401(k) · DOL Form 5500 · 2024
Bellaken Health Group Inc 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 87
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $108,706
- Avg per participant Below avg balance/head
Official DOL plan name: Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Bellaken Health Group Inc · California · Professional & Technical Services
$9M in assets, 87 participants
Bellaken Health Group Inc's Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust reported $9M in total assets and 87 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #10,655 in Professional & Technical Services (20,173 peers)
Bellaken Health Group Inc multi-year trail
Bellaken Health Group Inc's plans moved +40.5% in assets from 2022 to 2024; this filing shows Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust at $9M / 87 participants.
- #10,655
- in Professional & Technical Services (20,173 peers)
- +13.4%
- assets growth YoY
Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,457,403 Top 45% higher than 55% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust is a small filing (87 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 101 in the plan year 2023 filing to 87 in the plan year 2024 filing.
- Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 943333009 · Bellaken Health Group Inc PY 2024 · 401(k)
Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust · $9M · 87 · 55th
- VS-ST $9M
- VS-ST 87
- VS-ST 55th
- VS-ST 401(k)
- VS-ST near Asymchem Inc
- VS-ST ind #10655
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 →
Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Bellaken Health Group Inc multi-year asset trail
Sponsor-wide plan assets over time
All Bellaken Health Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 40.516944221741355% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $7M |
| 2023 | 1 | 101 | $8M |
| 2024 | 1 | 87 | $9M |
Bellaken Health Group Inc filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 943333009 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Bellaken Health Group Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Asymchem Inc in NC ($9M); by covered participants it is Ordermygear 401(k) Plan in TX (87 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Asymchem Inc (NC) $9M · 50
- Formidable Labs Retirement Trust (WA) $9M · 57
- Affinity Veterinary Group 401(k) Plan (TX) $9M · 459
- Mitylite, Inc. 401(k) Profit Sharing Plan (UT) $9M · 317
Similar participant headcount
Nearest other-state filings by covered participants (87 participants); asset peers above are excluded.
- Ordermygear 401(k) Plan (TX) 87 · 0 off
- Quebedeaux Pontiac Gmc 401(k) Plan (AZ) 87 · 0 off
- Dynamic Air Inc. 401(k) Plan (MN) 87 · 0 off
- Perkins Motor Plex LLC Safe Harbor 401(k) Plan (KY) 87 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.