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
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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.

  • 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

This plan $0 $2,010,000,000 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

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 →

State
Industry

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

$12M$14M$16M$18M 202220232024 $13.5M $17.3M ▲ +27.7%
Total plan assets by year, all Bear Diversified Inc. plans on file
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 ($B) Participants Bear Diversified, In…, Total assets ($B): 0.017256869 · Participants: 843Bear Diversified, In…GE Aerospace Retirem…, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirem…The Kroger Co. 401(k…, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k…The Progressive 401(…, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(…The Sherwin-Williams…, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams…Parker Retirement Sa…, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Sa…
Bear Diversified, Inc. 401(k) Retirement & Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

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?
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).

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