401(k) · DOL Form 5500 · 2023

Bmi Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
102
Participants Small participant base
71st
Percentile by assets National rank
$177,206
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bmi Federal Credit Union 401(k) Plan · Sponsored by Bmi Federal Credit Union · Ohio · Finance & Insurance

$18M in assets, 102 participants

Bmi Federal Credit Union's Bmi Federal Credit Union 401(k) Plan reported $18M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,042 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Bmi Federal Credit Union 401(k) Plan covers 102 participants in Ohio, about 13% of the average Ohio filer (state average ~765 per filing). Assets: $18M.

#5,042
in Finance & Insurance (8,869 peers)
+12.1%
assets growth YoY

Bmi Federal Credit Union 401(k) Plan's outsized position by total assets

Bmi Federal Credit Union 401(k) Plan vs every filed plan by assets

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

$18,075,005 Top 29% higher than 71% 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

Bmi Federal Credit Union 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. Bmi Federal Credit Union 401(k) Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bmi Federal Credit Union 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bmi Federal Credit Union 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Bmi Federal Credit Union 401(k) Plan reported participants rose from 100 in the plan year 2022 filing to 102 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 314379741 · Bmi Federal Credit Union PY 2023 · 401(k)

Bmi Federal Credit Union 401(k) Plan · $18M · 102 · 71st

  • SCH $18M
  • SCH 102
  • SCH 71st
  • SCH 401(k)
  • SCH near Mission Wealth Management, L.P. 401(k) Plan
  • SCH ind #5042

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 →

Bmi Federal Credit Union 401(k) Plan in the asset neighbourhood

Bmi Federal Credit Union 401(k) PlanBmi Federal Credit Union 401…$18MMission Wealth Management, L.P. 401(k) PlanMission Wealth Management, L…$18MLab Logistics, LLC 401(k) Retirement PlanLab Logistics, LLC 401(k) Re…$18MImi Management, Inc. 401(k) Retirement PlanImi Management, Inc. 401(k) …$18MCommunity Physicians Group 401(k) Profit Sharing PlanCommunity Physicians Group 4…$18M
End-of-year total assets ($M) among Bmi Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN314379741
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bmi Federal Credit Union)

Sponsor-wide plan assets over time

All Bmi Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$20M 23.815574209285888% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.1M $20M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 100 $16M
2023 1 102 $18M
2024 1 102 $20M

Nearby 401(k) Plans in Ohio

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

Bmi Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Bmi Federal Credit Union 401(k) Plan, Total assets ($B): 0.018075005 · Participants: 102Bmi Federal Credit Union 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
Bmi Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Bmi Federal Credit Union 401(k) Plan side-by-side with 3 peers →

Bmi Federal Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Mission Wealth Management, L.P. 401(k) Plan in CA ($18M); by covered participants it is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Bmi Federal Credit Union 401(k) Plan assets move in 2023? ▼
Bmi Federal Credit Union 401(k) Plan grew at a solid clip - up 12.1% during 2023, from $16M to $18M. Reported net income was $2M.
How have Bmi Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bmi Federal Credit Union's sponsor-wide assets grew 23.8%, from $16M to $20M.
Which 401(k) plans are similar in size to Bmi Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mission Wealth Management, L.P. 401(k) Plan in CA ($18M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Bmi Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants, $5M 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 314379741.

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.