therapy Excellence, Inc. · Maryland · Healthcare & Social Assistance

$317K in assets, N/A participants

Balance and Therapy Excellence, Inc.'s Balance and Therapy Excellence, Inc. 401(k) Plan reported $317K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,660 in Healthcare & Social Assistance (16,916 peers)

Balance and Therapy Excellence, Inc. multi-year trail

Balance and Therapy Excellence, Inc.'s plans moved -22.2% in assets from 2023 to 2024; this filing shows Balance and Therapy Excellence, Inc. 401(k) Plan at $317K / N/A participants.

#1,660
in Healthcare & Social Assistance (16,916 peers)
-22.2%
assets change YoY

The plan reported a net loss of $91K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Balance and Therapy Excellence, Inc. 401(k) Plan among the smaller filed plans by assets

Balance and Therapy Excellence, Inc. 401(k) Plan vs every filed plan by assets

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

$317,319 14th percentile higher than 14% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Balance and Therapy Excellence, Inc. 401(k) Plan reported net income fell from $408K in the plan year 2023 filing to -$91K in the plan year 2024 filing.
  • Balance and Therapy Excellence, Inc. 401(k) Plan end-of-year assets fell from $408K in the plan year 2023 filing to $317K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 922725190 · Balance and Therapy Excellence, Inc. PY 2024 · 401(k)

Balance and Therapy Excellence, Inc. 401(k) Plan · $317K · N/A · 14th

  • SCH $317K
  • EBSA N/A
  • PART 14th
  • TYPE 401(k)
  • NET near Kylbride Enterprises, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #1660

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 Healthcare & Social Assistance retirement plans → · Plans in Maryland →

Balance and Therapy Excellence, Inc. 401(k) Plan in the asset neighbourhood

Balance and Therapy Excellence, Inc. 401(k) PlanBalance and Therapy Excellen…$317KKylbride Enterprises, Inc. 401(k) Profit Sharing PlanKylbride Enterprises, Inc. 4…$317KMarcinkoski Gradall, Inc. 401(k) Profit Sharing Plan & TrustMarcinkoski Gradall, Inc. 40…$317KGreen on Demand, Inc. 401(k) Profit Sharing PlanGreen on Demand, Inc. 401(k)…$317KAnzovino Incorporated 401(k) PlanAnzovino Incorporated 401(k)…$317K
End-of-year total assets ($M) among Balance and Therapy Excellence, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Balance and Therapy Excellence, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Balance and Therapy Excellence, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$317K 22.21429622003236% vs 2023
2024 filing year
$0.3M$0.35M$0.4M$0.45M 20232024 $0.41M $0.32M ▼ -22.0%
Year Plans Participants Total Assets
2023 1 N/A $408K
2024 1 N/A $317K

Balance and Therapy Excellence, Inc. filing trail (2024)

Total Assets (Beginning of Year)$408K
Net Assets (End of Year)$317K
Net Income-$91K
Employer EIN922725190
Plan Effective Date2023-03-08
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Balance and Therapy Excellence, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Balance and Therapy Excellence, Inc. 401(k) Plan, Total assets ($B): 0.000317319 · Participants: 0Balance and Therapy Excellence, Inc. 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Balance and Therapy Excellence, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Balance and Therapy Excellence, Inc. 401(k) Plan side-by-side with 3 peers →

Balance and Therapy Excellence, Inc. 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside Maryland, the nearest 401(k) by end-of-year assets is Kylbride Enterprises, Inc. 401(k) Profit Sharing Plan in CO at $317K (this filing: $317K).

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 Balance and Therapy Excellence, Inc. 401(k) Plan assets move in 2024? ▼
Balance and Therapy Excellence, Inc. 401(k) Plan declined sharply - down 22.2% during 2024, from $408K to $317K. Reported net income was -$91K.
How have Balance and Therapy Excellence, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Balance and Therapy Excellence, Inc.'s sponsor-wide assets declined 22.2%, from $408K to $317K.
Where does Balance and Therapy Excellence, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Balance and Therapy Excellence, Inc. 401(k) Plan ranks in the 14th 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 Balance and Therapy Excellence, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kylbride Enterprises, Inc. 401(k) Profit Sharing Plan in CO ($317K, 3 participants).

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 922725190.

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.