401(k) · DOL Form 5500 · 2023
Bmw of North America, LLC 401(k) Plan
Data updated 2026-08-25
- $2.0B
- Total assets Very large vs avg
- 12,280
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $163,106
- Avg per participant Above avg balance/head
Official DOL plan name: Bmw Savings Plan · Sponsored by Bmw of North America, LLC · New Jersey · Wholesale Trade
$2.0B in assets, 12,280 participants
Bmw of North America, LLC's Bmw Savings Plan reported $2.0B in total assets and 12,280 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #6,287 in Wholesale Trade (6,309 peers)
Coverage in New Jersey
Bmw Savings Plan covers 12,280 participants in New Jersey, 15x the typical New Jersey plan (state average ~844 per filing). Assets: $2.0B.
- #6,287
- in Wholesale Trade (6,309 peers)
- +21.5%
- assets growth YoY
- 20×
- vs typical plan assets (national mean)
Bmw Savings Plan's outsized position by total assets
Bmw Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,002,942,053 Top 1% higher than 99% 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
Bmw Savings Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bmw Savings Plan is a mega filing (12,280 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bmw Savings Plan reported net income rose from -$299M in the plan year 2022 filing to $357M in the plan year 2023 filing.
- Bmw Savings Plan end-of-year assets rose from $1.6B in the plan year 2022 filing to $2.0B in the plan year 2023 filing.
- Bmw Savings Plan reported participants rose from 11,695 in the plan year 2022 filing to 12,280 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 222139469 · Bmw of North America, LLC PY 2023 · 401(k)
Bmw Savings Plan · $2.0B · 12,280 · 99th
- 5500 $2.0B
- ASSETS 12,280
- PCT 99th
- EIN 401(k)
- RANK near American Family 401(k) Plan
- PHOTO ind #6287
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 Wholesale Trade retirement plans → · Plans in New Jersey →
Bmw Savings Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $1.6B |
|---|---|
| Net Assets (End of Year) | $2.0B |
| Net Income | $357M |
| Employer EIN | 222139469 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bmw of North America, LLC)
Sponsor-wide plan assets over time
All Bmw of North America, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.0B 29.362884735428068% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13,194 | $2.3B |
| 2023 | 2 | 13,722 | $2.7B |
| 2024 | 2 | 14,315 | $3.0B |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Scale composition for Bmw Savings Plan
Bmw Savings Plan reports $2.0B in end-of-year assets across 12,280 participants (0.016% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $163,106 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2023 was $357M.
This plan identity (EIN 222139469, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $2.3B (+42.0%) while covered participants moved from 11,695 to 12,934 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,695 | $1.6B | Open filing |
| 2023 | 12,280 | $2.0B | This page |
| 2024 · index core | 12,934 | $2.3B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Bmw Savings Plan (401(k), $2.3B, 12,934 participants)
- 2019 Bmw Pension Plan (Defined Benefit (Pension), $693M, 1,381 participants)
Bmw Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is American Family 401(k) Plan in WI ($2.0B); by covered participants it is Pacific Dental Services, LLC 401(k) Plan in CA (12,260 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.0B here).
- American Family 401(k) Plan (WI) $2.0B · 13,277
- Workday, Inc. 401(k) Plan (CA) $2.0B · 11,805
- Commscope, Inc. Retirement Savings Plan (NC) $2.0B · 6,109
- Kellogg Brown & Root, Inc. Retirement and Savings Plan (TX) $2.0B · 3,646
Similar participant headcount
Nearest other-state filings by covered participants (12,280 participants); asset peers above are excluded.
- Pacific Dental Services, LLC 401(k) Plan (CA) 12,260 · 20 off
- Saia Motor Freight Line, LLC 401(k) Plan (GA) 12,305 · 25 off
- Sky Chefs, Inc. Moneysmart 401(k) Savings and Retirement Plan (TX) 12,308 · 28 off
- Ieh Auto Parts LLC 401(k) Plan (GA) 12,249 · 31 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.