401(k) · DOL Form 5500 · 2022

Bhi Senior Living, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
553
Participants Below avg headcount
75th
Percentile by assets National rank
$30,996
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bhi Senior Living, Inc. Employee Retirement Plan · Sponsored by Bhi Senior Living, Inc. · Indiana · Healthcare & Social Assistance

$17M in assets, 553 participants

Bhi Senior Living, Inc.'s Bhi Senior Living, Inc. Employee Retirement Plan reported $17M in total assets and 553 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,854 in Healthcare & Social Assistance (20,060 peers)

Where Bhi Senior Living, Inc. Employee Retirement Plan sits by assets

Bhi Senior Living, Inc. Employee Retirement Plan sits in the top quartile of all filed plans by assets, $17M for 553 participants (~$30,996/participant), down 13.3% in 2022.

#15,854
in Healthcare & Social Assistance (20,060 peers)
-13.3%
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.

Bhi Senior Living, Inc. Employee Retirement Plan's outsized position by total assets

Bhi Senior Living, Inc. Employee Retirement Plan vs every filed plan by assets

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

$17,140,623 Top 25% higher than 75% 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

Bhi Senior Living, Inc. Employee Retirement 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. Bhi Senior Living, Inc. Employee Retirement Plan sits mid-pack in the medium band (553 participants).

DOL schedule card

Filing strip 350931432 · Bhi Senior Living, Inc. PY 2022 · 401(k)

Bhi Senior Living, Inc. Employee Retirement Plan · $17M · 553 · 75th

  • BOOK $17M
  • VS-ST 553
  • BOY 75th
  • SCH 401(k)
  • EBSA near July Pooled Employer Plan #2
  • PART ind #15854

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 Healthcare & Social Assistance retirement plans → · Plans in Indiana →

Bhi Senior Living, Inc. Employee Retirement Plan in the asset neighbourhood

Bhi Senior Living, Inc. Employee Retirement PlanBhi Senior Living, Inc. Empl…$17MJuly Pooled Employer Plan #2$17MResource Center for Independent Living, Inc Retirement Plan and TrustResource Center for Independ…$17MImaging Business Machines 401(k) PlanImaging Business Machines 40…$17MKentucky Medical Services Foundation, Inc. 401(k) Retirement PlanKentucky Medical Services Fo…$17M
End-of-year total assets ($M) among Bhi Senior Living, Inc. Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN350931432
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bhi Senior Living, Inc.)

Sponsor-wide plan assets over time

All Bhi Senior Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 204.34721071690336% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $17.1M $52.2M ▲ +204.4%
Year Plans Participants Total Assets
2022 1 553 $17M
2023 1 900 $27M
2024 1 1,298 $52M

Nearby 401(k) Plans in Indiana

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

Bhi Senior Living, Inc. Employee Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Bhi Senior Living, Inc. Employee Retirement Plan, Total assets ($B): 0.017140623 · Participants: 553Bhi Senior Living, Inc. Employee Retirement PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Bhi Senior Living, Inc. Employee Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Bhi Senior Living, Inc. Employee Retirement Plan side-by-side with 3 peers →

Bhi Senior Living, Inc. Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is July Pooled Employer Plan #2 in TX ($17M); by covered participants it is Grayhawk Home Care 401(k) Plan in PA (553 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (553 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 Bhi Senior Living, Inc. Employee Retirement Plan assets move in 2022? ▼
Bhi Senior Living, Inc. Employee Retirement Plan pulled back noticeably - down 13.3% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Bhi Senior Living, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bhi Senior Living, Inc.'s sponsor-wide assets grew 204.3%, from $17M to $52M.
Where does Bhi Senior Living, Inc. Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Bhi Senior Living, Inc. Employee Retirement Plan ranks in the 75th 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 Bhi Senior Living, Inc. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is July Pooled Employer Plan #2 in TX ($17M, 1,780 participants).
Which 401(k) plans cover a similar participant headcount to Bhi Senior Living, Inc. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grayhawk Home Care 401(k) Plan in PA (553 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 350931432.

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.