Profit Sharing · DOL Form 5500 · 2023

Behavioral Health Specialists, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
107
Participants Small participant base
34th
Percentile by assets National rank
$24,308
Avg per participant Low balance/head
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Official DOL plan name: Behavioral Health Specialists Retirement Plan · Sponsored by Behavioral Health Specialists, Inc. · Nebraska · Healthcare & Social Assistance

$3M in assets, 107 participants

Behavioral Health Specialists, Inc.'s Behavioral Health Specialists Retirement Plan reported $3M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,971 in Healthcare & Social Assistance (17,684 peers)

Coverage in Nebraska

Behavioral Health Specialists Retirement Plan covers 107 participants in Nebraska, about 19% of the average Nebraska filer (state average ~552 per filing). Assets: $3M.

#5,971
in Healthcare & Social Assistance (17,684 peers)
-4.2%
assets change YoY

The plan reported a net loss of $113K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Behavioral Health Specialists Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Behavioral Health Specialists Retirement Plan vs every filed plan by assets

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

$2,600,937 34th percentile higher than 34% 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

Behavioral Health Specialists Retirement 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. Behavioral Health Specialists Retirement Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Behavioral Health Specialists Retirement Plan reported net income rose from -$424K in the plan year 2022 filing to -$113K in the plan year 2023 filing.
  • Behavioral Health Specialists Retirement Plan reported participants rose from 101 in the plan year 2022 filing to 107 in the plan year 2023 filing.
  • Behavioral Health Specialists Retirement Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 470760528 · Behavioral Health Specialists, Inc. PY 2023 · Profit Sharing

Behavioral Health Specialists Retirement Plan · $3M · 107 · 34th

  • EBSA $3M
  • PART 107
  • TYPE 34th
  • NET Profit Sharing
  • BOOK near Stokol + Fagala Optometry, PLLC Profit Sharing Plan
  • VS-ST ind #5971

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 Healthcare & Social Assistance retirement plans → · Plans in Nebraska →

Behavioral Health Specialists Retirement Plan in the asset neighbourhood

Behavioral Health Specialists Retirement PlanBehavioral Health Specialist…$3MStokol + Fagala Optometry, PLLC Profit Sharing PlanStokol + Fagala Optometry, P…$3MAireko Construction Corp. Coda Profit Sharing PlanAireko Construction Corp. Co…$3MRgh Enterprises, Inc. Retirement PlanRgh Enterprises, Inc. Retire…$3MTwo Mookties Profit Sharing PlanTwo Mookties Profit Sharing …$3M
End-of-year total assets ($M) among Behavioral Health Specialists Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$113K
Employer EIN470760528
Plan Effective Date1992-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Behavioral Health Specialists, Inc.)

Sponsor-wide plan assets over time

All Behavioral Health Specialists, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 5.838718436857873% vs 2022
2024 filing year
$2.5M$2.55M$2.6M$2.65M$2.7M$2.75M 202220232024 $2.71M $2.56M ▼ -5.5%
Year Plans Participants Total Assets
2022 1 101 $3M
2023 1 107 $3M
2024 1 92 $3M

Nearby Profit Sharing Plans in Nebraska

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Behavioral Health Specialists Retirement Plan vs. nearby Profit Sharing plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -50050100150 Total assets ($M) Participants Behavioral Health Specialists Retirement Plan, Total assets ($M): 2.600937 · Participants: 107Behavioral Health Specialists Retirement PlanThe Scoular Company Profit Sharing Retirement Plan, Total assets ($M): 124.889033 · Participants: 581The Scoular Company Profit Sharing Retirement PlanChicago and North Western Railway Company Profit Sharing and Retirement Savings Program, Total assets ($M): 52.183006 · Participants: 8Chicago and North Western Railway Company Profit Sharing and Retirement Savings ProgramDoane University Defined Contribution Retirement Plan, Total assets ($M): 39.415067 · Participants: 387Doane University Defined Contribution Retirement PlanMidwest Laboratories, Inc. Profit Sharing Plan and Trust, Total assets ($M): 37.870791 · Participants: 301Midwest Laboratories, Inc. Profit Sharing Plan and TrustNebco, Inc. Salaried Profit Sharing Plan, Total assets ($M): 16.999551 · Participants: 137Nebco, Inc. Salaried Profit Sharing Plan
Behavioral Health Specialists Retirement Plan vs. nearby Profit Sharing plans in Nebraska, assets vs. participants
Compare Behavioral Health Specialists Retirement Plan side-by-side with 3 peers →

Behavioral Health Specialists Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Nebraska, the nearest Profit Sharing by assets is Stokol + Fagala Optometry, PLLC Profit Sharing Plan in TX ($3M); by covered participants it is Our Lady of Peace 403(b) Plan in MN (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Behavioral Health Specialists Retirement Plan assets move in 2023? ▼
Behavioral Health Specialists Retirement Plan edged down modestly - down 4.2% during 2023, from $3M to $3M. Reported net income was -$113K.
How have Behavioral Health Specialists, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Behavioral Health Specialists, Inc.'s sponsor-wide assets declined 5.8%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Behavioral Health Specialists Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Stokol + Fagala Optometry, PLLC Profit Sharing Plan in TX ($3M, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Behavioral Health Specialists Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Our Lady of Peace 403(b) Plan in MN (107 participants, $6M 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 470760528.

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.