401(k) · DOL Form 5500 · 2024

Bear Diversified Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
843
Participants Near avg headcount
67th
Percentile by assets National rank
$20,471
Avg per participant Low balance/head
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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.

  • #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.

#9,957
in Manufacturing (17,777 peers)
+16.0%
assets growth YoY

Bear Diversified, Inc. 401(k) Retirement & Savings Plan's outsized position 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

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

Bear Diversified, Inc. 401(k) Retirement & Savings 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. Bear Diversified, Inc. 401(k) Retirement & Savings Plan sits mid-pack in the medium band (843 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 474467472 · Bear Diversified Inc. PY 2024 · 401(k)

Bear Diversified, Inc. 401(k) Retirement & Savings Plan · $17M · 843 · 67th

  • VS-ST $17M
  • BOY 843
  • SCH 67th
  • EBSA 401(k)
  • PART near Golden Retirement Plan
  • TYPE ind #9957

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 Manufacturing retirement plans → · Plans in Ohio →

Bear Diversified, Inc. 401(k) Retirement & Savings Plan in the asset neighbourhood

Bear Diversified, Inc. 401(k) Retirement & Savings PlanBear Diversified, Inc. 401(k…$17MGolden Retirement Plan$17M401(k) Profit Sharing Plan for Employees of Indiana Legal Services, Inc.401(k) Profit Sharing Plan f…$17MBill Pearce Motors, Inc. 401(k) Profit Sharing PlanBill Pearce Motors, Inc. 401…$17MAvidyne Corporation 401(k) Retirement PlanAvidyne Corporation 401(k) R…$17M
End-of-year total assets ($M) among Bear Diversified, Inc. 401(k) Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bear Diversified Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bear Diversified Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 27.683194997106998% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.5M $17.3M ▲ +27.7%
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 EIN474467472
Plan Effective Date2009-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Bear Diversified, Inc. 401(k) Retirement & Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Bear Diversified, Inc. 401(k) Retirement & Savings Plan, Total assets ($B): 0.017256869 · Participants: 843Bear Diversified, Inc. 401(k) Retirement & Savings PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Bear Diversified, Inc. 401(k) Retirement & Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Bear Diversified, Inc. 401(k) Retirement & Savings Plan side-by-side with 3 peers →

Bear Diversified, Inc. 401(k) Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Golden Retirement Plan in NC ($17M); by covered participants it is Yokohama Industries Americas Inc. Profit Sharing & 401(k) Plan in KY (843 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (843 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 Bear Diversified, Inc. 401(k) Retirement & Savings Plan assets move in 2024? ▼
Bear Diversified, Inc. 401(k) Retirement & Savings Plan grew sharply - up 16.0% during 2024, from $15M to $17M. Reported net income was $2M.
How have Bear Diversified Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bear Diversified Inc.'s sponsor-wide assets grew 27.7%, from $14M to $17M.
Which 401(k) plans are similar in size to Bear Diversified, Inc. 401(k) Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Golden Retirement Plan in NC ($17M, 77 participants).
Which 401(k) plans cover a similar participant headcount to Bear Diversified, Inc. 401(k) Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Yokohama Industries Americas Inc. Profit Sharing & 401(k) Plan in KY (843 participants, $37M 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 474467472.

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.