401(k) · DOL Form 5500 · 2024

Belmont Village, L.P. 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
2,470
Participants Above avg headcount
86th
Percentile by assets National rank
$23,985
Avg per participant Low balance/head
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Official DOL plan name: Belmont Village, L.P. 401(k) Savings Plan · Sponsored by Belmont Village, L.P. · Texas · Real Estate

$59M in assets, 2,470 participants

Belmont Village, L.P.'s Belmont Village, L.P. 401(k) Savings Plan reported $59M in total assets and 2,470 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #4,344 in Real Estate (4,605 peers)

Coverage in Texas

Belmont Village, L.P. 401(k) Savings Plan covers 2,470 participants in Texas, 3.6x the typical Texas plan (state average ~688 per filing). Assets: $59M.

#4,344
in Real Estate (4,605 peers)
+14.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Belmont Village, L.P. 401(k) Savings Plan's outsized position by total assets

Belmont Village, L.P. 401(k) Savings Plan vs every filed plan by assets

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

$59,242,891 Top 14% higher than 86% 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

Belmont Village, L.P. 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Belmont Village, L.P. 401(k) Savings Plan lands in the large band (2,470 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Belmont Village, L.P. 401(k) Savings Plan end-of-year assets rose from $52M in the plan year 2023 filing to $59M in the plan year 2024 filing.
  • Belmont Village, L.P. 401(k) Savings Plan reported participants rose from 2,209 in the plan year 2023 filing to 2,470 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 742868232 · Belmont Village, L.P. PY 2024 · 401(k)

Belmont Village, L.P. 401(k) Savings Plan · $59M · 2,470 · 86th

  • EIN $59M
  • RANK 2,470
  • PHOTO 86th
  • IND 401(k)
  • EOY near The National Football League Capital Accumulation Plan
  • 5500 ind #4344

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 Real Estate retirement plans → · Plans in Texas →

Belmont Village, L.P. 401(k) Savings Plan in the asset neighbourhood

Bell Partners Inc. 401(k) Retirement PlanBell Partners Inc. 401(k) Re…$59MMasterbrand Cabinets LLC Union Employees Savings PlanMasterbrand Cabinets LLC Uni…$59MDayton Physicians, LLC Profit Sharing 401(k) PlanDayton Physicians, LLC Profi…$59MBelmont Village, L.P. 401(k) Savings PlanBelmont Village, L.P. 401(k)…$59MThe National Football League Capital Accumulation PlanThe National Football League…$59M
End-of-year total assets ($M) among Belmont Village, L.P. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$59M
Net Income$7M
Employer EIN742868232
Plan Effective Date1993-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belmont Village, L.P.)

Sponsor-wide plan assets over time

All Belmont Village, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 33.684139290811814% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $44.3M $59.2M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 2,226 $44M
2023 1 2,209 $52M
2024 1 2,470 $59M

Nearby 401(k) Plans in Texas

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

Belmont Village, L.P. 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Belmont Village, L.P. 401(k) Savings Plan, Total assets ($B): 0.059242891 · Participants: 2470Belmont Village, L.P. 401(k) Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Belmont Village, L.P. 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Belmont Village, L.P. 401(k) Savings Plan side-by-side with 3 peers →

Belmont Village, L.P. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The National Football League Capital Accumulation Plan in WA ($59M); by covered participants it is Vallen Distribution, Inc. 401(k) Plan in NC (2,470 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,470 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 Belmont Village, L.P. 401(k) Savings Plan assets move in 2024? ▼
Belmont Village, L.P. 401(k) Savings Plan grew at a solid clip - up 14.4% during 2024, from $52M to $59M. Reported net income was $7M.
How have Belmont Village, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belmont Village, L.P.'s sponsor-wide assets grew 33.7%, from $44M to $59M.
Where does Belmont Village, L.P. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Belmont Village, L.P. 401(k) Savings Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Belmont Village, L.P. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The National Football League Capital Accumulation Plan in WA ($59M, 382 participants).
Which 401(k) plans cover a similar participant headcount to Belmont Village, L.P. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vallen Distribution, Inc. 401(k) Plan in NC (2,470 participants, $240M 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 742868232.

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.