401(k) · DOL Form 5500 · 2023

Bms Intermediaries, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
210
Participants Below avg headcount
83rd
Percentile by assets National rank
$197,613
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

$41M in assets, 210 participants

Bms Intermediaries, Inc.'s Bms Intermediaries, Inc. 401(k) Plan reported $41M in total assets and 210 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,625 in Finance & Insurance (8,869 peers)

Coverage in Minnesota

Bms Intermediaries, Inc. 401(k) Plan covers 210 participants in Minnesota, about 19% of the average Minnesota filer (state average ~1,126 per filing). Assets: $41M.

#6,625
in Finance & Insurance (8,869 peers)
+26.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$41,498,636 Top 17% higher than 83% 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

Bms Intermediaries, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 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 (210 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bms Intermediaries, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Bms Intermediaries, Inc. 401(k) Plan end-of-year assets rose from $33M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Bms Intermediaries, Inc. 401(k) Plan reported participants rose from 189 in the plan year 2022 filing to 210 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 752857254 · Bms Intermediaries, Inc. PY 2023 · 401(k)

Bms Intermediaries, Inc. 401(k) Plan · $41M · 210 · 83rd

  • VS-ST $41M
  • VS-ST 210
  • VS-ST 83rd
  • VS-ST 401(k)
  • VS-ST near Oakleaf Clinics, Inc. Profit Sharing Plan
  • VS-ST ind #6625

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…$41MOakleaf Clinics, Inc. Profit Sharing PlanOakleaf Clinics, Inc. Profit…$41MAkers Packaging Service, Inc. 401(k) Profit Sharing PlanAkers Packaging Service, Inc…$41MHansel Dealerships' Group Salary Savings PlanHansel Dealerships' Group Sa…$41MBgis Global Integrated Solutions US, LLC 401(k) PlanBgis Global Integrated Solut…$41M
End-of-year total assets ($M) among Bms Intermediaries, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$41M
Net Income$9M
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 -50510152025 Total assets ($B) Participants Bms Intermediaries, Inc. 401(k) Plan, Total assets ($B): 0.041498636 · Participants: 210Bms Intermediaries, Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.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 Oakleaf Clinics, Inc. Profit Sharing Plan in WI ($41M); by covered participants it is B.E.a.T., LLC 401(k) Plan in TX (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Bms Intermediaries, Inc. 401(k) Plan assets move in 2023? ▼
Bms Intermediaries, Inc. 401(k) Plan grew sharply - up 26.3% during 2023, from $33M to $41M. Reported net income was $9M.
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 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Oakleaf Clinics, Inc. Profit Sharing Plan in WI ($41M, 276 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 B.E.a.T., LLC 401(k) Plan in TX (210 participants, $8M 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 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.