401(k) · DOL Form 5500 · 2024

Balanced Workforce Group, Inc. 401(k) Plan

Data updated 2026-08-25

$103K
Total assets Small plan by assets
1
Participants Small participant base
6th
Percentile by assets National rank
$103,491
Avg per participant Below avg balance/head
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Official DOL plan name: Balanced Workforce Group, Inc. Retirement Plan · Sponsored by Balanced Workforce Group, Inc. · Kentucky · Professional & Technical Services

$103K in assets, 1 participants

Balanced Workforce Group, Inc.'s Balanced Workforce Group, Inc. Retirement Plan reported $103K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 6th 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.

  • #1,118 in Professional & Technical Services (20,173 peers)

Balanced Workforce Group, Inc. multi-year trail

Balanced Workforce Group, Inc.'s plans moved +17.6% in assets from 2022 to 2024; this filing shows Balanced Workforce Group, Inc. Retirement Plan at $103K / 1 participant.

#1,118
in Professional & Technical Services (20,173 peers)
+15.3%
assets growth YoY

Balanced Workforce Group, Inc. Retirement Plan among the smaller filed plans by assets

Balanced Workforce Group, Inc. Retirement Plan vs every filed plan by assets

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

$103,491 6th percentile higher than 6% 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

Balanced Workforce Group, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Balanced Workforce Group, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Balanced Workforce Group, Inc. Retirement Plan reported net income rose from $2K in the plan year 2023 filing to $14K in the plan year 2024 filing.
  • Balanced Workforce Group, Inc. Retirement Plan end-of-year assets rose from $90K in the plan year 2023 filing to $103K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 845080253 · Balanced Workforce Group, Inc. PY 2024 · 401(k)

Balanced Workforce Group, Inc. Retirement Plan · $103K · 1 · 6th

  • IND $103K
  • IND 1
  • IND 6th
  • IND 401(k)
  • IND near Bridge City Golf Inc. 401(k) Plan
  • IND ind #1118

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 Professional & Technical Services retirement plans → · Plans in Kentucky →

Balanced Workforce Group, Inc. Retirement Plan in the asset neighbourhood

Balanced Workforce Group, Inc. Retirement PlanBalanced Workforce Group, In…$103KBridge City Golf Inc. 401(k) PlanBridge City Golf Inc. 401(k)…$103KJukilop Holdings LLC 401(k) Profit Sharing Plan & TrustJukilop Holdings LLC 401(k) …$103KMoody Restaurant Group Inc 401(k) PlanMoody Restaurant Group Inc 4…$104KMoore Reach, Inc. 401(k) Plan/TrustMoore Reach, Inc. 401(k) Pla…$103K
End-of-year total assets ($M) among Balanced Workforce Group, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Balanced Workforce Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Balanced Workforce Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$103K 17.603409090909093% vs 2022
2024 filing year
$0.09M$0.09M$0.1M$0.1M$0.11M 202220232024 $0.09M $0.1M ▲ +11.1%
Year Plans Participants Total Assets
2022 1 1 $88K
2023 1 1 $90K
2024 1 1 $103K

Balanced Workforce Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$90K
Net Assets (End of Year)$103K
Net Income$14K
Employer EIN845080253
Plan Effective Date2020-04-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Balanced Workforce Group, Inc. Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Balanced Workforce Group, Inc. Retirement Plan, Total assets ($B): 0.000103491 · Participants: 1Balanced Workforce Group, Inc. Retirement 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
Balanced Workforce Group, Inc. Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Balanced Workforce Group, Inc. Retirement Plan side-by-side with 3 peers →

Balanced Workforce Group, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Bridge City Golf Inc. 401(k) Plan in OR ($103K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Balanced Workforce Group, Inc. Retirement Plan assets move in 2024? ▼
Balanced Workforce Group, Inc. Retirement Plan grew sharply - up 15.3% during 2024, from $90K to $103K. Reported net income was $14K.
How have Balanced Workforce Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balanced Workforce Group, Inc.'s sponsor-wide assets grew 17.6%, from $88K to $103K.
Where does Balanced Workforce Group, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Balanced Workforce Group, Inc. Retirement Plan ranks in the 6th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Balanced Workforce Group, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bridge City Golf Inc. 401(k) Plan in OR ($103K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Balanced Workforce Group, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 845080253.

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.