401(k) · DOL Form 5500 · 2024
Russell T. Bundy Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 519
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $106,627
- Avg per participant Below avg balance/head
Official DOL plan name: Bundy Associates Retirement Plan · Sponsored by Russell T. Bundy Associates, Inc. · Ohio · Wholesale Trade
$55M in assets, 519 participants
Russell T. Bundy Associates, Inc.'s Bundy Associates Retirement Plan reported $55M in total assets and 519 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #5,265 in Wholesale Trade (6,080 peers)
Where Bundy Associates Retirement Plan sits by assets
Bundy Associates Retirement Plan sits in the top quartile of all filed plans by assets, $55M for 519 participants (~$106,627/participant), up 12.1% in 2024.
- #5,265
- in Wholesale Trade (6,080 peers)
- +12.1%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Bundy Associates Retirement Plan's outsized position by total assets
Bundy Associates Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$55,339,272 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bundy Associates Retirement 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. Bundy Associates Retirement Plan sits mid-pack in the medium band (519 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bundy Associates Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Bundy Associates Retirement Plan end-of-year assets rose from $49M in the plan year 2023 filing to $55M in the plan year 2024 filing.
- Bundy Associates Retirement Plan reported participants rose from 495 in the plan year 2023 filing to 519 in the plan year 2024 filing.
DOL schedule card
Filing strip 231670915 · Russell T. Bundy Associates, Inc. PY 2024 · 401(k)
Bundy Associates Retirement Plan · $55M · 519 · 85th
- EIN $55M
- RANK 519
- PHOTO 85th
- IND 401(k)
- EOY near Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan
- 5500 ind #5265
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 Wholesale Trade retirement plans → · Plans in Ohio →
Bundy Associates Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $6M |
| Employer EIN | 231670915 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Russell T. Bundy Associates, Inc.)
Sponsor-wide plan assets over time
All Russell T. Bundy Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 15.666705369051979% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 556 | $48M |
| 2023 | 1 | 495 | $49M |
| 2024 | 1 | 519 | $55M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Bundy Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan in CA ($55M); by covered participants it is Bell Techlogix Savings and Retirement Plan in IN (519 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
- Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan (CA) $55M · 247
- Simplisafe 401(k) Plan (MA) $55M · 1,155
- Oxford Staff 401(k) Retirement Savings Plan (MA) $55M · 603
- Allegiance Benefit Plan Management, Inc. 401(k) Plan (MT) $55M · 652
Similar participant headcount
Nearest other-state filings by covered participants (519 participants); asset peers above are excluded.
- Bell Techlogix Savings and Retirement Plan (IN) 519 · 0 off
- True Religion Apparel, Inc. 401(k) Plan (CA) 519 · 0 off
- Gopro 401(k) Plan (CA) 519 · 0 off
- Pathways, Incorporated Employees' Retirement Plan (NY) 519 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.