401(k) · DOL Form 5500 · 2024

Black Forest Ventures, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets: 565
Participants Below avg headcount: 72nd
Percentile by assets National rank: $38,555
Avg per participant Low balance/head

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Official DOL plan name: Black Forest 401(k) Plan · Sponsored by Black Forest Ventures, LLC · Texas · Management of Enterprises

$22M in assets, 565 participants

Black Forest Ventures, LLC's Black Forest 401(k) Plan reported $22M in total assets and 565 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

#611 in Management of Enterprises (1,133 peers)

Black Forest Ventures, LLC multi-year trail

Black Forest Ventures, LLC's plans moved +52.1% in assets from 2022 to 2024; this filing shows Black Forest 401(k) Plan at $22M / 565 participants.

#611
in Management of Enterprises (1,133 peers): +18.1%
assets growth YoY

Black Forest 401(k) Plan's outsized position by total assets

Black Forest 401(k) Plan vs every filed plan by assets

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

$21,783,611 Top 28% higher than 72% 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

Black Forest 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. Black Forest 401(k) Plan sits mid-pack in the medium band (565 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Black Forest 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Black Forest 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Black Forest 401(k) Plan reported participants fell from 636 in the plan year 2023 filing to 565 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 264068540 · Black Forest Ventures, LLC PY 2024 · 401(k)

Black Forest 401(k) Plan · $22M · 565 · 72nd

NET $22M
BOOK 565
VS-ST 72nd
BOY 401(k)
SCH near W.E. Bowers & Associates Union Retirement Plan
EBSA ind #611

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 Management of Enterprises retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Black Forest 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Black Forest Ventures, LLC multi-year asset trail

Latest sponsor-wide plan assets: $22M 52.073239120799364% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	576	$14M
2023	1	636	$18M
2024	1	565	$22M

Black Forest Ventures, LLC filing trail (2024)

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$22M
Net Income	$3M
Employer EIN	264068540
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Black Forest 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Black Forest 401(k) Plan side-by-side with 3 peers →

Black Forest 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is W.E. Bowers & Associates Union Retirement Plan in MD ($22M); by covered participants it is Axis Communications, Inc. 401(k) Plan in MA (565 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

W.E. Bowers & Associates Union Retirement Plan (MD) $22M · 1,074
Usi Consultants, Inc 401(k) Plan (IN) $22M · 93
Preferred Credit, Inc. Retirement Savings Plan (MN) $22M · 243
Wilson Electric 401(k) Plan (AZ) $22M · 719

Similar participant headcount

Nearest other-state filings by covered participants (565 participants); asset peers above are excluded.

Axis Communications, Inc. 401(k) Plan (MA) 565 · 0 off
Elevation Labs 401(k) Plan (ID) 565 · 0 off
Steampunk, Inc. 401(k) Plan (VA) 565 · 0 off
Intermedia.Net 401(k) Plan (CA) 565 · 0 off

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 Black Forest 401(k) Plan assets move in 2024? ▼

Black Forest 401(k) Plan grew sharply - up 18.1% during 2024, from $18M to $22M. Reported net income was $3M.

How have Black Forest Ventures, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Black Forest Ventures, LLC's sponsor-wide assets grew 52.1%, from $14M to $22M.

Which 401(k) plans are similar in size to Black Forest 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is W.E. Bowers & Associates Union Retirement Plan in MD ($22M, 1,074 participants).

Which 401(k) plans cover a similar participant headcount to Black Forest 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Axis Communications, Inc. 401(k) Plan in MA (565 participants, $64M 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 264068540.