401(k) · DOL Form 5500 · 2024

Bellomy Research 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
123
Participants Small participant base
44th
Percentile by assets National rank
$45,748
Avg per participant Low balance/head
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Official DOL plan name: Bellomy Research 401(k) Retirement Plan · Sponsored by Bellomy Research · North Carolina · Professional & Technical Services

$6M in assets, 123 participants

Bellomy Research's Bellomy Research 401(k) Retirement Plan reported $6M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,444 in Professional & Technical Services (20,173 peers)

Coverage in North Carolina

Bellomy Research 401(k) Retirement Plan covers 123 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#8,444
in Professional & Technical Services (20,173 peers)
+19.2%
assets growth YoY

Bellomy Research 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bellomy Research 401(k) Retirement Plan vs every filed plan by assets

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

$5,627,021 44th percentile higher than 44% 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

Bellomy Research 401(k) Retirement 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. Bellomy Research 401(k) Retirement Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bellomy Research 401(k) Retirement Plan reported net income rose from -$257K in the plan year 2023 filing to $881K in the plan year 2024 filing.
  • Bellomy Research 401(k) Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Bellomy Research 401(k) Retirement Plan reported participants rose from 105 in the plan year 2023 filing to 123 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 561173448 · Bellomy Research PY 2024 · 401(k)

Bellomy Research 401(k) Retirement Plan · $6M · 123 · 44th

  • BOOK $6M
  • VS-ST 123
  • BOY 44th
  • SCH 401(k)
  • EBSA near Reports Now Inc 401(k) Profit Sharing Plan & Trust
  • PART ind #8444

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Bellomy Research 401(k) Retirement Plan in the asset neighbourhood

Bellomy Research 401(k) Retirement PlanBellomy Research 401(k) Reti…$6MReports Now Inc 401(k) Profit Sharing Plan & TrustReports Now Inc 401(k) Profi…$6MMaxson Automatic Machinery Co. 401(k) PlanMaxson Automatic Machinery C…$6MWhitcher Builders Employee Stock Ownership 401(k) PlanWhitcher Builders Employee S…$6MWagner, Falconer, and Judd Ltd Profit Sharing Plan and TrustWagner, Falconer, and Judd L…$6M
End-of-year total assets ($M) among Bellomy Research 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$881K
Employer EIN561173448
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bellomy Research)

Sponsor-wide plan assets over time

All Bellomy Research plans reported in each filing year

Latest sponsor-wide plan assets
$6M 13.007116790923154% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.98M $5.63M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 102 $5M
2023 1 105 $5M
2024 1 123 $6M

Nearby 401(k) Plans in North Carolina

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

Bellomy Research 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Bellomy Research 401(k) Retirement Plan, Total assets ($B): 0.005627021 · Participants: 123Bellomy Research 401(k) Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Bellomy Research 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Bellomy Research 401(k) Retirement Plan side-by-side with 3 peers →

Bellomy Research 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Reports Now Inc 401(k) Profit Sharing Plan & Trust in CO ($6M); by covered participants it is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Bellomy Research 401(k) Retirement Plan assets move in 2024? ▼
Bellomy Research 401(k) Retirement Plan grew sharply - up 19.2% during 2024, from $5M to $6M. Reported net income was $881K.
How have Bellomy Research plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellomy Research's sponsor-wide assets grew 13.0%, from $5M to $6M.
Which 401(k) plans are similar in size to Bellomy Research 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reports Now Inc 401(k) Profit Sharing Plan & Trust in CO ($6M, 40 participants).
Which 401(k) plans cover a similar participant headcount to Bellomy Research 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants, $2M 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 561173448.

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.