401(k) · DOL Form 5500 · 2024
Bellamy Automotive Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 138
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $123,656
- Avg per participant Near avg balance/head
Official DOL plan name: Bellamy Automotive Group, Inc. 401(k) Plan · Sponsored by Bellamy Automotive Group, Inc. · Georgia · Retail Trade
$17M in assets, 138 participants
Bellamy Automotive Group, Inc.'s Bellamy Automotive Group, Inc. 401(k) Plan reported $17M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #6,262 in Retail Trade (8,048 peers)
Coverage in Georgia
Bellamy Automotive Group, Inc. 401(k) Plan covers 138 participants in Georgia, about 13% of the average Georgia filer (state average ~1,096 per filing). Assets: $17M.
- #6,262
- in Retail Trade (8,048 peers)
- +14.2%
- assets growth YoY
Bellamy Automotive Group, Inc. 401(k) Plan's outsized position by total assets
Bellamy Automotive Group, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,064,478 Top 33% higher than 67% 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
Bellamy Automotive Group, Inc. 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. Bellamy Automotive Group, Inc. 401(k) Plan sits mid-pack in the medium band (138 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bellamy Automotive Group, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Bellamy Automotive Group, Inc. 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Bellamy Automotive Group, Inc. 401(k) Plan reported participants rose from 132 in the plan year 2023 filing to 138 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 581474852 · Bellamy Automotive Group, Inc. PY 2024 · 401(k)
Bellamy Automotive Group, Inc. 401(k) Plan · $17M · 138 · 67th
- TYPE $17M
- TYPE 138
- TYPE 67th
- TYPE 401(k)
- TYPE near Millennium Physicians Association, PLLC 401(k) Plan
- TYPE ind #6262
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 Retail Trade retirement plans → · Plans in Georgia →
Bellamy Automotive Group, Inc. 401(k) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 581474852 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bellamy Automotive Group, Inc.)
Sponsor-wide plan assets over time
All Bellamy Automotive Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 40.748770070510155% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $12M |
| 2023 | 1 | 132 | $15M |
| 2024 | 1 | 138 | $17M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Bellamy Automotive Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Millennium Physicians Association, PLLC 401(k) Plan in TX ($17M); by covered participants it is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Budney Overhaul & Repair, Ltd Employee Retirement Plan (CT) 138 · 0 off
- Quality Dealerships 401(k) Profit Sharing Plan (NM) 138 · 0 off
- Exceptional Foresters Inc. 401(k) Plan (WA) 138 · 0 off
- Ae Logistics 401(k) & Psp (LA) 138 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.