401(k) · DOL Form 5500 · 2024

Bundtastic Trio, Inc. 401(k) Plan

Data updated 2026-08-25

$711K
Total assets Small plan by assets
39
Participants Small participant base
20th
Percentile by assets National rank
$18,227
Avg per participant Low balance/head
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Official DOL plan name: Bundtastic Trio, Inc. 401(k) Plan · Sponsored by Bundtastic Trio, Inc. · California · Manufacturing

$711K in assets, 39 participants

Bundtastic Trio, Inc.'s Bundtastic Trio, Inc. 401(k) Plan reported $711K in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,453 in Manufacturing (17,777 peers)

2024 asset change

Bundtastic Trio, Inc. 401(k) Plan declined sharply 29.0% in 2024 ($1M → $711K) for 39 participants.

#1,453
in Manufacturing (17,777 peers)
-29.0%
assets change YoY

The plan reported a net loss of $290K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bundtastic Trio, Inc. 401(k) Plan among the smaller filed plans by assets

Bundtastic Trio, Inc. 401(k) Plan vs every filed plan by assets

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

$710,854 20th percentile higher than 20% 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

Bundtastic Trio, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bundtastic Trio, Inc. 401(k) Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bundtastic Trio, Inc. 401(k) Plan reported net income fell from $247K in the plan year 2023 filing to -$290K in the plan year 2024 filing.
  • Bundtastic Trio, Inc. 401(k) Plan end-of-year assets fell from $1M in the plan year 2023 filing to $711K in the plan year 2024 filing.
  • Bundtastic Trio, Inc. 401(k) Plan reported participants rose from 34 in the plan year 2023 filing to 39 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 461718925 · Bundtastic Trio, Inc. PY 2024 · 401(k)

Bundtastic Trio, Inc. 401(k) Plan · $711K · 39 · 20th

  • RANK $711K
  • PHOTO 39
  • IND 20th
  • EOY 401(k)
  • 5500 near Duck Nuts Inc. 401(k) Plan
  • ASSETS ind #1453

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 California →

Bundtastic Trio, Inc. 401(k) Plan in the asset neighbourhood

Bundtastic Trio, Inc. 401(k) PlanBundtastic Trio, Inc. 401(k)…$711KDuck Nuts Inc. 401(k) Plan$711KG. Waters & Associates Inc. 401(k) PlanG. Waters & Associates Inc. …$711KVariations, LLC. 401(k) Plan$711KChankenz Company Inc. 401(k) Profit Sharing PlanChankenz Company Inc. 401(k)…$711K
End-of-year total assets ($M) among Bundtastic Trio, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bundtastic Trio, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Bundtastic Trio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$711K 5.64294114679983% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.75M $0.71M ▼ -5.3%
Year Plans Participants Total Assets
2022 1 30 $753K
2023 1 34 $1M
2024 1 39 $711K

2024 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$711K
Net Income-$290K
Employer EIN461718925
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Bundtastic Trio, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bundtastic Trio, Inc. 401(k) Plan, Total assets ($B): 0.000710854 · Participants: 39Bundtastic Trio, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Bundtastic Trio, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bundtastic Trio, Inc. 401(k) Plan side-by-side with 3 peers →

Bundtastic Trio, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Duck Nuts Inc. 401(k) Plan in WA ($711K); by covered participants it is Lucrumare Inc. 401(k) Plan in IL (39 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($711K here).

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Bundtastic Trio, Inc. 401(k) Plan assets move in 2024? ▼
Bundtastic Trio, Inc. 401(k) Plan declined sharply - down 29.0% during 2024, from $1M to $711K. Reported net income was -$290K.
How have Bundtastic Trio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bundtastic Trio, Inc.'s sponsor-wide assets declined 5.6%, from $753K to $711K.
Where does Bundtastic Trio, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bundtastic Trio, Inc. 401(k) Plan ranks in the 20th 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 Bundtastic Trio, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Duck Nuts Inc. 401(k) Plan in WA ($711K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Bundtastic Trio, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lucrumare Inc. 401(k) Plan in IL (39 participants, $650K 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 461718925.

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.