401(k) · DOL Form 5500 · 2022

Bmi Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
136
Participants Small participant base
62nd
Percentile by assets National rank
$64,309
Avg per participant Low balance/head
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Official DOL plan name: Bmi Companies Retirement Savings Plan · Sponsored by Bmi Financial Group, Inc. · Florida · Finance & Insurance

$9M in assets, 136 participants

Bmi Financial Group, Inc.'s Bmi Companies Retirement Savings Plan reported $9M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,220 in Finance & Insurance (9,261 peers)

Coverage in Florida

Bmi Companies Retirement Savings Plan covers 136 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $9M.

#4,220
in Finance & Insurance (9,261 peers)
-21.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bmi Companies Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Bmi Companies Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,745,971 Top 38% higher than 62% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Bmi Companies Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bmi Companies Retirement Savings Plan sits mid-pack in the medium band (136 participants).

Plan-year Form 5500 strip

Filing strip 592787441 · Bmi Financial Group, Inc. PY 2022 · 401(k)

Bmi Companies Retirement Savings Plan · $9M · 136 · 62nd

  • RANK $9M
  • PHOTO 136
  • IND 62nd
  • EOY 401(k)
  • 5500 near Morphe, LLC 401(k) Plan
  • ASSETS ind #4220

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Florida →

Bmi Companies Retirement Savings Plan in the asset neighbourhood

Bmi Companies Retirement Savings PlanBmi Companies Retirement Sav…$9MMorphe, LLC 401(k) Plan$9MM.G. Oil Company 401(k) Plan$9MHuman Technologies, Inc. Employees Savings TrustHuman Technologies, Inc. Emp…$9MD&h United Fueling Solutions, Inc. 401(k) Retirement Savings PlanD&h United Fueling Solutions…$9M
End-of-year total assets ($M) among Bmi Companies Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN592787441
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bmi Financial Group, Inc.)

Sponsor-wide plan assets over time

All Bmi Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 4.706795849197305% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M 202220232024 $8.75M $9.16M ▲ +4.7%
Year Plans Participants Total Assets
2022 1 136 $9M
2023 1 139 $8M
2024 1 142 $9M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bmi Companies Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Bmi Companies Retirement Savings Plan, Total assets ($B): 0.008745971 · Participants: 136Bmi Companies Retirement Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Bmi Companies Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bmi Companies Retirement Savings Plan side-by-side with 3 peers →

Bmi Companies Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Morphe, LLC 401(k) Plan in CA ($9M); by covered participants it is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bmi Companies Retirement Savings Plan assets move in 2022? ▼
Bmi Companies Retirement Savings Plan declined sharply - down 21.1% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Bmi Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bmi Financial Group, Inc.'s sponsor-wide assets grew 4.7%, from $9M to $9M.
Which 401(k) plans are similar in size to Bmi Companies Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morphe, LLC 401(k) Plan in CA ($9M, 663 participants).
Which 401(k) plans cover a similar participant headcount to Bmi Companies Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592787441.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.