401(k) · DOL Form 5500 · 2022

Bhate Environmental Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
129
Participants Small participant base
69th
Percentile by assets National rank
$94,988
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bhate Environmental Associates Employees 401(k) Safe Harbor Plan · Sponsored by Bhate Environmental Associates, Inc. · Alabama · Professional & Technical Services

$12M in assets, 129 participants

Bhate Environmental Associates, Inc.'s Bhate Environmental Associates Employees 401(k) Safe Harbor Plan reported $12M in total assets and 129 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,703 in Professional & Technical Services (21,562 peers)

Coverage in Alabama

Bhate Environmental Associates Employees 401(k) Safe Harbor Plan covers 129 participants in Alabama, about 36% of the average Alabama filer (state average ~360 per filing). Assets: $12M.

#14,703
in Professional & Technical Services (21,562 peers)
-7.0%
assets change YoY

The plan reported a net loss of $920K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bhate Environmental Associates Employees 401(k) Safe Harbor Plan's outsized position by total assets

Bhate Environmental Associates Employees 401(k) Safe Harbor Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$12,253,501 Top 31% higher than 69% of 139,123 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 2022

Bhate Environmental Associates Employees 401(k) Safe Harbor Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bhate Environmental Associates Employees 401(k) Safe Harbor Plan sits mid-pack in the medium band (129 participants).

Published 5500 schedule card

Filing strip 631035702 · Bhate Environmental Associates, Inc. PY 2022 · 401(k)

Bhate Environmental Associates Employees 401(k) Safe Harbor Plan · $12M · 129 · 69th

  • VS-ST $12M
  • BOY 129
  • SCH 69th
  • EBSA 401(k)
  • PART near Apple 401(k) Savings Plan
  • TYPE ind #14703

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 Alabama →

Bhate Environmental Associates Employees 401(k) Safe Harbor Plan in the asset neighbourhood

Bhate Environmental Associates Employees 401(k) Safe Harbor PlanBhate Environmental Associat…$12MApple 401(k) Savings Plan$12MMercer-Zimmerman, Inc. Profit Sharing 401(k) PlanMercer-Zimmerman, Inc. Profi…$12MAoa 401(k) Plan$12MBwt LLC 401(k) Plan$12M
End-of-year total assets ($M) among Bhate Environmental Associates Employees 401(k) Safe Harbor Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$920K
Employer EIN631035702
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bhate Environmental Associates, Inc.)

Sponsor-wide plan assets over time

All Bhate Environmental Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 23.49655008801158% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $12.3M $15.1M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 129 $12M
2023 1 133 $14M
2024 1 126 $15M

Nearby 401(k) Plans in Alabama

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

Bhate Environmental Associates Employees 401(k) Safe Harbor Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Bhate Environmental Associates Employees 401(k) Safe Harbor Plan, Total assets ($B): 0.012253501 · Participants: 129Bhate Environmental Associates Employees 401(k) Safe Harbor PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Bhate Environmental Associates Employees 401(k) Safe Harbor Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Bhate Environmental Associates Employees 401(k) Safe Harbor Plan side-by-side with 3 peers →

Bhate Environmental Associates Employees 401(k) Safe Harbor Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Apple 401(k) Savings Plan in NJ ($12M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bhate Environmental Associates Employees 401(k) Safe Harbor Plan assets move in 2022? ▼
Bhate Environmental Associates Employees 401(k) Safe Harbor Plan pulled back noticeably - down 7.0% during 2022, from $13M to $12M. Reported net income was -$920K.
How have Bhate Environmental Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bhate Environmental Associates, Inc.'s sponsor-wide assets grew 23.5%, from $12M to $15M.
Which 401(k) plans are similar in size to Bhate Environmental Associates Employees 401(k) Safe Harbor Plan? ▼
Among 401(k) plans in other states, the closest by assets is Apple 401(k) Savings Plan in NJ ($12M, 293 participants).
Which 401(k) plans cover a similar participant headcount to Bhate Environmental Associates Employees 401(k) Safe Harbor Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants, $449K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 631035702.

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.