401(k) · DOL Form 5500 · 2023
B & M Insurance Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $179K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $89,432
- Avg per participant Below avg balance/head
Official DOL plan name: B & M Insurance Group Retirement Plan · Sponsored by B & M Insurance Group, Inc. · Maryland · Finance & Insurance
$179K in assets, 2 participants
B & M Insurance Group, Inc.'s B & M Insurance Group Retirement Plan reported $179K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.
- #518 in Finance & Insurance (8,869 peers)
B & M Insurance Group, Inc. multi-year trail
B & M Insurance Group, Inc.'s plans moved +29.7% in assets from 2022 to 2024; this filing shows B & M Insurance Group Retirement Plan at $179K / 2 participants.
- #518
- in Finance & Insurance (8,869 peers)
- +24.0%
- assets growth YoY
B & M Insurance Group Retirement Plan among the smaller filed plans by assets
B & M Insurance Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$178,864 10th percentile higher than 10% 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
B & M Insurance Group Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. B & M Insurance Group Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- B & M Insurance Group Retirement Plan reported net income rose from $15K in the plan year 2022 filing to $35K in the plan year 2023 filing.
- B & M Insurance Group Retirement Plan end-of-year assets rose from $144K in the plan year 2022 filing to $179K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 821904096 · B & M Insurance Group, Inc. PY 2023 · 401(k)
B & M Insurance Group Retirement Plan · $179K · 2 · 10th
- IND $179K
- EOY 2
- 5500 10th
- ASSETS 401(k)
- PCT near Calista Group Inc. Retirement Plan
- EIN ind #518
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 Finance & Insurance retirement plans → · Plans in Maryland →
B & M Insurance Group Retirement Plan in the asset neighbourhood
B & M Insurance Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All B & M Insurance Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $187K 29.71368739295348% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $144K |
| 2023 | 1 | 2 | $179K |
| 2024 | 1 | 3 | $187K |
B & M Insurance Group, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $144K |
|---|---|
| Net Assets (End of Year) | $179K |
| Net Income | $35K |
| Employer EIN | 821904096 |
| Plan Effective Date | 2017-06-19 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
B & M Insurance Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Calista Group Inc. Retirement Plan in TX ($179K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($179K here).
- Calista Group Inc. Retirement Plan (TX) $179K · 1
- Avery Restoration Services, Inc. 401(k) Profit Sharing Plan (VA) $179K · 2
- The Monroe Institute Retirement Plan (VA) $179K · 29
- Do Better Business Co. 401(k) Plan (MI) $179K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.