401(k) · DOL Form 5500 · 2023

Bvo Holdings Corporation 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 136
Participants Small participant base: 45th
Percentile by assets National rank: $37,643
Avg per participant Low balance/head

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Official DOL plan name: Bvo Holdings 401(k) Plan · Sponsored by Bvo Holdings Corporation · Wisconsin · Management of Enterprises

$5M in assets, 136 participants

Bvo Holdings Corporation's Bvo Holdings 401(k) Plan reported $5M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

#308 in Management of Enterprises (1,137 peers)

Coverage in Wisconsin

Bvo Holdings 401(k) Plan covers 136 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#308
in Management of Enterprises (1,137 peers): +58.3%
assets growth YoY

Bvo Holdings 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

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

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

$5,119,454 45th percentile higher than 45% 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

Bvo 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. Bvo Holdings 401(k) Plan sits mid-pack in the medium band (136 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

DOL schedule card

Filing strip 861201188 · Bvo Holdings Corporation PY 2023 · 401(k)

Bvo Holdings 401(k) Plan · $5M · 136 · 45th

BOOK $5M
BOOK 136
BOOK 45th
BOOK 401(k)
BOOK near Bms Logistics, Inc. 401(k) Plan
BOOK ind #308

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 Management of Enterprises retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Bvo Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$5M
Net Income	$2M
Employer EIN	861201188
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bvo Holdings Corporation)

Latest sponsor-wide plan assets: $7M 39.38982555561589% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	136	$5M
2024	1	273	$7M

Nearby 401(k) Plans in Wisconsin

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

Bvo Holdings 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Bvo Holdings 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Bms Logistics, Inc. 401(k) Plan in MO ($5M); by covered participants it is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Bms Logistics, Inc. 401(k) Plan (MO) $5M · 291
Industrial Chemicals, Inc. Profit Sharing Plan (AL) $5M · 128
Oliver & Company, Inc. Profit Sharing and 401(k) Plan (CA) $5M · 22
Local 25 New England Teamsters Savings and Investment Plan (MA) $5M · N/A

Similar participant headcount

Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.

Testout Corporation Safe Harbor 401(k) Plan (UT) 136 · 0 off
Monmouth Cardiology Associates, LLC 401(k) Plan (NJ) 136 · 0 off
The Contractors Retirement Plan (MD) 136 · 0 off
Davis Miles, PLLC 401(k) Plan (AZ) 136 · 0 off

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 Bvo Holdings 401(k) Plan assets move in 2023? ▼

Bvo Holdings 401(k) Plan surged - up 58.3% during 2023, from $3M to $5M. Reported net income was $2M.

How have Bvo Holdings Corporation plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Bvo Holdings Corporation's sponsor-wide assets grew 39.4%, from $5M to $7M.

Which 401(k) plans are similar in size to Bvo Holdings 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bms Logistics, Inc. 401(k) Plan in MO ($5M, 291 participants).

Which 401(k) plans cover a similar participant headcount to Bvo Holdings 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants, N/A 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 861201188.