401(k) · DOL Form 5500 · 2024

Belnick, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 326
Participants Below avg headcount: 60th
Percentile by assets National rank: $37,635
Avg per participant Low balance/head

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Official DOL plan name: Belnick, Inc. Retirement Trust · Sponsored by Belnick, Inc. · Georgia · Retail Trade

$12M in assets, 326 participants

Belnick, Inc.'s Belnick, Inc. Retirement Trust reported $12M in total assets and 326 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

#5,728 in Retail Trade (8,048 peers)

Coverage in Georgia

Belnick, Inc. Retirement Trust covers 326 participants in Georgia, about 30% of the average Georgia filer (state average ~1,096 per filing). Assets: $12M.

#5,728
in Retail Trade (8,048 peers): +23.9%
assets growth YoY

Belnick, Inc. Retirement Trust's mid-pack asset rank among Retail Trade and all filers

Belnick, Inc. Retirement Trust vs every filed plan by assets

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

$12,268,923 Top 40% higher than 60% 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

Belnick, Inc. Retirement Trust 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. Belnick, Inc. Retirement Trust sits mid-pack in the medium band (326 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%)

Belnick, Inc. Retirement Trust end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Belnick, Inc. Retirement Trust reported participants fell from 376 in the plan year 2023 filing to 326 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 582654465 · Belnick, Inc. PY 2024 · 401(k)

Belnick, Inc. Retirement Trust · $12M · 326 · 60th

NET $12M
BOOK 326
VS-ST 60th
BOY 401(k)
SCH near Urban Justice Center 401(k) Savings Plan
EBSA ind #5728

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 Retail Trade retirement plans → · Plans in Georgia →

End-of-year total assets ($M) among Belnick, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$12M
Net Income	$2M
Employer EIN	582654465
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Belnick, Inc.)

Latest sponsor-wide plan assets: $12M 61.35332747132275% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	316	$8M
2023	1	376	$10M
2024	1	326	$12M

Nearby 401(k) Plans in Georgia

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

Belnick, Inc. Retirement Trust vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
Delta 401(k) Retirement Plan $19.0B · 89,836
Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
UPS 401(k) Savings Plan $14.2B · 95,250
The Home Depot Futurebuilder $14.1B · 398,464

Compare Belnick, Inc. Retirement Trust side-by-side with 3 peers →

Belnick, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Urban Justice Center 401(k) Savings Plan in NY ($12M); by covered participants it is Beemok Hospitality Group 401(k) Plan in SC (326 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Urban Justice Center 401(k) Savings Plan (NY) $12M · 137
Gupta Media Holdings LLC 401(k) Profit Sharing Plan (MA) $12M · 70
Dyne Therapeutics 401(k) Plan (MA) $12M · 135
Pacific Healthcare Group LLC 401(k) Retirement Savings Plan (HI) $12M · 262

Similar participant headcount

Nearest other-state filings by covered participants (326 participants); asset peers above are excluded.

Beemok Hospitality Group 401(k) Plan (SC) 326 · 0 off
401(k) Plan of Peoplesbank, a Codorus Valley Company (PA) 326 · 0 off
Spalding Consulting, Inc. 401(k) Plan (DC) 326 · 0 off
Orlando Magic 401(k) Savings Plan (FL) 326 · 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 Belnick, Inc. Retirement Trust assets move in 2024? ▼

Belnick, Inc. Retirement Trust grew sharply - up 23.9% during 2024, from $10M to $12M. Reported net income was $2M.

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

Across 3 plan years on file (2022-2024), Belnick, Inc.'s sponsor-wide assets grew 61.4%, from $8M to $12M.

Which 401(k) plans are similar in size to Belnick, Inc. Retirement Trust? ▼

Among 401(k) plans in other states, the closest by assets is Urban Justice Center 401(k) Savings Plan in NY ($12M, 137 participants).

Which 401(k) plans cover a similar participant headcount to Belnick, Inc. Retirement Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Beemok Hospitality Group 401(k) Plan in SC (326 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 582654465.