Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BALCO INDUSTRIES INC
EIN 11-2598877wholesaleLatest filing 2025
Plans
3
Retirement
2
$14.8M assets
Welfare
1
Participants
36
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $14.8M assets / 24 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BALCO INDUSTRIES INC PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$14.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BALCO INDUSTRIES, INC. PENSION PLAN
CashBalance
Assets$762K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
BALCO INDUSTRIES INC PROFIT SHARING PLAN AND TRUST
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BALCO INDUSTRIES INC PROFIT SHARING PLAN AND TRUST | ProfitSharing | $14.1M | 12 | 2025 | |
| 003 | BALCO INDUSTRIES, INC. PENSION PLAN | CashBalance | $762K | 12 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | BALCO INDUSTRIES INC PROFIT SHARING PLAN AND TRUST | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans