401(k) · DOL Form 5500 · 2024

Balluff, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
177
Participants Small participant base
79th
Percentile by assets National rank
$194,163
Avg per participant Above avg balance/head
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Official DOL plan name: Balluff, Inc. 401(k) Profit Sharing Plan · Sponsored by Balluff, Inc. · Kentucky · Manufacturing

$34M in assets, 177 participants

Balluff, Inc.'s Balluff, Inc. 401(k) Profit Sharing Plan reported $34M in total assets and 177 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #12,688 in Manufacturing (17,777 peers)

Coverage in Kentucky

Balluff, Inc. 401(k) Profit Sharing Plan covers 177 participants in Kentucky, about 27% of the average Kentucky filer (state average ~647 per filing). Assets: $34M.

#12,688
in Manufacturing (17,777 peers)
+1.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Balluff, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Balluff, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$34,366,932 Top 21% higher than 79% 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

Balluff, Inc. 401(k) Profit Sharing 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. Balluff, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Balluff, Inc. 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $506K in the plan year 2024 filing.
  • Balluff, Inc. 401(k) Profit Sharing Plan reported participants rose from 162 in the plan year 2023 filing to 177 in the plan year 2024 filing.
  • Balluff, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $34M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 222326111 · Balluff, Inc. PY 2024 · 401(k)

Balluff, Inc. 401(k) Profit Sharing Plan · $34M · 177 · 79th

  • PCT $34M
  • PCT 177
  • PCT 79th
  • PCT 401(k)
  • PCT near Appliance World 401(k) Plan
  • PCT ind #12688

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 Kentucky →

Balluff, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Balluff, Inc. 401(k) Profit Sharing PlanBalluff, Inc. 401(k) Profit …$34MAppliance World 401(k) Plan$34MStillwater Designs and Audio, Inc. 401(k) Profit Sharing PlanStillwater Designs and Audio…$34MMarquette University High School 401(k) PlanMarquette University High Sc…$34MForensic Analytical Retirement PlanForensic Analytical Retireme…$34M
End-of-year total assets ($M) among Balluff, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$34M
Net Income$506K
Employer EIN222326111
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balluff, Inc.)

Sponsor-wide plan assets over time

All Balluff, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 15.937037566177636% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.6M $34.4M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 156 $30M
2023 1 162 $34M
2024 1 177 $34M

Nearby 401(k) Plans in Kentucky

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

Balluff, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Balluff, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.034366932 · Participants: 177Balluff, Inc. 401(k) Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Balluff, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Balluff, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Balluff, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Appliance World 401(k) Plan in NY ($34M); by covered participants it is Greater Houston Retailers Association 401(k) Plan in TX (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Balluff, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Balluff, Inc. 401(k) Profit Sharing Plan edged up modestly - up 1.5% during 2024, from $34M to $34M. Reported net income was $506K.
How have Balluff, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balluff, Inc.'s sponsor-wide assets grew 15.9%, from $30M to $34M.
Where does Balluff, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Balluff, Inc. 401(k) Profit Sharing Plan ranks in the 79th 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 Balluff, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Appliance World 401(k) Plan in NY ($34M, 46 participants).
Which 401(k) plans cover a similar participant headcount to Balluff, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greater Houston Retailers Association 401(k) Plan in TX (177 participants, $496K 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 222326111.

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.