401(k) · DOL Form 5500 · 2022

BEHAVIORALLY 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
109
Participants Small participant base
68th
Percentile by assets National rank
$106,621
Avg per participant Below avg balance/head
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Official DOL plan name: Behaviorally 401(k) Plan · Sponsored by BEHAVIORALLY · New Jersey · Professional & Technical Services

$12M in assets, 109 participants

BEHAVIORALLY's Behaviorally 401(k) Plan reported $12M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,456 in Professional & Technical Services (21,562 peers)

Coverage in New Jersey

Behaviorally 401(k) Plan covers 109 participants in New Jersey, about 13% of the average New Jersey filer (state average ~844 per filing). Assets: $12M.

#14,456
in Professional & Technical Services (21,562 peers)
-11.9%
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.

Behaviorally 401(k) Plan's outsized position by total assets

Behaviorally 401(k) Plan vs every filed plan by assets

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

$11,621,635 Top 32% higher than 68% 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

Behaviorally 401(k) 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. Behaviorally 401(k) Plan sits mid-pack in the medium band (109 participants).

EBSA filing schedule strip

Filing strip 270173262 · BEHAVIORALLY PY 2022 · 401(k)

Behaviorally 401(k) Plan · $12M · 109 · 68th

  • EBSA $12M
  • PART 109
  • TYPE 68th
  • NET 401(k)
  • BOOK near Golden Aluminum, Inc. 401(k) Savings Plan
  • VS-ST ind #14456

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

Behaviorally 401(k) Plan in the asset neighbourhood

Behaviorally 401(k) Plan$12MGolden Aluminum, Inc. 401(k) Savings PlanGolden Aluminum, Inc. 401(k)…$12MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$12MNyl 403(b) Plan$12MKalfus & Nachman, P.C. 401(k) Profit Sharing PlanKalfus & Nachman, P.C. 401(k…$12M
End-of-year total assets ($M) among Behaviorally 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN270173262
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (BEHAVIORALLY)

Sponsor-wide plan assets over time

All BEHAVIORALLY plans reported in each filing year

Latest sponsor-wide plan assets
$14M 19.61421951386358% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.6M $13.9M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 109 $12M
2023 1 81 $12M
2024 1 100 $14M

Nearby 401(k) Plans in New Jersey

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

Behaviorally 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Behaviorally 401(k) Plan, Total assets ($B): 0.011621635 · Participants: 109Behaviorally 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Behaviorally 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Behaviorally 401(k) Plan side-by-side with 3 peers →

Behaviorally 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Golden Aluminum, Inc. 401(k) Savings Plan in CO ($12M); by covered participants it is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Behaviorally 401(k) Plan assets move in 2022? ▼
Behaviorally 401(k) Plan pulled back noticeably - down 11.9% during 2022, from $13M to $12M. Reported net income was -$2M.
How have BEHAVIORALLY plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), BEHAVIORALLY's sponsor-wide assets grew 19.6%, from $12M to $14M.
Which 401(k) plans are similar in size to Behaviorally 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Golden Aluminum, Inc. 401(k) Savings Plan in CO ($12M, 204 participants).
Which 401(k) plans cover a similar participant headcount to Behaviorally 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 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 270173262.

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.