401(k) · DOL Form 5500 · 2024
Balcomb & Green, P.C. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $345,639
- Avg per participant High balance/head
Official DOL plan name: Balcomb & Green, P.C. 401(k) Plan · Sponsored by Balcomb & Green, P.C. · Colorado · Professional & Technical Services
$4M in assets, 12 participants
Balcomb & Green, P.C.'s Balcomb & Green, P.C. 401(k) Plan reported $4M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #7,270 in Professional & Technical Services (20,173 peers)
Balcomb & Green, P.C. multi-year trail
Balcomb & Green, P.C.'s plans moved +19.9% in assets from 2022 to 2024; this filing shows Balcomb & Green, P.C. 401(k) Plan at $4M / 12 participants.
- #7,270
- in Professional & Technical Services (20,173 peers)
- +10.6%
- assets growth YoY
Balcomb & Green, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Balcomb & Green, P.C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,147,664 39th percentile higher than 39% 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
Balcomb & Green, P.C. 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Balcomb & Green, P.C. 401(k) Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Balcomb & Green, P.C. 401(k) Plan reported net income rose from $290K in the plan year 2023 filing to $398K in the plan year 2024 filing.
- Balcomb & Green, P.C. 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 840832752 · Balcomb & Green, P.C. PY 2024 · 401(k)
Balcomb & Green, P.C. 401(k) Plan · $4M · 12 · 39th
- VS-ST $4M
- VS-ST 12
- VS-ST 39th
- VS-ST 401(k)
- VS-ST near Matic Insurance Services 401(k) Plan
- VS-ST ind #7270
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 Colorado →
Balcomb & Green, P.C. 401(k) Plan in the asset neighbourhood
Balcomb & Green, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Balcomb & Green, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 19.907882008949297% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $3M |
| 2023 | 1 | 12 | $4M |
| 2024 | 1 | 12 | $4M |
Balcomb & Green, P.C. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $398K |
| Employer EIN | 840832752 |
| Plan Effective Date | 2003-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Balcomb & Green, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Matic Insurance Services 401(k) Plan in OH ($4M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Matic Insurance Services 401(k) Plan (OH) $4M · 171
- Pak a Sak, Inc. Employees Retirement Plan (TX) $4M · 151
- Professional Analysis, Inc. 401(k) Plan (VA) $4M · 230
- Medinatura Inc. (NM) $4M · 47
Similar participant headcount
Nearest other-state filings by covered participants (12 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.