401(k) · DOL Form 5500 · 2024

Bellwether Asset Management, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
169
Participants Small participant base
61st
Percentile by assets National rank
$74,456
Avg per participant Below avg balance/head
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Official DOL plan name: Bellwether Asset Management 401(k) Plan · Sponsored by Bellwether Asset Management, Inc. · California · Real Estate

$13M in assets, 169 participants

Bellwether Asset Management, Inc.'s Bellwether Asset Management 401(k) Plan reported $13M in total assets and 169 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,560 in Real Estate (4,605 peers)

Coverage in California

Bellwether Asset Management 401(k) Plan covers 169 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $13M.

#3,560
in Real Estate (4,605 peers)
+47.3%
assets growth YoY

Bellwether Asset Management 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Bellwether Asset Management 401(k) Plan vs every filed plan by assets

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

$12,583,131 Top 39% higher than 61% 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

Bellwether Asset Management 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. Bellwether Asset Management 401(k) Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bellwether Asset Management 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Bellwether Asset Management 401(k) Plan reported participants rose from 116 in the plan year 2023 filing to 169 in the plan year 2024 filing.
  • Bellwether Asset Management 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 463831715 · Bellwether Asset Management, Inc. PY 2024 · 401(k)

Bellwether Asset Management 401(k) Plan · $13M · 169 · 61st

  • TYPE $13M
  • TYPE 169
  • TYPE 61st
  • TYPE 401(k)
  • TYPE near Hampton Golf Inc 401(k) Profit Sharing Plan & Trust
  • TYPE ind #3560

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 Real Estate retirement plans → · Plans in California →

Bellwether Asset Management 401(k) Plan in the asset neighbourhood

Bellwether Asset Management 401(k) PlanBellwether Asset Management …$13MHampton Golf Inc 401(k) Profit Sharing Plan & TrustHampton Golf Inc 401(k) Prof…$13MPublic Strategies Retirement Security Partnership PlanPublic Strategies Retirement…$13MUmi Company, Inc. Profit Sharing 401(k) PlanUmi Company, Inc. Profit Sha…$13M3 Play Media 401(k) Plan$13M
End-of-year total assets ($M) among Bellwether Asset Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN463831715
Plan Effective Date2020-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bellwether Asset Management, Inc.)

Sponsor-wide plan assets over time

All Bellwether Asset Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 47.27619705286813% vs 2023
2024 filing year
$8M$10M$12M$14M 20232024 $8.54M $12.6M ▲ +47.3%
Year Plans Participants Total Assets
2023 1 116 $9M
2024 1 169 $13M

Nearby 401(k) Plans in California

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

Bellwether Asset Management 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bellwether Asset Management 401(k) Plan, Total assets ($B): 0.012583131 · Participants: 169Bellwether Asset Management 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Bellwether Asset Management 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bellwether Asset Management 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Hampton Golf Inc 401(k) Profit Sharing Plan & Trust in FL ($13M); by covered participants it is Rxp Agency, LLC 401(k) Plan in OH (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Bellwether Asset Management 401(k) Plan assets move in 2024? ▼
Bellwether Asset Management 401(k) Plan surged - up 47.3% during 2024, from $9M to $13M. Reported net income was $4M.
How have Bellwether Asset Management, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Bellwether Asset Management, Inc.'s sponsor-wide assets grew 47.3%, from $9M to $13M.
Which 401(k) plans are similar in size to Bellwether Asset Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hampton Golf Inc 401(k) Profit Sharing Plan & Trust in FL ($13M, 1,835 participants).
Which 401(k) plans cover a similar participant headcount to Bellwether Asset Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rxp Agency, LLC 401(k) Plan in OH (169 participants, $2M 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 463831715.

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.