401(k) · DOL Form 5500 · 2023

Bamo, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
37
Participants Small participant base
58th
Percentile by assets National rank
$259,516
Avg per participant Above avg balance/head
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Official DOL plan name: Bamo, Inc. Savings and Retirement Plan · Sponsored by Bamo, Inc. · California · Professional & Technical Services

$10M in assets, 37 participants

Bamo, Inc.'s Bamo, Inc. Savings and Retirement Plan reported $10M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,412 in Professional & Technical Services (20,321 peers)

Bamo, Inc. multi-year trail

Bamo, Inc.'s plans moved +29.8% in assets from 2022 to 2024; this filing shows Bamo, Inc. Savings and Retirement Plan at $10M / 37 participants.

#11,412
in Professional & Technical Services (20,321 peers)
+18.6%
assets growth YoY

Bamo, Inc. Savings and Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bamo, Inc. Savings and Retirement Plan vs every filed plan by assets

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

$9,602,085 Top 42% higher than 58% 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

Bamo, Inc. Savings and Retirement 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. Bamo, Inc. Savings and Retirement Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bamo, Inc. Savings and Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bamo, Inc. Savings and Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Bamo, Inc. Savings and Retirement Plan reported participants fell from 41 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 943146577 · Bamo, Inc. PY 2023 · 401(k)

Bamo, Inc. Savings and Retirement Plan · $10M · 37 · 58th

  • VS-ST $10M
  • VS-ST 37
  • VS-ST 58th
  • VS-ST 401(k)
  • VS-ST near Tampa Pulmonary and Sleep Specialists Profit Sharing Plan
  • VS-ST ind #11412

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 Professional & Technical Services retirement plans → · Plans in California →

Bamo, Inc. Savings and Retirement Plan in the asset neighbourhood

Bamo, Inc. Savings and Retirement PlanBamo, Inc. Savings and Retir…$10MTampa Pulmonary and Sleep Specialists Profit Sharing PlanTampa Pulmonary and Sleep Sp…$10MWearwell, LLC 401(k) Plan$10MNext Phase Solutions and Services 401(k) PlanNext Phase Solutions and Ser…$10MRam Enterprise, Inc. 401(k) Profit Sharing PlanRam Enterprise, Inc. 401(k) …$10M
End-of-year total assets ($M) among Bamo, Inc. Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bamo, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bamo, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 29.83249414437444% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8.09M $10.5M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 41 $8M
2023 1 37 $10M
2024 1 44 $11M

Bamo, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN943146577
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Bamo, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bamo, Inc. Savings and Retirement Plan, Total assets ($B): 0.009602085 · Participants: 37Bamo, Inc. Savings and Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Bamo, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bamo, Inc. Savings and Retirement Plan side-by-side with 3 peers →

Bamo, Inc. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tampa Pulmonary and Sleep Specialists Profit Sharing Plan in FL ($10M); by covered participants it is Carnahan Evans PC Profit Sharing Plan in MO (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Bamo, Inc. Savings and Retirement Plan assets move in 2023? ▼
Bamo, Inc. Savings and Retirement Plan grew sharply - up 18.6% during 2023, from $8M to $10M. Reported net income was $2M.
How have Bamo, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bamo, Inc.'s sponsor-wide assets grew 29.8%, from $8M to $11M.
Which 401(k) plans are similar in size to Bamo, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tampa Pulmonary and Sleep Specialists Profit Sharing Plan in FL ($10M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Bamo, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carnahan Evans PC Profit Sharing Plan in MO (37 participants, $16M 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 943146577.

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.