Department of Labor filing

BELMONT VILLAGE, L.P.

BELMONT VILLAGE, L.P. 401(K) SAVINGS PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 10, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

36filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$618

Reported employer contributions per active participant.

Higher than about 29% of comparable plans

#People in the filing

2,688

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$65 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 51% of comparable plans

↗Investment performance

Not available

Plan assets changed 14.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202436out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions29th percentileTypical peer $1,194 · based on 65 comparable plans

Lower reported administrative expense51st percentileTypical peer $65 · based on 65 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, BELMONT VILLAGE, L.P. reported $1,661,936 in employer contributions across the plan and 2,688 active participants. That works out to $618 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy91%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 1.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 154.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context36/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,661,936
Participant contributions: $4,773,685
Other contributions: $182,091
Employer share of reported contributions: 25.8%
Beginning assets: $51,766,372
Ending assets: $59,242,891
Ending net assets: $59,242,891
Ending liabilities: $0
Total income: $13,343,050
Total expenses: $5,866,531
Administrative expenses: $179,442
Participant loans: $1,337,018

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$627

2023

$586

2024

$618

Plan-paid administrative expenses per participant

2022

$26

2023

$26

2024

$65

Active participants

2022

2,216

2023

2,469

2024

2,688

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$618	2,688	59.2M	20251010094337NAL0004472787001
2023	$586	2,469	51.8M	20241009172252NAL0033530784001
2022	$627	2,216	44.3M	20231012151217NAL0064362338001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 742868232-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Aug 1, 1993
Industry: Real estate
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3B3D

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20251010094337NAL0004472787001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗