401(k) · DOL Form 5500 · 2023

Bh Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
2,633
Participants Above avg headcount
85th
Percentile by assets National rank
$17,850
Avg per participant Low balance/head
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Official DOL plan name: Bh Management 401(k) Plan · Sponsored by Bh Management Services, LLC · Iowa · Real Estate

$47M in assets, 2,633 participants

Bh Management Services, LLC's Bh Management 401(k) Plan reported $47M in total assets and 2,633 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #4,448 in Real Estate (4,727 peers)

Coverage in Iowa

Bh Management 401(k) Plan covers 2,633 participants in Iowa, 4.3x the typical Iowa plan (state average ~609 per filing). Assets: $47M.

#4,448
in Real Estate (4,727 peers)
+45.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Bh Management 401(k) Plan's outsized position by total assets

Bh Management 401(k) Plan vs every filed plan by assets

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

$46,998,036 Top 15% higher than 85% 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

Bh Management 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bh Management 401(k) Plan lands in the large band (2,633 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bh Management 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Bh Management 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Bh Management 401(k) Plan reported participants rose from 2,322 in the plan year 2022 filing to 2,633 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 455431553 · Bh Management Services, LLC PY 2023 · 401(k)

Bh Management 401(k) Plan · $47M · 2,633 · 85th

  • RANK $47M
  • RANK 2,633
  • RANK 85th
  • RANK 401(k)
  • RANK near Miller's Health Systems, Inc. Profit Sharing Plan
  • RANK ind #4448

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 Real Estate retirement plans → · Plans in Iowa →

Bh Management 401(k) Plan in the asset neighbourhood

Bh Management 401(k) Plan$47MMiller's Health Systems, Inc. Profit Sharing PlanMiller's Health Systems, Inc…$47MMbs Asset Management, LLC 401(k) PlanMbs Asset Management, LLC 40…$47MAir Canada U.S. Tax Incentive Savings PlanAir Canada U.S. Tax Incentiv…$47MPlumbers & Gasfitters Local Union No. 8 Defined Contribution PlanPlumbers & Gasfitters Local …$47M
End-of-year total assets ($M) among Bh Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$47M
Net Income$15M
Employer EIN455431553
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bh Management Services, LLC)

Sponsor-wide plan assets over time

All Bh Management Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$59M 81.3362078666454% vs 2022
2024 filing year
$20M$30M$40M$50M$60M$70M 202220232024 $32.4M $58.7M ▲ +81.4%
Year Plans Participants Total Assets
2022 1 2,322 $32M
2023 1 2,633 $47M
2024 1 2,650 $59M

Nearby 401(k) Plans in Iowa

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

Bh Management 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Bh Management 401(k) Plan, Total assets ($B): 0.046998036 · Participants: 2633Bh Management 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Bh Management 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Bh Management 401(k) Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Miller's Health Systems, Inc. Profit Sharing Plan in IN ($47M); by covered participants it is New Seasons Market LLC 401(k) Plan in OR (2,632 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,633 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 Bh Management 401(k) Plan assets move in 2023? ▼
Bh Management 401(k) Plan surged - up 45.1% during 2023, from $32M to $47M. Reported net income was $15M.
How have Bh Management Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bh Management Services, LLC's sponsor-wide assets grew 81.3%, from $32M to $59M.
Where does Bh Management 401(k) Plan rank by assets among Form 5500 filers? ▼
Bh Management 401(k) Plan ranks in the 85th 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 Bh Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Miller's Health Systems, Inc. Profit Sharing Plan in IN ($47M, 943 participants).
Which 401(k) plans cover a similar participant headcount to Bh Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is New Seasons Market LLC 401(k) Plan in OR (2,632 participants, $64M 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 455431553.

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.