401(k) · DOL Form 5500 · 2023

Bfm & Associates 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
22
Participants Small participant base
39th
Percentile by assets National rank
$172,128
Avg per participant Above avg balance/head
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Official DOL plan name: Bfm & Associates 401(k) Plan · Sponsored by Bfm & Associates · Ohio · Finance & Insurance

$4M in assets, 22 participants

Bfm & Associates's Bfm & Associates 401(k) Plan reported $4M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,454 in Finance & Insurance (8,869 peers)

Bfm & Associates multi-year trail

Bfm & Associates's plans moved +36.5% in assets from 2022 to 2024; this filing shows Bfm & Associates 401(k) Plan at $4M / 22 participants.

#2,454
in Finance & Insurance (8,869 peers)
+32.3%
assets growth YoY

Bfm & Associates 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Bfm & Associates 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,786,809 39th percentile higher than 39% of 127,068 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 2023

Bfm & Associates 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bfm & Associates 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bfm & Associates 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $924K in the plan year 2023 filing.
  • Bfm & Associates 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 452547365 · Bfm & Associates PY 2023 · 401(k)

Bfm & Associates 401(k) Plan · $4M · 22 · 39th

  • EOY $4M
  • EOY 22
  • EOY 39th
  • EOY 401(k)
  • EOY near Focused Ultrasound Foundation 401(k) Plan
  • EOY ind #2454

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 Ohio →

Bfm & Associates 401(k) Plan in the asset neighbourhood

Bfm & Associates 401(k) Plan$4MFocused Ultrasound Foundation 401(k) PlanFocused Ultrasound Foundatio…$4MSioux Nation 401(k) Plan$4MSunset Logistics, Inc. 401(k) Retirement PlanSunset Logistics, Inc. 401(k…$4MOuachita Regional Counseling and Mental Health Center, Inc. Retirement PlanOuachita Regional Counseling…$4M
End-of-year total assets ($M) among Bfm & Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bfm & Associates multi-year asset trail

Sponsor-wide plan assets over time

All Bfm & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$4M 36.51938333839882% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.86M $3.91M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 22 $3M
2023 1 22 $4M
2024 1 21 $4M

Bfm & Associates filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$924K
Employer EIN452547365
Plan Effective Date2011-06-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Bfm & Associates 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Bfm & Associates 401(k) Plan, Total assets ($B): 0.003786809 · Participants: 22Bfm & Associates 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Bfm & Associates 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Bfm & Associates 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Focused Ultrasound Foundation 401(k) Plan in VA ($4M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bfm & Associates 401(k) Plan assets move in 2023? ▼
Bfm & Associates 401(k) Plan surged - up 32.3% during 2023, from $3M to $4M. Reported net income was $924K.
How have Bfm & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bfm & Associates's sponsor-wide assets grew 36.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Bfm & Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Focused Ultrasound Foundation 401(k) Plan in VA ($4M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Bfm & Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants, $553K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 452547365.

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.