401(k) · DOL Form 5500 · 2022

Bgm Group, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
124
Participants Small participant base
79th
Percentile by assets National rank
$178,859
Avg per participant Above avg balance/head
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Official DOL plan name: Bgm Group Salary Savings Plan and Trust · Sponsored by Bgm Group, LLC · Minnesota · Professional & Technical Services

$22M in assets, 124 participants

Bgm Group, LLC's Bgm Group Salary Savings Plan and Trust reported $22M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,062 in Professional & Technical Services (21,562 peers)

Coverage in Minnesota

Bgm Group Salary Savings Plan and Trust covers 124 participants in Minnesota, about 11% of the average Minnesota filer (state average ~1,126 per filing). Assets: $22M.

#17,062
in Professional & Technical Services (21,562 peers)
-10.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bgm Group Salary Savings Plan and Trust's outsized position by total assets

Bgm Group Salary Savings Plan and Trust vs every filed plan by assets

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

$22,178,518 Top 21% higher than 79% 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

Bgm Group Salary Savings Plan and Trust 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. Bgm Group Salary Savings Plan and Trust sits mid-pack in the medium band (124 participants).

Form 5500 schedule snapshot

Filing strip 411421691 · Bgm Group, LLC PY 2022 · 401(k)

Bgm Group Salary Savings Plan and Trust · $22M · 124 · 79th

  • ASSETS $22M
  • PCT 124
  • EIN 79th
  • RANK 401(k)
  • PHOTO near Piantedosi Baking Co. Inc. Employees' Savings Retirement Plan
  • IND ind #17062

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 Minnesota →

Bgm Group Salary Savings Plan and Trust in the asset neighbourhood

Bgm Group Salary Savings Plan and TrustBgm Group Salary Savings Pla…$22MPiantedosi Baking Co. Inc. Employees' Savings Retirement PlanPiantedosi Baking Co. Inc. E…$22MGs Global Resources, Inc. 401(k) Savings PlanGs Global Resources, Inc. 40…$22MKahala Brands 401(k) Plan$22MJamestown S'klallam Tribe 401(k) Profit Sharing PlanJamestown S'klallam Tribe 40…$22M
End-of-year total assets ($M) among Bgm Group Salary Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$22M
Net Income-$3M
Employer EIN411421691
Plan Effective Date1988-04-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Bgm Group, LLC)

Sponsor-wide plan assets over time

All Bgm Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 35.88830867779353% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.2M $30.1M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 124 $22M
2023 1 138 $25M
2024 1 146 $30M

Nearby 401(k) Plans in Minnesota

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

Bgm Group Salary Savings Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Bgm Group Salary Savings Plan and Trust, Total assets ($B): 0.022178518 · Participants: 124Bgm Group Salary Savings Plan and TrustUnitedhealth 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
Bgm Group Salary Savings Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Bgm Group Salary Savings Plan and Trust side-by-side with 3 peers →

Bgm Group Salary Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Piantedosi Baking Co. Inc. Employees' Savings Retirement Plan in MA ($22M); by covered participants it is Mp Biomedicals, Inc. Retirement Savings Plan in CA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Bgm Group Salary Savings Plan and Trust assets move in 2022? ▼
Bgm Group Salary Savings Plan and Trust pulled back noticeably - down 10.7% during 2022, from $25M to $22M. Reported net income was -$3M.
How have Bgm Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bgm Group, LLC's sponsor-wide assets grew 35.9%, from $22M to $30M.
Where does Bgm Group Salary Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Bgm Group Salary Savings Plan and Trust ranks in the 79th 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 Bgm Group Salary Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Piantedosi Baking Co. Inc. Employees' Savings Retirement Plan in MA ($22M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Bgm Group Salary Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mp Biomedicals, Inc. Retirement Savings Plan in CA (124 participants, $9M 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 411421691.

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.