401(k) · DOL Form 5500 · 2024

Bbg, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size: 581
Participants Below avg headcount: 78th
Percentile by assets National rank: $53,107
Avg per participant Low balance/head

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Official DOL plan name: Bbg 401(k) Plan · Sponsored by Bbg, Inc. · Texas · Finance & Insurance

$31M in assets, 581 participants

Bbg, Inc.'s Bbg 401(k) Plan reported $31M in total assets and 581 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

#5,586 in Finance & Insurance (8,549 peers)

Where Bbg 401(k) Plan sits by assets

Bbg 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 581 participants (~$53,107/participant), up 16.6% in 2024.

#5,586
in Finance & Insurance (8,549 peers): +16.6%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Bbg 401(k) Plan's outsized position by total assets

Bbg 401(k) Plan vs every filed plan by assets

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

$30,855,044 Top 22% higher than 78% 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

Bbg 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. Bbg 401(k) Plan sits mid-pack in the medium band (581 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Bbg 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Bbg 401(k) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $31M in the plan year 2024 filing.
Bbg 401(k) Plan reported participants fell from 694 in the plan year 2023 filing to 581 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 473942404 · Bbg, Inc. PY 2024 · 401(k)

Bbg 401(k) Plan · $31M · 581 · 78th

PHOTO $31M
IND 581
EOY 78th
5500 401(k)
ASSETS near Recorded Books, Inc. 401(k) Savings Plan
PCT ind #5586

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 Finance & Insurance retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Bbg 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$26M
Net Assets (End of Year)	$31M
Net Income	$4M
Employer EIN	473942404
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bbg, Inc.)

Latest sponsor-wide plan assets: $31M 57.29049450878282% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	520	$20M
2023	1	694	$26M
2024	1	581	$31M

Nearby 401(k) Plans in Texas

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

Bbg 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Bbg 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Recorded Books, Inc. 401(k) Savings Plan in MD ($31M); by covered participants it is Arcus Biosciences Retirement Trust in CA (581 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Recorded Books, Inc. 401(k) Savings Plan (MD) $31M · 302
The Pssi 401(k) Plan & Trust (WI) $31M · 10,053
Northwest Cascade, Inc. 401(k) Savings Plan (WA) $31M · 711
Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan (MT) $31M · 119

Similar participant headcount

Nearest other-state filings by covered participants (581 participants); asset peers above are excluded.

Arcus Biosciences Retirement Trust (CA) 581 · 0 off
Blueprint Medicines Corporation 401(k) Plan (MA) 581 · 0 off
Daxko, LLC 401(k) Retirement Plan (AL) 581 · 0 off
E-Tech 401(k) Plan (OH) 581 · 0 off

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 Bbg 401(k) Plan assets move in 2024? ▼

Bbg 401(k) Plan grew sharply - up 16.6% during 2024, from $26M to $31M. Reported net income was $4M.

How have Bbg, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bbg, Inc.'s sponsor-wide assets grew 57.3%, from $20M to $31M.

Where does Bbg 401(k) Plan rank by assets among Form 5500 filers? ▼

Bbg 401(k) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Bbg 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Recorded Books, Inc. 401(k) Savings Plan in MD ($31M, 302 participants).

Which 401(k) plans cover a similar participant headcount to Bbg 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Arcus Biosciences Retirement Trust in CA (581 participants, $60M 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 473942404.