401(k)
2024 plan-year 401(k) DOL Form 5500

The Better Business Bureau, Inc. 401(k) Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by The Better Business Bureau, Inc. · Arizona · Professional & Technical Services

What the 2023 filing shows

The Better Business Bureau, Inc. 401(k) Savings Plan holds $9M for 133 participants — about $64,028 per participant, up 24.0% over the 2024 plan year.

$9M
total plan assets (2024 EOY)
133
covered participants
$64,028
avg assets per participant
+24.0%
assets growth YoY
Total Assets (2023)
$9M
Participants
133
State
Industry
Professional & Technical Services

What the Filing Says About The Better Business Bureau, Inc. 401(k) Savings Plan

The Better Business Bureau, Inc. 401(k) Savings Plan is a 401(k) retirement plan sponsored by The Better Business Bureau, Inc., headquartered in Arizona. As of the 2024 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 133 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 860006552, and the plan has been effective since 1997-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2024 to $9M at year-end — a gain of 24.0%. Net assets (after liabilities) closed the year at $9M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$7M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$2M
Plan Type401(k)
Employer EIN860006552
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Better Business Bureau, Inc.)

Year Plans Participants Total Assets
2022 1 125 $6M
2023 1 130 $7M
2024 1 133 $9M

Nearby 401(k) Plans in Arizona

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

Frequently Asked Questions

How much money is in the The Better Business Bureau, Inc. 401(k) Savings Plan?
As of the 2024 Form 5500 filing, The Better Business Bureau, Inc. 401(k) Savings Plan holds $9M in total assets with 133 participants. It is sponsored by The Better Business Bureau, Inc..
What type of plan is The Better Business Bureau, Inc. 401(k) Savings Plan?
The Better Business Bureau, Inc. 401(k) Savings Plan is a 401(k) plan. It has been effective since 1997-01-01. The plan is filed with the U.S. Department of Labor under EIN 860006552.
Who sponsors the The Better Business Bureau, Inc. 401(k) Savings Plan?
The Better Business Bureau, Inc. 401(k) Savings Plan is sponsored by The Better Business Bureau, Inc., located in Arizona. The sponsor's EIN is 860006552 and the plan operates in the Professional & Technical Services industry.
How did The Better Business Bureau, Inc. 401(k) Savings Plan perform in 2024?
The Better Business Bureau, Inc. 401(k) Savings Plan grew by 24.0% during 2024, moving from $7M to $9M in total assets. Net income was $2M.
Where can I find official filings for The Better Business Bureau, Inc. 401(k) Savings Plan?
Official Form 5500 filings for The Better Business Bureau, Inc. 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 860006552 or plan name at efast.dol.gov.
How does The Better Business Bureau, Inc. 401(k) Savings Plan compare to other plans?
You can compare The Better Business Bureau, Inc. 401(k) Savings Plan against other 401(k) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 860006552.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.