401(k) · DOL Form 5500 · 2024

Balsam Brands Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
168
Participants Small participant base
72nd
Percentile by assets National rank
$130,775
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Balsam Brands Inc. Retirement Trust · Sponsored by Balsam Brands Inc. · California · Professional & Technical Services

$22M in assets, 168 participants

Balsam Brands Inc.'s Balsam Brands Inc. Retirement Trust reported $22M in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,428 in Professional & Technical Services (20,173 peers)

Coverage in California

Balsam Brands Inc. Retirement Trust covers 168 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $22M.

#14,428
in Professional & Technical Services (20,173 peers)
+29.9%
assets growth YoY

Balsam Brands Inc. Retirement Trust's outsized position by total assets

Balsam Brands Inc. Retirement Trust vs every filed plan by assets

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

$21,970,281 Top 28% higher than 72% 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

Balsam Brands Inc. Retirement Trust 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. Balsam Brands Inc. Retirement Trust sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Balsam Brands Inc. Retirement Trust end-of-year assets rose from $17M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Balsam Brands Inc. Retirement Trust reported participants fell from 178 in the plan year 2023 filing to 168 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 473255205 · Balsam Brands Inc. PY 2024 · 401(k)

Balsam Brands Inc. Retirement Trust · $22M · 168 · 72nd

  • EOY $22M
  • 5500 168
  • ASSETS 72nd
  • PCT 401(k)
  • EIN near Western Partitions, Inc. 401(k) Profit Sharing Plan
  • RANK ind #14428

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 California →

Balsam Brands Inc. Retirement Trust in the asset neighbourhood

Balsam Brands Inc. Retirement TrustBalsam Brands Inc. Retiremen…$22MWestern Partitions, Inc. 401(k) Profit Sharing PlanWestern Partitions, Inc. 401…$22MHunter Industries Holding Company, Ltd. 401(k) Savings PlanHunter Industries Holding Co…$22MDestination 770 Auto, Inc. Savings & Security Plan Dba Destination NissanDestination 770 Auto, Inc. S…$22MCerulli Associates, Inc. 401(k) PlanCerulli Associates, Inc. 401…$22M
End-of-year total assets ($M) among Balsam Brands Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$22M
Net Income$5M
Employer EIN473255205
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balsam Brands Inc.)

Sponsor-wide plan assets over time

All Balsam Brands Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 85.87062098182594% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.8M $22M ▲ +85.9%
Year Plans Participants Total Assets
2022 1 169 $12M
2023 1 178 $17M
2024 1 168 $22M

Nearby 401(k) Plans in California

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

Balsam Brands Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Balsam Brands Inc. Retirement Trust, Total assets ($B): 0.021970281 · Participants: 168Balsam Brands Inc. Retirement TrustGoogle 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
Balsam Brands Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Balsam Brands Inc. Retirement Trust side-by-side with 3 peers →

Balsam Brands Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Western Partitions, Inc. 401(k) Profit Sharing Plan in OR ($22M); 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.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Balsam Brands Inc. Retirement Trust assets move in 2024? ▼
Balsam Brands Inc. Retirement Trust grew sharply - up 29.9% during 2024, from $17M to $22M. Reported net income was $5M.
How have Balsam Brands Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balsam Brands Inc.'s sponsor-wide assets grew 85.9%, from $12M to $22M.
Which 401(k) plans are similar in size to Balsam Brands Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Western Partitions, Inc. 401(k) Profit Sharing Plan in OR ($22M, 182 participants).
Which 401(k) plans cover a similar participant headcount to Balsam Brands Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 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 473255205.

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.