401(k) · DOL Form 5500 · 2024

Belmark, Inc. 401(k) Plan

Data updated 2026-08-11

$184M
Total assets
1,301
Participants
94th
Percentile by assets
$141,616
Avg per participant
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Official DOL plan name: Belmark Employees' Retirement Savings Plan and Trust · Sponsored by Belmark, Inc. · Wisconsin · Manufacturing

$184M in assets, 1,301 participants

Belmark, Inc.'s Belmark Employees' Retirement Savings Plan and Trust reported $184M in total assets and 1,301 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 123,622 plans)
  • #16,145 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Belmark Employees' Retirement Savings Plan and Trust covers 1,301 participants in Wisconsin, 2.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $184M.

$184M
total plan assets (2024 EOY)
1,301
covered participants
94th
percentile by assets (of 123,622 plans)
$141,616
avg assets per participant

Where Belmark Employees' Retirement Savings Plan and Trust sits by total assets

Belmark Employees' Retirement Savings Plan and Trust vs every filed plan by assets

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

$184,242,444 Top 6% higher than 94% 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

  • Belmark Employees' Retirement Savings Plan and Trust reported net income fell from $32M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Belmark Employees' Retirement Savings Plan and Trust end-of-year assets rose from $159M in the plan year 2023 filing to $184M in the plan year 2024 filing.
  • Belmark Employees' Retirement Savings Plan and Trust reported participants rose from 1,211 in the plan year 2023 filing to 1,301 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Wisconsin
Industry
Manufacturing

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Belmark Employees' Retirement Savings Plan and Trust reports 1,301 participants - 2.3x that state average ($184M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$159M
Net Assets (End of Year)$184M
Net Income$26M
Employer EIN391283237
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belmark, Inc.)

$120M$140M$160M$180M$200M 202220232024 $126M $184M ▲ +46.3%
Total plan assets by year, all Belmark, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,159 $126M
2023 1 1,211 $159M
2024 1 1,301 $184M

Nearby 401(k) Plans in Wisconsin

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

Belmark Employees' Retirement Savings Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Belmark Employees' R…, Total assets ($B): 0.184242444 · Participants: 1301Belmark Employees' R…Advocate Aurora Heal…, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Heal…Johnson Controls Ret…, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation …
Belmark Employees' Retirement Savings Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Belmark Employees' Retirement Savings Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Belmark Employees' Retirement Savings Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Belmark Employees' Retirement Savings Plan and Trust assets move in 2024? ▼
Belmark Employees' Retirement Savings Plan and Trust grew sharply - up 16.2% during 2024, from $159M to $184M. Reported net income was $26M.
How have Belmark, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belmark, Inc.'s sponsor-wide assets grew 46.3%, from $126M to $184M.
Where does Belmark Employees' Retirement Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Belmark Employees' Retirement Savings Plan and Trust ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Belmark Employees' Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pci Gaming Authority 401(k) Retirement Plan in AL ($184M, 6,426 participants).

Next read for Belmark Employees' Retirement Savings Pl…

Filing takeaways

Ways to act on Belmark Employees' Retirement Savings Plan and Trust's numbers.

  • By total assets, Belmark Employees' Retirement Savings Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
  • Belmark, Inc.'s sponsor-wide assets have grown 46.3% since 2022 across 3 plan years on file. More Manufacturing plans

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 391283237.

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.