401(k) · DOL Form 5500 · 2024
Beltmann Group Incorporated 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 574
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $41,265
- Avg per participant Low balance/head
Official DOL plan name: Beltmann Group Incorporated 401(k) Savings and Retirement Plan Trust Agreement · Sponsored by Beltmann Group Incorporated · Minnesota · Transportation & Warehousing
$24M in assets, 574 participants
Beltmann Group Incorporated's Beltmann Group Incorporated 401(k) Savings and Retirement Plan Trust Agreement reported $24M in total assets and 574 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,416 in Transportation & Warehousing (3,299 peers)
Beltmann Group Incorporated multi-year trail
Beltmann Group Incorporated's plans moved +18.0% in assets from 2022 to 2024; this filing shows Beltmann Group Incorporated 401(k) Savings and Retirement Plan Trust Agreement at $24M / 574 participants.
- #2,416
- in Transportation & Warehousing (3,299 peers)
- +0.7%
- assets growth YoY
Beltmann Group Incorporated 401(k) Savings and Retirement Plan Trust Agreement's outsized position by total assets
Beltmann Group Incorporated 401(k) Savings and Retirement Plan Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,686,023 Top 27% higher than 73% 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
Beltmann Group Incorporated 401(k) Savings and Retirement Plan Trust Agreement 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. Beltmann Group Incorporated 401(k) Savings and Retirement Plan Trust Agreement sits mid-pack in the medium band (574 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beltmann Group Incorporated 401(k) Savings and Retirement Plan Trust Agreement reported net income fell from $3M in the plan year 2023 filing to $175K in the plan year 2024 filing.
- Beltmann Group Incorporated 401(k) Savings and Retirement Plan Trust Agreement reported participants rose from 380 in the plan year 2023 filing to 574 in the plan year 2024 filing.
- Beltmann Group Incorporated 401(k) Savings and Retirement Plan Trust Agreement end-of-year assets rose from $24M in the plan year 2023 filing to $24M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 411287134 · Beltmann Group Incorporated PY 2024 · 401(k)
Beltmann Group Incorporated 401(k) Savings and Retirement Plan Trust Agreement · $24M · 574 · 73rd
- PCT $24M
- PCT 574
- PCT 73rd
- PCT 401(k)
- PCT near Dominion Technologies Group, Inc. Employees' Profit Sharing Trust
- PCT ind #2416
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 Transportation & Warehousing retirement plans → · Plans in Minnesota →
Beltmann Group Incorporated 401(k) Savings and Retirement Plan Trust Agreement in the asset neighbourhood
Beltmann Group Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All Beltmann Group Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 18.01439160341822% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 365 | $20M |
| 2023 | 1 | 380 | $24M |
| 2024 | 1 | 574 | $24M |
Beltmann Group Incorporated filing trail (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $175K |
| Employer EIN | 411287134 |
| Plan Effective Date | 1986-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Beltmann Group Incorporated 401(k) Savings and Retirement Plan Trust Agreement's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Dominion Technologies Group, Inc. Employees' Profit Sharing Trust in MI ($24M); by covered participants it is Nederman Holding USA, Inc. 401(k) Plan in NC (574 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (574 participants); asset peers above are excluded.
- Nederman Holding USA, Inc. 401(k) Plan (NC) 574 · 0 off
- Marketwise Solutions LLC Savings and Retirement Plan (MD) 574 · 0 off
- Endurance Lift Holdings 401(k) Plan (TX) 574 · 0 off
- Avesis Retirement Investment Plan (AZ) 574 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.