401(k) · DOL Form 5500 · 2024

Bestow Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
153
Participants Small participant base
56th
Percentile by assets National rank
$66,323
Avg per participant Below avg balance/head
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Official DOL plan name: Bestow 401(k) Plan · Sponsored by Bestow Inc. · Texas · Finance & Insurance

$10M in assets, 153 participants

Bestow Inc.'s Bestow 401(k) Plan reported $10M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,406 in Finance & Insurance (8,549 peers)

Coverage in Texas

Bestow 401(k) Plan covers 153 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $10M.

#3,406
in Finance & Insurance (8,549 peers)
+42.8%
assets growth YoY

Bestow 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$10,147,401 Top 44% higher than 56% 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

Bestow 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. Bestow 401(k) Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bestow 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Bestow 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Bestow 401(k) Plan reported participants fell from 225 in the plan year 2023 filing to 153 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 812359338 · Bestow Inc. PY 2024 · 401(k)

Bestow 401(k) Plan · $10M · 153 · 56th

  • PART $10M
  • TYPE 153
  • NET 56th
  • BOOK 401(k)
  • VS-ST near Mazza Mechanical Serv Inc 401(k) Profit Sharing Plan
  • BOY ind #3406

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 →

Bestow 401(k) Plan in the asset neighbourhood

Bestow 401(k) Plan$10MMazza Mechanical Serv Inc 401(k) Profit Sharing PlanMazza Mechanical Serv Inc 40…$10MNrsi 401(k) Plan$10MScufcw Joint Benefit Funds 401(k) PlanScufcw Joint Benefit Funds 4…$10MStinker Stores Inc. 401(k) PlanStinker Stores Inc. 401(k) P…$10M
End-of-year total assets ($M) among Bestow 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN812359338
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bestow Inc.)

Sponsor-wide plan assets over time

All Bestow Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 97.95990548553762% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.13M $10.2M ▲ +97.9%
Year Plans Participants Total Assets
2022 1 216 $5M
2023 1 225 $7M
2024 1 153 $10M

Nearby 401(k) Plans in Texas

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

Bestow 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Bestow 401(k) Plan, Total assets ($B): 0.010147401 · Participants: 153Bestow 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
Bestow 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Bestow 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Mazza Mechanical Serv Inc 401(k) Profit Sharing Plan in NY ($10M); by covered participants it is American Guardian Warranty 401(k) Plan in IL (153 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Bestow 401(k) Plan assets move in 2024? ▼
Bestow 401(k) Plan surged - up 42.8% during 2024, from $7M to $10M. Reported net income was $3M.
How have Bestow Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bestow Inc.'s sponsor-wide assets grew 98.0%, from $5M to $10M.
Which 401(k) plans are similar in size to Bestow 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mazza Mechanical Serv Inc 401(k) Profit Sharing Plan in NY ($10M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Bestow 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Guardian Warranty 401(k) Plan in IL (153 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 812359338.

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.