Bally'S 401(K) Plan — Form 5500 plan (Bally'S Management Group, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bally'S 401(K) Plan is a benefit plan reported by Bally'S Management Group, LLC under EIN 13-3472600 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,221 participants and $152,034,244 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bally'S Management Group, LLC
EIN
13-3472600
Plan number
001
Plan type
2
Location
Lincoln, RI
Latest filing year
2023
Participants
9,221
End-of-year plan assets
$152,034,244

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,221H, C20241003111720NAL0010463441001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$152,034,244
Total liabilities (EOY)
$0
Net assets (EOY)
$152,034,244
Net assets (BOY)
$124,482,320

Income & contributions

Employer contributions
$5,127,487
Participant contributions
$14,923,170
Total contributions
$23,733,827
Total income / additions
$44,741,540

Expenses & distributions

Benefits paid
$17,321,437
Administrative expenses
$535,270
Total expenses
$17,865,521
Net increase / (decrease)
$26,876,019

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCSERVICE PROVIDER$0$110,0002023
The Angell Pension Group, Inc.THIRD PARTY ADMINISTRATO$0$65,4242023

Related Form 5500 pages