Bam Management Retirement Plan & Trust
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Bam Management Group, LLC · Louisiana · Healthcare & Social Assistance
What the 2023 filing shows
Bam Management Retirement Plan & Trust holds $3M for 105 participants — about $28,448 per participant, down 5.5% over the 2022 plan year.
- $3M
- total plan assets (2022 EOY)
- 105
- covered participants
- $28,448
- avg assets per participant
- -5.5%
- assets change YoY
The plan reported a net loss of $174K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Bam Management Retirement Plan & Trust
Bam Management Retirement Plan & Trust is a 401(k) retirement plan sponsored by Bam Management Group, LLC, headquartered in Louisiana. As of the 2022 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 105 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 843058995, and the plan has been effective since 2007-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $3M at the beginning of 2022 to $3M at year-end — a decline of 5.5%. Net assets (after liabilities) closed the year at $3M, with reported net income of $-173,973 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $3M |
| Total Assets (End of Year) | $3M |
| Net Assets (End of Year) | $3M |
| Net Income | $-173,973 |
| Plan Type | 401(k) |
| Employer EIN | 843058995 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- Lumen 401(k) Savings Plan $7.1B · 24,522
- Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
- Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
- Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
- Amedisys Holding, LLC 401(k) Plan $849M · 20,100
Related Data
Guides
Frequently Asked Questions
How much money is in the Bam Management Retirement Plan & Trust? ▼
What type of plan is Bam Management Retirement Plan & Trust? ▼
Who sponsors the Bam Management Retirement Plan & Trust? ▼
How did Bam Management Retirement Plan & Trust perform in 2022? ▼
Where can I find official filings for Bam Management Retirement Plan & Trust? ▼
How does Bam Management Retirement Plan & Trust compare to other plans? ▼
Explore PlainRetire
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 843058995.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.