401(k) · DOL Form 5500 · 2023

Bhi Senior Living, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
900
Participants Near avg headcount
78th
Percentile by assets National rank
$29,893
Avg per participant Low balance/head
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Official DOL plan name: Bhi Senior Living, Inc. Employee Retirement Plan · Sponsored by Bhi Senior Living, Inc. · Indiana · Healthcare & Social Assistance

$27M in assets, 900 participants

Bhi Senior Living, Inc.'s Bhi Senior Living, Inc. Employee Retirement Plan reported $27M in total assets and 900 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,331 in Healthcare & Social Assistance (17,684 peers)

Where Bhi Senior Living, Inc. Employee Retirement Plan sits by assets

Bhi Senior Living, Inc. Employee Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 900 participants (~$29,893/participant), up 57.0% in 2023.

#14,331
in Healthcare & Social Assistance (17,684 peers)
+57.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bhi Senior Living, Inc. Employee Retirement Plan's outsized position by total assets

Bhi Senior Living, Inc. Employee Retirement Plan vs every filed plan by assets

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

$26,903,490 Top 22% higher than 78% 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

Bhi Senior Living, Inc. Employee 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. Bhi Senior Living, Inc. Employee Retirement Plan sits mid-pack in the medium band (900 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bhi Senior Living, Inc. Employee Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Bhi Senior Living, Inc. Employee Retirement Plan reported participants rose from 553 in the plan year 2022 filing to 900 in the plan year 2023 filing.
  • Bhi Senior Living, Inc. Employee Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 350931432 · Bhi Senior Living, Inc. PY 2023 · 401(k)

Bhi Senior Living, Inc. Employee Retirement Plan · $27M · 900 · 78th

  • IND $27M
  • EOY 900
  • 5500 78th
  • ASSETS 401(k)
  • PCT near Lignetics, Inc. Retirement Plan
  • EIN ind #14331

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 Indiana →

Bhi Senior Living, Inc. Employee Retirement Plan in the asset neighbourhood

Bhi Senior Living, Inc. Employee Retirement PlanBhi Senior Living, Inc. Empl…$27MLignetics, Inc. Retirement PlanLignetics, Inc. Retirement P…$27MLaramar Consolidated Group 401(k) PlanLaramar Consolidated Group 4…$27MRight! Systems, Inc. 401(k) Profit Sharing Retirement PlanRight! Systems, Inc. 401(k) …$27MCrisis Prevention Institute, Inc. Retirement Plan Group TrustCrisis Prevention Institute,…$27M
End-of-year total assets ($M) among Bhi Senior Living, Inc. Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$27M
Net Income$10M
Employer EIN350931432
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bhi Senior Living, Inc.)

Sponsor-wide plan assets over time

All Bhi Senior Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 204.34721071690336% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $17.1M $52.2M ▲ +204.4%
Year Plans Participants Total Assets
2022 1 553 $17M
2023 1 900 $27M
2024 1 1,298 $52M

Nearby 401(k) Plans in Indiana

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

Bhi Senior Living, Inc. Employee Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Bhi Senior Living, Inc. Employee Retirement Plan, Total assets ($B): 0.02690349 · Participants: 900Bhi Senior Living, Inc. Employee Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Bhi Senior Living, Inc. Employee Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Bhi Senior Living, Inc. Employee Retirement Plan side-by-side with 3 peers →

Bhi Senior Living, Inc. Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Lignetics, Inc. Retirement Plan in CO ($27M); by covered participants it is Core Laboratories Profit Sharing and Retirement Plan in TX (900 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (900 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 Bhi Senior Living, Inc. Employee Retirement Plan assets move in 2023? ▼
Bhi Senior Living, Inc. Employee Retirement Plan surged - up 57.0% during 2023, from $17M to $27M. Reported net income was $10M.
How have Bhi Senior Living, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bhi Senior Living, Inc.'s sponsor-wide assets grew 204.3%, from $17M to $52M.
Where does Bhi Senior Living, Inc. Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Bhi Senior Living, Inc. Employee Retirement Plan ranks in the 78th 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 Bhi Senior Living, Inc. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lignetics, Inc. Retirement Plan in CO ($27M, 543 participants).
Which 401(k) plans cover a similar participant headcount to Bhi Senior Living, Inc. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Core Laboratories Profit Sharing and Retirement Plan in TX (900 participants, $149M 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 350931432.

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.