401(k) · DOL Form 5500 · 2024

Ballew Wealth Management, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
234
Participants Below avg headcount
52nd
Percentile by assets National rank
$36,748
Avg per participant Low balance/head
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Official DOL plan name: Elite 401(k) Plan · Sponsored by Ballew Wealth Management, Inc. · Mississippi · Finance & Insurance

$9M in assets, 234 participants

Ballew Wealth Management, Inc.'s Elite 401(k) Plan reported $9M in total assets and 234 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,126 in Finance & Insurance (8,549 peers)

Ballew Wealth Management, Inc. multi-year trail

Ballew Wealth Management, Inc.'s plans moved +73.6% in assets from 2022 to 2024; this filing shows Elite 401(k) Plan at $9M / 234 participants.

#3,126
in Finance & Insurance (8,549 peers)
+13.5%
assets growth YoY

Elite 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Elite 401(k) Plan vs every filed plan by assets

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

$8,599,062 Top 48% higher than 52% 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

Elite 401(k) 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. Elite 401(k) Plan sits mid-pack in the medium band (234 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Elite 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Elite 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Elite 401(k) Plan reported participants fell from 245 in the plan year 2023 filing to 234 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 364300994 · Ballew Wealth Management, Inc. PY 2024 · 401(k)

Elite 401(k) Plan · $9M · 234 · 52nd

  • SCH $9M
  • SCH 234
  • SCH 52nd
  • SCH 401(k)
  • SCH near Infinity Molding & Assembly 401(k) Plan
  • SCH ind #3126

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 Finance & Insurance retirement plans → · Plans in Mississippi →

Elite 401(k) Plan in the asset neighbourhood

Elite 401(k) Plan$9MInfinity Molding & Assembly 401(k) PlanInfinity Molding & Assembly …$9MVocational Instruction Project Community Services, Inc. 403(b) PlanVocational Instruction Proje…$9MRoss Downing Chevrolet, Inc. 401(k) PlanRoss Downing Chevrolet, Inc.…$9MMountain Energy Services Inc. 401(k) PlanMountain Energy Services Inc…$9M
End-of-year total assets ($M) among Elite 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ballew Wealth Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ballew Wealth Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 73.64278737011006% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.45M $14.7M ▲ +73.6%
Year Plans Participants Total Assets
2022 2 258 $8M
2023 2 269 $10M
2024 2 250 $15M

Ballew Wealth Management, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN364300994
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Elite 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Elite 401(k) Plan, Total assets ($M): 8.599062 · Participants: 234Elite 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
Elite 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Elite 401(k) Plan side-by-side with 3 peers →

Elite 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Infinity Molding & Assembly 401(k) Plan in IN ($9M); by covered participants it is Linzer Products Corp 401(k) Plan in NY (234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 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 Elite 401(k) Plan assets move in 2024? ▼
Elite 401(k) Plan grew at a solid clip - up 13.5% during 2024, from $8M to $9M. Reported net income was $1M.
How have Ballew Wealth Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ballew Wealth Management, Inc.'s sponsor-wide assets grew 73.6%, from $8M to $15M.
Which 401(k) plans are similar in size to Elite 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Infinity Molding & Assembly 401(k) Plan in IN ($9M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Elite 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Linzer Products Corp 401(k) Plan in NY (234 participants, N/A 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 364300994.

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.