401(k) · DOL Form 5500 · 2023
Bm Investments of South Florida, Inc. 401(k) Plan
Data updated 2026-08-25
- $487K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $121,666
- Avg per participant Near avg balance/head
Official DOL plan name: Bm Investments of South Florida, Inc. 401(k) Profit Sharing Plan · Sponsored by Bm Investments of South Florida, Inc. · Florida · Manufacturing
$487K in assets, 4 participants
Bm Investments of South Florida, Inc.'s Bm Investments of South Florida, Inc. 401(k) Profit Sharing Plan reported $487K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #1,332 in Manufacturing (18,722 peers)
2023 asset change
Bm Investments of South Florida, Inc. 401(k) Profit Sharing Plan pulled back noticeably 9.0% in 2023 ($535K → $487K) for 4 participants.
- #1,332
- in Manufacturing (18,722 peers)
- -9.0%
- assets change YoY
The plan reported a net loss of $48K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bm Investments of South Florida, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Bm Investments of South Florida, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$486,664 18th percentile higher than 18% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bm Investments of South Florida, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bm Investments of South Florida, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bm Investments of South Florida, Inc. 401(k) Profit Sharing Plan reported net income fell from -$16K in the plan year 2022 filing to -$48K in the plan year 2023 filing.
- Bm Investments of South Florida, Inc. 401(k) Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Bm Investments of South Florida, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $535K in the plan year 2022 filing to $487K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 352477375 · Bm Investments of South Florida, Inc. PY 2023 · 401(k)
Bm Investments of South Florida, Inc. 401(k) Profit Sharing Plan · $487K · 4 · 18th
- 5500 $487K
- ASSETS 4
- PCT 18th
- EIN 401(k)
- RANK near Gordon & Hechtman Cpas, LLP 401(k) Plan
- PHOTO ind #1332
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 Manufacturing retirement plans → · Plans in Florida →
Bm Investments of South Florida, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Bm Investments of South Florida, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Bm Investments of South Florida, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $560K 4.8135972293906% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $535K |
| 2023 | 1 | 4 | $487K |
| 2024 | 1 | 2 | $560K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $535K |
|---|---|
| Net Assets (End of Year) | $487K |
| Net Income | -$48K |
| Employer EIN | 352477375 |
| Plan Effective Date | 2013-05-24 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Bm Investments of South Florida, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Gordon & Hechtman Cpas, LLP 401(k) Plan in NY ($487K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($487K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.