401(k) · DOL Form 5500 · 2024

Breakers Unlimited 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
127
Participants Small participant base
59th
Percentile by assets National rank
$91,229
Avg per participant Below avg balance/head
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Official DOL plan name: Breakers Unlimited Qbox 401(k) Plan · Sponsored by Breakers Unlimited · Indiana · Wholesale Trade

$12M in assets, 127 participants

Breakers Unlimited's Breakers Unlimited Qbox 401(k) Plan reported $12M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,087 in Wholesale Trade (6,080 peers)

Coverage in Indiana

Breakers Unlimited Qbox 401(k) Plan covers 127 participants in Indiana, about 23% of the average Indiana filer (state average ~541 per filing). Assets: $12M.

#3,087
in Wholesale Trade (6,080 peers)
+27.7%
assets growth YoY

Breakers Unlimited Qbox 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Breakers Unlimited Qbox 401(k) Plan vs every filed plan by assets

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

$11,586,097 Top 41% higher than 59% 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

Breakers Unlimited Qbox 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. Breakers Unlimited Qbox 401(k) Plan sits mid-pack in the medium band (127 participants).

Plan-year Form 5500 strip

Filing strip 351801594 · Breakers Unlimited PY 2024 · 401(k)

Breakers Unlimited Qbox 401(k) Plan · $12M · 127 · 59th

  • BOY $12M
  • BOY 127
  • BOY 59th
  • BOY 401(k)
  • BOY near Bergeson, LLP 401(k) Plan
  • BOY ind #3087

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 Indiana →

Breakers Unlimited Qbox 401(k) Plan in the asset neighbourhood

Breakers Unlimited Qbox 401(k) PlanBreakers Unlimited Qbox 401(…$12MBergeson, LLP 401(k) Plan$12MUsherwood Business Equipment Inc. Dba Usherwood Office Technology 401(k) Profit Sharing PlanUsherwood Business Equipment…$12MThe Synergy Global Solutions, Inc. 401(k) PlanThe Synergy Global Solutions…$12MCasto Technical Services, Inc. Employee Savings PlanCasto Technical Services, In…$12M
End-of-year total assets ($M) among Breakers Unlimited Qbox 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN351801594
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Breakers Unlimited Qbox 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Breakers Unlimited Qbox 401(k) Plan, Total assets ($B): 0.011586097 · Participants: 127Breakers Unlimited Qbox 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Breakers Unlimited Qbox 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Breakers Unlimited Qbox 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Bergeson, LLP 401(k) Plan in CA ($12M); by covered participants it is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Breakers Unlimited Qbox 401(k) Plan assets move in 2024? ▼
Breakers Unlimited Qbox 401(k) Plan grew sharply - up 27.7% during 2024, from $9M to $12M. Reported net income was $3M.
Which 401(k) plans are similar in size to Breakers Unlimited Qbox 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bergeson, LLP 401(k) Plan in CA ($12M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Breakers Unlimited Qbox 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants, $829K 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 351801594.

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.