401(k) · DOL Form 5500 · 2024

Bedford Machine and Tool, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
281
Participants Below avg headcount
50th
Percentile by assets National rank
$26,735
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cap Group 401(k) Plan · Sponsored by Bedford Machine and Tool, Inc. · Indiana · Manufacturing

$8M in assets, 281 participants

Bedford Machine and Tool, Inc.'s Cap Group 401(k) Plan reported $8M in total assets and 281 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #6,058 in Manufacturing (17,777 peers)

Bedford Machine and Tool, Inc. multi-year trail

Bedford Machine and Tool, Inc.'s plans moved +26.7% in assets from 2022 to 2024; this filing shows Cap Group 401(k) Plan at $8M / 281 participants.

#6,058
in Manufacturing (17,777 peers)
+12.1%
assets growth YoY

Cap Group 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Cap Group 401(k) Plan vs every filed plan by assets

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

$7,512,521 Top 50% higher than 50% 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

Cap Group 401(k) 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. Cap Group 401(k) Plan sits mid-pack in the medium band (281 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cap Group 401(k) Plan reported participants fell from 325 in the plan year 2023 filing to 281 in the plan year 2024 filing.
  • Cap Group 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Cap Group 401(k) Plan reported net income rose from $771K in the plan year 2023 filing to $812K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 351723488 · Bedford Machine and Tool, Inc. PY 2024 · 401(k)

Cap Group 401(k) Plan · $8M · 281 · 50th

  • 5500 $8M
  • 5500 281
  • 5500 50th
  • 5500 401(k)
  • 5500 near Royal Carting Service Co. 401(k) Plan
  • 5500 ind #6058

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 Indiana →

Cap Group 401(k) Plan in the asset neighbourhood

Cap Group 401(k) Plan$8MRoyal Carting Service Co. 401(k) PlanRoyal Carting Service Co. 40…$8MCapstone Real Estate Investments, LLC 401(k) Savings PlanCapstone Real Estate Investm…$8MFrankel & Puhl Employee Stock Ownership PlanFrankel & Puhl Employee Stoc…$8MPiercey Automotive Group 401(k) Plan and TrustPiercey Automotive Group 401…$8M
End-of-year total assets ($M) among Cap Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bedford Machine and Tool, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bedford Machine and Tool, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 26.70513432224622% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M$8M 202220232024 $5.93M $7.51M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 250 $6M
2023 1 325 $7M
2024 1 281 $8M

Bedford Machine and Tool, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$812K
Employer EIN351723488
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Cap Group 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Cap Group 401(k) Plan, Total assets ($B): 0.007512521 · Participants: 281Cap Group 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Cap Group 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Cap Group 401(k) Plan side-by-side with 3 peers →

Cap Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Royal Carting Service Co. 401(k) Plan in NY ($8M); by covered participants it is Cleaveland/Price, Inc. 401(k) Plan in PA (281 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (281 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 Cap Group 401(k) Plan assets move in 2024? ▼
Cap Group 401(k) Plan grew at a solid clip - up 12.1% during 2024, from $7M to $8M. Reported net income was $812K.
How have Bedford Machine and Tool, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bedford Machine and Tool, Inc.'s sponsor-wide assets grew 26.7%, from $6M to $8M.
Which 401(k) plans are similar in size to Cap Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Royal Carting Service Co. 401(k) Plan in NY ($8M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Cap Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleaveland/Price, Inc. 401(k) Plan in PA (281 participants, $45M 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 351723488.

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.