401(k) · DOL Form 5500 · 2024

Beltone New England 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
123
Participants Small participant base
48th
Percentile by assets National rank
$56,799
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Beltone New England 401(k) Plan · Sponsored by Beltone New England · Rhode Island · Retail Trade

$7M in assets, 123 participants

Beltone New England's Beltone New England 401(k) Plan reported $7M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,727 in Retail Trade (8,048 peers)

Coverage in Rhode Island

Beltone New England 401(k) Plan covers 123 participants in Rhode Island, about 8% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $7M.

#4,727
in Retail Trade (8,048 peers)
-3.1%
assets change YoY

The plan reported a net loss of $221K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beltone New England 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Beltone New England 401(k) Plan vs every filed plan by assets

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

$6,986,306 48th percentile higher than 48% 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

Beltone New England 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. Beltone New England 401(k) Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beltone New England 401(k) Plan reported net income rose from -$281K in the plan year 2023 filing to -$221K in the plan year 2024 filing.
  • Beltone New England 401(k) Plan reported participants fell from 133 in the plan year 2023 filing to 123 in the plan year 2024 filing.
  • Beltone New England 401(k) Plan end-of-year assets fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 270020043 · Beltone New England PY 2024 · 401(k)

Beltone New England 401(k) Plan · $7M · 123 · 48th

  • EOY $7M
  • EOY 123
  • EOY 48th
  • EOY 401(k)
  • EOY near Semcasting, Inc. 401(k) Plan
  • EOY ind #4727

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 Rhode Island →

Beltone New England 401(k) Plan in the asset neighbourhood

Beltone New England 401(k) PlanBeltone New England 401(k) P…$7MSemcasting, Inc. 401(k) Plan$7MChanning House 403(b) Plan$7MQuest Management 401(k) Plan$7MNeville Chemical Company 401(k) Plan for Hourly EmployeesNeville Chemical Company 401…$7M
End-of-year total assets ($M) among Beltone New England 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rhode Island filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$221K
Employer EIN270020043
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beltone New England)

Sponsor-wide plan assets over time

All Beltone New England plans reported in each filing year

Latest sponsor-wide plan assets
$7M 6.814339772634814% vs 2022
2024 filing year
$6.8M$7M$7.2M$7.4M$7.6M 202220232024 $7.5M $6.99M ▼ -6.8%
Year Plans Participants Total Assets
2022 1 150 $7M
2023 1 133 $7M
2024 1 123 $7M

Nearby 401(k) Plans in Rhode Island

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

Beltone New England 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants Beltone New England 401(k) Plan, Total assets ($B): 0.006986306 · Participants: 123Beltone New England 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
Beltone New England 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Beltone New England 401(k) Plan side-by-side with 3 peers →

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

Outside Rhode Island, the nearest 401(k) by assets is Semcasting, Inc. 401(k) Plan in MA ($7M); by covered participants it is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Beltone New England 401(k) Plan assets move in 2024? ▼
Beltone New England 401(k) Plan edged down modestly - down 3.1% during 2024, from $7M to $7M. Reported net income was -$221K.
How have Beltone New England plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beltone New England's sponsor-wide assets declined 6.8%, from $7M to $7M.
Which 401(k) plans are similar in size to Beltone New England 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Semcasting, Inc. 401(k) Plan in MA ($7M, 37 participants).
Which 401(k) plans cover a similar participant headcount to Beltone New England 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark's Termite & Pest Control 401(k) Plan in NJ (123 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 270020043.

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.