401(k) · DOL Form 5500 · 2024

Balfour Beatty Investments Inc 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
1,662
Participants Near avg headcount
83rd
Percentile by assets National rank
$28,328
Avg per participant Low balance/head
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Official DOL plan name: Balfour Beatty Investments, Inc. 401(k) Plan · Sponsored by Balfour Beatty Investments Inc · Pennsylvania · Real Estate

$47M in assets, 1,662 participants

Balfour Beatty Investments Inc's Balfour Beatty Investments, Inc. 401(k) Plan reported $47M in total assets and 1,662 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #4,276 in Real Estate (4,605 peers)

Coverage in Pennsylvania

Balfour Beatty Investments, Inc. 401(k) Plan covers 1,662 participants in Pennsylvania, 2.0x the typical Pennsylvania plan (state average ~822 per filing). Assets: $47M.

#4,276
in Real Estate (4,605 peers)
+17.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Balfour Beatty Investments, Inc. 401(k) Plan's outsized position by total assets

Balfour Beatty Investments, Inc. 401(k) Plan vs every filed plan by assets

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

$47,080,485 Top 17% higher than 83% 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

Balfour Beatty Investments, Inc. 401(k) 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. Balfour Beatty Investments, Inc. 401(k) Plan lands in the large band (1,662 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Balfour Beatty Investments, Inc. 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Balfour Beatty Investments, Inc. 401(k) Plan end-of-year assets rose from $40M in the plan year 2023 filing to $47M in the plan year 2024 filing.
  • Balfour Beatty Investments, Inc. 401(k) Plan reported participants rose from 1,543 in the plan year 2023 filing to 1,662 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 262310710 · Balfour Beatty Investments Inc PY 2024 · 401(k)

Balfour Beatty Investments, Inc. 401(k) Plan · $47M · 1,662 · 83rd

  • VS-ST $47M
  • VS-ST 1,662
  • VS-ST 83rd
  • VS-ST 401(k)
  • VS-ST near Rusnak 401(k) Plan
  • VS-ST ind #4276

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 Pennsylvania →

Balfour Beatty Investments, Inc. 401(k) Plan in the asset neighbourhood

Esi Holdings, Inc. 401(k) PlanEsi Holdings, Inc. 401(k) Pl…$47MCmbs Profit Sharing 401(k) PlanCmbs Profit Sharing 401(k) P…$47MFour Seasons Orthopedic Center, PA 401(k) PlanFour Seasons Orthopedic Cent…$47MBalfour Beatty Investments, Inc. 401(k) PlanBalfour Beatty Investments, …$47MRusnak 401(k) Plan$47M
End-of-year total assets ($M) among Balfour Beatty Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$47M
Net Income$7M
Employer EIN262310710
Plan Effective Date2008-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balfour Beatty Investments Inc)

Sponsor-wide plan assets over time

All Balfour Beatty Investments Inc plans reported in each filing year

Latest sponsor-wide plan assets
$47M 53.111729694627854% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $30.8M $47.1M ▲ +53.1%
Year Plans Participants Total Assets
2022 1 1,429 $31M
2023 1 1,543 $40M
2024 1 1,662 $47M

Nearby 401(k) Plans in Pennsylvania

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

Balfour Beatty Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Balfour Beatty Investments, Inc. 401(k) Plan, Total assets ($B): 0.047080485 · Participants: 1662Balfour Beatty Investments, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Balfour Beatty Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Balfour Beatty Investments, Inc. 401(k) Plan side-by-side with 3 peers →

Balfour Beatty Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Rusnak 401(k) Plan in CA ($47M); by covered participants it is Extron Electronics 401(k) Plan in CA (1,662 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,662 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 Balfour Beatty Investments, Inc. 401(k) Plan assets move in 2024? ▼
Balfour Beatty Investments, Inc. 401(k) Plan grew sharply - up 17.4% during 2024, from $40M to $47M. Reported net income was $7M.
How have Balfour Beatty Investments Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balfour Beatty Investments Inc's sponsor-wide assets grew 53.1%, from $31M to $47M.
Where does Balfour Beatty Investments, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Balfour Beatty Investments, Inc. 401(k) Plan ranks in the 83rd 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 Balfour Beatty Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rusnak 401(k) Plan in CA ($47M, 702 participants).
Which 401(k) plans cover a similar participant headcount to Balfour Beatty Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Extron Electronics 401(k) Plan in CA (1,662 participants, $387M 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 262310710.

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.