401(k) · DOL Form 5500 · 2024
Bitzer US, Inc. 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 265
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $116,603
- Avg per participant Below avg balance/head
Official DOL plan name: Bitzer US, Inc. 401(k) & Long Term Incentive Plan · Sponsored by Bitzer US, Inc. · Georgia · Manufacturing
$31M in assets, 265 participants
Bitzer US, Inc.'s Bitzer US, Inc. 401(k) & Long Term Incentive Plan reported $31M in total assets and 265 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #12,334 in Manufacturing (17,777 peers)
Coverage in Georgia
Bitzer US, Inc. 401(k) & Long Term Incentive Plan covers 265 participants in Georgia, about 24% of the average Georgia filer (state average ~1,096 per filing). Assets: $31M.
- #12,334
- in Manufacturing (17,777 peers)
- +21.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Bitzer US, Inc. 401(k) & Long Term Incentive Plan's outsized position by total assets
Bitzer US, Inc. 401(k) & Long Term Incentive Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,899,787 Top 22% higher than 78% 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
Bitzer US, Inc. 401(k) & Long Term Incentive 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. Bitzer US, Inc. 401(k) & Long Term Incentive Plan sits mid-pack in the medium band (265 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bitzer US, Inc. 401(k) & Long Term Incentive Plan end-of-year assets rose from $25M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Bitzer US, Inc. 401(k) & Long Term Incentive Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Bitzer US, Inc. 401(k) & Long Term Incentive Plan reported participants rose from 248 in the plan year 2023 filing to 265 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 581345338 · Bitzer US, Inc. PY 2024 · 401(k)
Bitzer US, Inc. 401(k) & Long Term Incentive Plan · $31M · 265 · 78th
- PCT $31M
- PCT 265
- PCT 78th
- PCT 401(k)
- PCT near Haile Gold Mine, Inc. 401(k) Profit Sharing Plan
- PCT ind #12334
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 Manufacturing retirement plans → · Plans in Georgia →
Bitzer US, Inc. 401(k) & Long Term Incentive Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $5M |
| Employer EIN | 581345338 |
| Plan Effective Date | 2006-01-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bitzer US, Inc.)
Sponsor-wide plan assets over time
All Bitzer US, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 49.559493434147775% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 218 | $21M |
| 2023 | 1 | 248 | $25M |
| 2024 | 1 | 265 | $31M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Bitzer US, Inc. 401(k) & Long Term Incentive Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Haile Gold Mine, Inc. 401(k) Profit Sharing Plan in SC ($31M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (265 participants); asset peers above are excluded.
- Territorial Savings Bank 401(k) Plan (HI) 265 · 0 off
- Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan (MO) 265 · 0 off
- Helm Group, Inc. 401(k) Plan (IL) 265 · 0 off
- Acclaim Professional Healthcar 401(k) Profit Sharing Plan & Trust (CA) 265 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.