401(k) · DOL Form 5500 · 2022

Bms Intermediaries, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
189
Participants Below avg headcount
84th
Percentile by assets National rank
$173,791
Avg per participant Above avg balance/head
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Official DOL plan name: Bms Intermediaries, Inc. 401(k) Plan · Sponsored by Bms Intermediaries, Inc. · Minnesota · Finance & Insurance

$33M in assets, 189 participants

Bms Intermediaries, Inc.'s Bms Intermediaries, Inc. 401(k) Plan reported $33M in total assets and 189 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,844 in Finance & Insurance (9,261 peers)

Coverage in Minnesota

Bms Intermediaries, Inc. 401(k) Plan covers 189 participants in Minnesota, about 17% of the average Minnesota filer (state average ~1,126 per filing). Assets: $33M.

#6,844
in Finance & Insurance (9,261 peers)
-9.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bms Intermediaries, Inc. 401(k) Plan's outsized position by total assets

Bms Intermediaries, Inc. 401(k) Plan vs every filed plan by assets

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

$32,846,573 Top 16% higher than 84% 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

Bms Intermediaries, Inc. 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. Bms Intermediaries, Inc. 401(k) Plan sits mid-pack in the medium band (189 participants).

Form 5500 schedule snapshot

Filing strip 752857254 · Bms Intermediaries, Inc. PY 2022 · 401(k)

Bms Intermediaries, Inc. 401(k) Plan · $33M · 189 · 84th

  • RANK $33M
  • PHOTO 189
  • IND 84th
  • EOY 401(k)
  • 5500 near Valley Strong Credit Union Plan and Trust
  • ASSETS ind #6844

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 Minnesota →

Bms Intermediaries, Inc. 401(k) Plan in the asset neighbourhood

Bms Intermediaries, Inc. 401(k) PlanBms Intermediaries, Inc. 401…$33MValley Strong Credit Union Plan and TrustValley Strong Credit Union P…$33MCitizens Bank of Las Cruces Employee Stock Ownership & Profit Sharing PlanCitizens Bank of Las Cruces …$33MC.F.G. 401(k) Plan$33MFirst Western Bank & Trust 401(k)First Western Bank & Trust 4…$33M
End-of-year total assets ($M) among Bms Intermediaries, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$33M
Net Income-$4M
Employer EIN752857254
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bms Intermediaries, Inc.)

Sponsor-wide plan assets over time

All Bms Intermediaries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 44.51472608725422% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.9M $47.5M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 189 $33M
2023 1 210 $41M
2024 1 240 $47M

Nearby 401(k) Plans in Minnesota

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

Bms Intermediaries, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Bms Intermediaries, Inc. 401(k) Plan, Total assets ($B): 0.032846573 · Participants: 189Bms Intermediaries, Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Bms Intermediaries, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Bms Intermediaries, Inc. 401(k) Plan side-by-side with 3 peers →

Bms Intermediaries, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Valley Strong Credit Union Plan and Trust in CA ($33M); by covered participants it is Healthcare Association of New York State, Inc Retirement Savings Plan in NY (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Bms Intermediaries, Inc. 401(k) Plan assets move in 2022? ▼
Bms Intermediaries, Inc. 401(k) Plan pulled back noticeably - down 9.8% during 2022, from $36M to $33M. Reported net income was -$4M.
How have Bms Intermediaries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bms Intermediaries, Inc.'s sponsor-wide assets grew 44.5%, from $33M to $47M.
Where does Bms Intermediaries, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bms Intermediaries, Inc. 401(k) Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bms Intermediaries, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valley Strong Credit Union Plan and Trust in CA ($33M, 521 participants).
Which 401(k) plans cover a similar participant headcount to Bms Intermediaries, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthcare Association of New York State, Inc Retirement Savings Plan in NY (189 participants, $57M 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 752857254.

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.