How big is The Bailey Group, Inc.'s plan?

The Bailey Group, Inc.'s plan reported $8.3M in assets and 37 participants for 2024.

Original filing (PDF)20250923122436NAL0009164210001

The Bailey Group, Inc.

Name: The Bailey Group, Inc. — The Bailey Group, Inc., Form 5500 (2024)
Creator: The Bailey Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Bailey Group, Inc. 401(k) Plan

401(k) retirement plan · The Bailey Group, Inc.'s The Bailey Group, Inc. 401(k) Plan held $8.3M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

People on this filing

Jennifer Lucas signed The Bailey Group, Inc.'s 2024 Form 5500 as plan administrator.

Jennifer Lucas — 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

The Bailey Group, Inc.'s EIN is 23-2334870.

EIN 23-2334870

Plan number 001

Plan year 2024

ACK ID 20250923122436NAL0009164210001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Bailey Group, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BAILEY GROUP, 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

THE BAILEY GROUP, INC.

DBA

BAILEY BRAND CONSULTING

EIN

all filings

Address

200 WEST GERMANTOWN PIKE · PLYMOUTH MEETING, PA · 19462

Phone

(610) 940-9030

Industry