401(k)
2024 plan-year 401(k) DOL Form 5500

Bardavon Health Innovations, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bardavon Health Innovations, Inc. · Kansas · Professional & Technical Services

What the 2023 filing shows

Bardavon Health Innovations, Inc. 401(k) Plan holds $6M for 154 participants — about $39,863 per participant, down 21.8% over the 2024 plan year.

$6M
total plan assets (2024 EOY)
154
covered participants
$39,863
avg assets per participant
-21.8%
assets change YoY

The plan reported a net loss of $2M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$6M
Participants
154
State
Industry
Professional & Technical Services

What the Filing Says About Bardavon Health Innovations, Inc. 401(k) Plan

Bardavon Health Innovations, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Bardavon Health Innovations, Inc., headquartered in Kansas. As of the 2024 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 154 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 270313357, and the plan has been effective since 2014-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2024 to $6M at year-end — a decline of 21.8%. Net assets (after liabilities) closed the year at $6M, with reported net income of $-1,714,621 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$8M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$-1,714,621
Plan Type401(k)
Employer EIN270313357
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bardavon Health Innovations, Inc.)

Year Plans Participants Total Assets
2022 1 221 $7M
2023 1 233 $8M
2024 1 154 $6M

Nearby 401(k) Plans in Kansas

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Frequently Asked Questions

How much money is in the Bardavon Health Innovations, Inc. 401(k) Plan?
As of the 2024 Form 5500 filing, Bardavon Health Innovations, Inc. 401(k) Plan holds $6M in total assets with 154 participants. It is sponsored by Bardavon Health Innovations, Inc..
What type of plan is Bardavon Health Innovations, Inc. 401(k) Plan?
Bardavon Health Innovations, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2014-01-01. The plan is filed with the U.S. Department of Labor under EIN 270313357.
Who sponsors the Bardavon Health Innovations, Inc. 401(k) Plan?
Bardavon Health Innovations, Inc. 401(k) Plan is sponsored by Bardavon Health Innovations, Inc., located in Kansas. The sponsor's EIN is 270313357 and the plan operates in the Professional & Technical Services industry.
How did Bardavon Health Innovations, Inc. 401(k) Plan perform in 2024?
Bardavon Health Innovations, Inc. 401(k) Plan declined by 21.8% during 2024, moving from $8M to $6M in total assets. Net income was $-1,714,621.
Where can I find official filings for Bardavon Health Innovations, Inc. 401(k) Plan?
Official Form 5500 filings for Bardavon Health Innovations, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 270313357 or plan name at efast.dol.gov.
How does Bardavon Health Innovations, Inc. 401(k) Plan compare to other plans?
You can compare Bardavon Health Innovations, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Kansas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 270313357.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.