401(k) · DOL Form 5500 · 2024

Belmark, Inc. 401(k) Plan

Data updated 2026-08-25

$184M
Total assets Near avg plan size
1,301
Participants Near avg headcount
94th
Percentile by assets National rank
$141,616
Avg per participant Near avg balance/head
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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.

  • #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.

#16,145
in Manufacturing (17,777 peers)
+16.2%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Belmark Employees' Retirement Savings Plan and Trust's outsized position 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 $2,050,000,000 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

Belmark Employees' Retirement Savings Plan and Trust's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Belmark Employees' Retirement Savings Plan and Trust lands in the large band (1,301 participants).

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 →

Form 5500 schedule snapshot

Filing strip 391283237 · Belmark, Inc. PY 2024 · 401(k)

Belmark Employees' Retirement Savings Plan and Trust · $184M · 1,301 · 94th

  • PCT $184M
  • EIN 1,301
  • RANK 94th
  • PHOTO 401(k)
  • IND near Pci Gaming Authority 401(k) Retirement Plan
  • EOY ind #16145

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 Manufacturing retirement plans → · Plans in Wisconsin →

Belmark Employees' Retirement Savings Plan and Trust in the asset neighbourhood

M/I Homes, Inc. 401(k) Profit Sharing PlanM/I Homes, Inc. 401(k) Profi…$184MProvident Bank 401(k) Plan$184MBelmark Employees' Retirement Savings Plan and TrustBelmark Employees' Retiremen…$184MPci Gaming Authority 401(k) Retirement PlanPci Gaming Authority 401(k) …$184MPcs 401(k) Retirement Plan$184M
End-of-year total assets ($M) among Belmark Employees' Retirement Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Belmark, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$184M 46.28954171962949% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $126M $184M ▲ +46.3%
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 ($B) Participants Belmark Employees' Retirement Savings Plan and Trust, Total assets ($B): 0.184242444 · Participants: 1301Belmark Employees' Retirement Savings Plan and TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Belmark Employees' Retirement Savings Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Belmark Employees' Retirement Savings Plan and Trust side-by-side with 3 peers →

Belmark Employees' Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Pci Gaming Authority 401(k) Retirement Plan in AL ($184M); by covered participants it is Trans-West, Inc. 401(k) Savings Plan in CO (1,301 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($184M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,301 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 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).
Which 401(k) plans cover a similar participant headcount to Belmark Employees' Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Trans-West, Inc. 401(k) Savings Plan in CO (1,301 participants, $92M 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 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.