How big is BBX, Inc.'s plan?

BBX, Inc.'s plan reported $356K in assets and 31 participants for 2024.

Original filing (PDF)20250731121140NAL0003046323001

BBX, Inc.

Name: BBX, Inc. — BBX, Inc. 401(k) Plan, Form 5500 (2024)
Creator: BBX, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BBX, Inc. 401(k) Plan

401(k) retirement plan · BBX, Inc.'s BBX, Inc. 401(k) Plan held $356K in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$356K

Net assets (EOY)

$356K

People on this filing

Robert Lewis signed BBX, Inc.'s 2024 Form 5500 as plan administrator.

Robert Lewis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BBX, Inc.'s EIN is 20-0811363.

EIN 20-0811363

Plan number 001

Plan year 2024

ACK ID 20250731121140NAL0003046323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BBX, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BBX, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BBX, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BBX, INC.

EIN

all filings

Address

7310 CHESTNUT RIDGE RD. · LOCKPORT, NY · 14094

Phone

(888) 480-1055

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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