401(k) · DOL Form 5500 · 2023

Terra Holdings Dba Bhs Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
468
Participants Below avg headcount
87th
Percentile by assets National rank
$127,844
Avg per participant Near avg balance/head
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Official DOL plan name: Terra Holdings 401(k) Plan · Sponsored by Terra Holdings Dba Bhs Holdings, LLC · New York · Real Estate

$60M in assets, 468 participants

Terra Holdings Dba Bhs Holdings, LLC's Terra Holdings 401(k) Plan reported $60M in total assets and 468 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #4,517 in Real Estate (4,727 peers)

Where Terra Holdings 401(k) Plan sits by assets

Terra Holdings 401(k) Plan sits in the top quartile of all filed plans by assets, $60M for 468 participants (~$127,844/participant), up 15.8% in 2023.

#4,517
in Real Estate (4,727 peers)
+15.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Terra Holdings 401(k) Plan's outsized position by total assets

Terra Holdings 401(k) Plan vs every filed plan by assets

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

$59,830,864 Top 13% higher than 87% 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

Terra Holdings 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. Terra Holdings 401(k) Plan sits mid-pack in the medium band (468 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Terra Holdings 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Terra Holdings 401(k) Plan end-of-year assets rose from $52M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Terra Holdings 401(k) Plan reported participants rose from 453 in the plan year 2022 filing to 468 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133809960 · Terra Holdings Dba Bhs Holdings, LLC PY 2023 · 401(k)

Terra Holdings 401(k) Plan · $60M · 468 · 87th

  • TYPE $60M
  • NET 468
  • BOOK 87th
  • VS-ST 401(k)
  • BOY near Bergstrom Inc Profit Sharing and Employee Savings Plan
  • SCH ind #4517

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 Real Estate retirement plans → · Plans in New York →

Terra Holdings 401(k) Plan in the asset neighbourhood

Wolf & Company, P.C. 401(k) PlanWolf & Company, P.C. 401(k) …$60MTerra Holdings 401(k) Plan$60MBergstrom Inc Profit Sharing and Employee Savings PlanBergstrom Inc Profit Sharing…$60MEnterprise Select Pooled Employer PlanEnterprise Select Pooled Emp…$60MBoddie-Noell Enterprises, Inc. Savings and Employee Retirement PlanBoddie-Noell Enterprises, In…$60M
End-of-year total assets ($M) among Terra Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$60M
Net Income$8M
Employer EIN133809960
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Terra Holdings Dba Bhs Holdings, LLC)

Sponsor-wide plan assets over time

All Terra Holdings Dba Bhs Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$65M 25.44171607589648% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $51.7M $64.8M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 453 $52M
2023 1 468 $60M
2024 1 446 $65M

Nearby 401(k) Plans in New York

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

Terra Holdings 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Terra Holdings 401(k) Plan, Total assets ($B): 0.059830864 · Participants: 468Terra Holdings 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Terra Holdings 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Terra Holdings 401(k) Plan side-by-side with 3 peers →

Terra Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bergstrom Inc Profit Sharing and Employee Savings Plan in IL ($60M); by covered participants it is Banterra Corp. Profit Sharing Plan in IL (468 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (468 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 Terra Holdings 401(k) Plan assets move in 2023? ▼
Terra Holdings 401(k) Plan grew sharply - up 15.8% during 2023, from $52M to $60M. Reported net income was $8M.
How have Terra Holdings Dba Bhs Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Terra Holdings Dba Bhs Holdings, LLC's sponsor-wide assets grew 25.4%, from $52M to $65M.
Where does Terra Holdings 401(k) Plan rank by assets among Form 5500 filers? ▼
Terra Holdings 401(k) Plan ranks in the 87th 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 Terra Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bergstrom Inc Profit Sharing and Employee Savings Plan in IL ($60M, 433 participants).
Which 401(k) plans cover a similar participant headcount to Terra Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Banterra Corp. Profit Sharing Plan in IL (468 participants, $65M 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 133809960.

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.