401(k) · DOL Form 5500 · 2024
Bear Diversified Inc. 401(k) Plan
Data updated 2026-08-11
- $17M
- Total assets
- 843
- Participants
- 67th
- Percentile by assets
- $20,471
- Avg per participant
Official DOL plan name: Bear Diversified, Inc. 401(k) Retirement & Savings Plan · Sponsored by Bear Diversified Inc. · Ohio · Manufacturing
$17M in assets, 843 participants
Bear Diversified Inc.'s Bear Diversified, Inc. 401(k) Retirement & Savings Plan reported $17M in total assets and 843 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.
- 67th percentile by assets (of 123,622 plans)
- #9,957 in Manufacturing (17,777 peers)
Bear Diversified Inc. multi-year trail
Bear Diversified Inc.'s plans moved +27.7% in assets from 2022 to 2024; this filing shows Bear Diversified, Inc. 401(k) Retirement & Savings Plan at $17M / 843 participants.
- $17M
- total plan assets (2024 EOY)
- 843
- covered participants
- 67th
- percentile by assets (of 123,622 plans)
- $20,471
- avg assets per participant
Where Bear Diversified, Inc. 401(k) Retirement & Savings Plan sits by total assets
Bear Diversified, Inc. 401(k) Retirement & Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,256,869 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bear Diversified, Inc. 401(k) Retirement & Savings Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Bear Diversified, Inc. 401(k) Retirement & Savings Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Bear Diversified Inc. across 3 plan years on file
Across the 3 plan years Bear Diversified Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $14M to $17M, a gain of 27.7%, while reported participants moved from 762 to 843 (+10.6%). Peak year by sponsor assets: 2024 ($17M); trough: 2022 ($14M).
Bear Diversified Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 762 | $14M |
| 2023 | 1 | 850 | $15M |
| 2024 | 1 | 843 | $17M |
Bear Diversified Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 474467472 |
| Plan Effective Date | 2009-08-01 |
| Filing Status | FILING RECEIVED |
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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bear Diversified, Inc. 401(k) Retirement & Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Bear Diversified, Inc. 401(k) Retirement & Savings Plan assets move in 2024? ▼
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Next read for Bear Diversified, Inc. 401(k) Retirement…
Multi-year trail
Ways to act on Bear Diversified, Inc. 401(k) Retirement & Savings Plan's numbers.
- By total assets, Bear Diversified, Inc. 401(k) Retirement & Savings Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Bear Diversified Inc.'s sponsor-wide assets have grown 27.7% since 2022 across 3 plan years on file. More Manufacturing plans