401(k) · DOL Form 5500 · 2023

Applied Behavior Health Management, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
296
Participants Below avg headcount
47th
Percentile by assets National rank
$19,844
Avg per participant Low balance/head
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Official DOL plan name: Applied Behavior Health Management, LLC 401(k) Plan · Sponsored by Applied Behavior Health Management, LLC · New York · Healthcare & Social Assistance

$6M in assets, 296 participants

Applied Behavior Health Management, LLC's Applied Behavior Health Management, LLC 401(k) Plan reported $6M in total assets and 296 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,226 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Applied Behavior Health Management, LLC 401(k) Plan covers 296 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $6M.

#9,226
in Healthcare & Social Assistance (17,684 peers)
-14.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Applied Behavior Health Management, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Applied Behavior Health Management, LLC 401(k) Plan vs every filed plan by assets

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

$5,873,814 47th percentile higher than 47% 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

Applied Behavior Health Management, LLC 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. Applied Behavior Health Management, LLC 401(k) Plan sits mid-pack in the medium band (296 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Applied Behavior Health Management, LLC 401(k) Plan reported net income fell from -$246K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Applied Behavior Health Management, LLC 401(k) Plan end-of-year assets fell from $7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Applied Behavior Health Management, LLC 401(k) Plan reported participants rose from 261 in the plan year 2022 filing to 296 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 831082259 · Applied Behavior Health Management, LLC PY 2023 · 401(k)

Applied Behavior Health Management, LLC 401(k) Plan · $6M · 296 · 47th

  • IND $6M
  • IND 296
  • IND 47th
  • IND 401(k)
  • IND near The Envoy Group LLC 401(k) Plan
  • IND ind #9226

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 New York →

Applied Behavior Health Management, LLC 401(k) Plan in the asset neighbourhood

Applied Behavior Health Management, LLC 401(k) PlanApplied Behavior Health Mana…$6MThe Envoy Group LLC 401(k) PlanThe Envoy Group LLC 401(k) P…$6MUbg 401(k) - Cpi$6MCha Group Retirement Plan$6MAffiliated Family Dentist PC 401(k) Profit Sharing Plan & TrustAffiliated Family Dentist PC…$6M
End-of-year total assets ($M) among Applied Behavior Health Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN831082259
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Applied Behavior Health Management, LLC)

Sponsor-wide plan assets over time

All Applied Behavior Health Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 4.8032535612320535% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $6.89M $7.22M ▲ +4.8%
Year Plans Participants Total Assets
2022 1 261 $7M
2023 1 296 $6M
2024 1 669 $7M

Nearby 401(k) Plans in New York

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

Applied Behavior Health Management, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Applied Behavior Health Management, LLC 401(k) Plan, Total assets ($B): 0.005873814 · Participants: 296Applied Behavior Health Management, LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Applied Behavior Health Management, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Applied Behavior Health Management, LLC 401(k) Plan side-by-side with 3 peers →

Applied Behavior Health Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Envoy Group LLC 401(k) Plan in CA ($6M); by covered participants it is Battle Lumber Company 401(k) Profit Sharing Plan in GA (296 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (296 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 Applied Behavior Health Management, LLC 401(k) Plan assets move in 2023? ▼
Applied Behavior Health Management, LLC 401(k) Plan pulled back noticeably - down 14.7% during 2023, from $7M to $6M. Reported net income was -$1M.
How have Applied Behavior Health Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Applied Behavior Health Management, LLC's sponsor-wide assets grew 4.8%, from $7M to $7M.
Which 401(k) plans are similar in size to Applied Behavior Health Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Envoy Group LLC 401(k) Plan in CA ($6M, 79 participants).
Which 401(k) plans cover a similar participant headcount to Applied Behavior Health Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Battle Lumber Company 401(k) Profit Sharing Plan in GA (296 participants, $15M 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 831082259.

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.