401(k) · DOL Form 5500 · 2024

Balcones Resources, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
224
Participants Below avg headcount
41st
Percentile by assets National rank
$21,062
Avg per participant Low balance/head
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Official DOL plan name: Balcones Resources, Inc. 401(k) Plan · Sponsored by Balcones Resources, Inc. · Texas · Manufacturing

$5M in assets, 224 participants

Balcones Resources, Inc.'s Balcones Resources, Inc. 401(k) Plan reported $5M in total assets and 224 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,260 in Manufacturing (17,777 peers)

Coverage in Texas

Balcones Resources, Inc. 401(k) Plan covers 224 participants in Texas, about 33% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#4,260
in Manufacturing (17,777 peers)
+2.1%
assets growth YoY

Balcones Resources, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Balcones Resources, Inc. 401(k) Plan vs every filed plan by assets

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

$4,717,791 41st percentile higher than 41% 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

Balcones Resources, Inc. 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. Balcones Resources, Inc. 401(k) Plan sits mid-pack in the medium band (224 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Balcones Resources, Inc. 401(k) Plan reported net income fell from $317K in the plan year 2023 filing to $95K in the plan year 2024 filing.
  • Balcones Resources, Inc. 401(k) Plan reported participants rose from 204 in the plan year 2023 filing to 224 in the plan year 2024 filing.
  • Balcones Resources, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 743023430 · Balcones Resources, Inc. PY 2024 · 401(k)

Balcones Resources, Inc. 401(k) Plan · $5M · 224 · 41st

  • BOOK $5M
  • VS-ST 224
  • BOY 41st
  • SCH 401(k)
  • EBSA near Edge Manufacturing Inc 401(k) Plan
  • PART ind #4260

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 Texas →

Balcones Resources, Inc. 401(k) Plan in the asset neighbourhood

Balcones Resources, Inc. 401(k) PlanBalcones Resources, Inc. 401…$5MEdge Manufacturing Inc 401(k) PlanEdge Manufacturing Inc 401(k…$5MLangston Companies, Inc. 401(k) Retirement PlanLangston Companies, Inc. 401…$5MStokes & Spiehler USA, Inc. 401(k) PlanStokes & Spiehler USA, Inc. …$5MWoody & Associates, Cpa's, PLLC, 401(k) Profit Sharing PlanWoody & Associates, Cpa's, P…$5M
End-of-year total assets ($M) among Balcones Resources, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$95K
Employer EIN743023430
Plan Effective Date2000-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balcones Resources, Inc.)

Sponsor-wide plan assets over time

All Balcones Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 9.577110701243283% vs 2022
2024 filing year
$4.2M$4.4M$4.6M$4.8M 202220232024 $4.31M $4.72M ▲ +9.5%
Year Plans Participants Total Assets
2022 1 178 $4M
2023 1 204 $5M
2024 1 224 $5M

Nearby 401(k) Plans in Texas

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

Balcones Resources, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Balcones Resources, Inc. 401(k) Plan, Total assets ($B): 0.004717791 · Participants: 224Balcones Resources, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Balcones Resources, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Balcones Resources, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Edge Manufacturing Inc 401(k) Plan in MO ($5M); by covered participants it is Ideal Ready Mix Company 401(k) Plan in IA (224 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (224 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 Balcones Resources, Inc. 401(k) Plan assets move in 2024? ▼
Balcones Resources, Inc. 401(k) Plan edged up modestly - up 2.1% during 2024, from $5M to $5M. Reported net income was $95K.
How have Balcones Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balcones Resources, Inc.'s sponsor-wide assets grew 9.6%, from $4M to $5M.
Which 401(k) plans are similar in size to Balcones Resources, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edge Manufacturing Inc 401(k) Plan in MO ($5M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Balcones Resources, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ideal Ready Mix Company 401(k) Plan in IA (224 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 743023430.

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.