401(k) · DOL Form 5500 · 2023

Bellwether Enterprise Real Estate Capital, LLC 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
452
Participants Below avg headcount
88th
Percentile by assets National rank
$139,216
Avg per participant Near avg balance/head
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Official DOL plan name: Bellwether Enterprise Real Estate Capital 401(k) Plan · Sponsored by Bellwether Enterprise Real Estate Capital, LLC · Ohio · Real Estate

$63M in assets, 452 participants

Bellwether Enterprise Real Estate Capital, LLC's Bellwether Enterprise Real Estate Capital 401(k) Plan reported $63M in total assets and 452 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #4,533 in Real Estate (4,727 peers)

Where Bellwether Enterprise Real Estate Capital 401(k) Plan sits by assets

Bellwether Enterprise Real Estate Capital 401(k) Plan sits in the top quartile of all filed plans by assets, $63M for 452 participants (~$139,216/participant).

#4,533
in Real Estate (4,727 peers)
$13M
reported net income
0.6×
vs typical plan assets (national mean)

Bellwether Enterprise Real Estate Capital 401(k) Plan's outsized position by total assets

Bellwether Enterprise Real Estate Capital 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$62,925,809 Top 12% higher than 88% of 127,068 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 2023

Bellwether Enterprise Real Estate Capital 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bellwether Enterprise Real Estate Capital 401(k) Plan sits mid-pack in the medium band (452 participants).

Form 5500 schedule snapshot

Filing strip 262916887 · Bellwether Enterprise Real Estate Capital, LLC PY 2023 · 401(k)

Bellwether Enterprise Real Estate Capital 401(k) Plan · $63M · 452 · 88th

  • SCH $63M
  • SCH 452
  • SCH 88th
  • SCH 401(k)
  • SCH near Warady & Davis, LLP Profit Sharing and Savings Plan
  • SCH ind #4533

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 Real Estate retirement plans → · Plans in Ohio →

Bellwether Enterprise Real Estate Capital 401(k) Plan in the asset neighbourhood

Bellwether Enterprise Real Estate Capital 401(k) PlanBellwether Enterprise Real E…$63MWarady & Davis, LLP Profit Sharing and Savings PlanWarady & Davis, LLP Profit S…$63MAlaska Communications Employee 401(k) Savings Plan for AlaskaAlaska Communications Employ…$63MNational Spine and Pain Centers, LLC 401(k) PlanNational Spine and Pain Cent…$63MAlk 401(k) Plan$63M
End-of-year total assets ($M) among Bellwether Enterprise Real Estate Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$63M
Net Income$13M
Employer EIN262916887
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bellwether Enterprise Real Estate Capital, LLC)

Sponsor-wide plan assets over time

All Bellwether Enterprise Real Estate Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$74M 17.973631455417603% vs 2023
2024 filing year
$60M$65M$70M$75M$80M 20232024 $62.9M $74.2M ▲ +18.0%
Year Plans Participants Total Assets
2023 1 452 $63M
2024 1 486 $74M

Nearby 401(k) Plans in Ohio

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

Bellwether Enterprise Real Estate Capital 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Bellwether Enterprise Real Estate Capital 401(k) Plan, Total assets ($B): 0.062925809 · Participants: 452Bellwether Enterprise Real Estate Capital 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Bellwether Enterprise Real Estate Capital 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Bellwether Enterprise Real Estate Capital 401(k) Plan side-by-side with 3 peers →

Bellwether Enterprise Real Estate Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Warady & Davis, LLP Profit Sharing and Savings Plan in IL ($63M); by covered participants it is Vernon Memorial Healthcare Employees Pension & Savings Plan in WI (452 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (452 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Bellwether Enterprise Real Estate Capital, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Bellwether Enterprise Real Estate Capital, LLC's sponsor-wide assets grew 18.0%, from $63M to $74M.
Where does Bellwether Enterprise Real Estate Capital 401(k) Plan rank by assets among Form 5500 filers? ▼
Bellwether Enterprise Real Estate Capital 401(k) Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bellwether Enterprise Real Estate Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Warady & Davis, LLP Profit Sharing and Savings Plan in IL ($63M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Bellwether Enterprise Real Estate Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vernon Memorial Healthcare Employees Pension & Savings Plan in WI (452 participants, $54M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 262916887.

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.