401(k) · DOL Form 5500 · 2023

BEHAVIORALLY 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 81
Participants Small participant base: 62nd
Percentile by assets National rank: $144,416
Avg per participant Above avg balance/head

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Official DOL plan name: Behaviorally 401(k) Plan · Sponsored by BEHAVIORALLY · New Jersey · Professional & Technical Services

$12M in assets, 81 participants

BEHAVIORALLY's Behaviorally 401(k) Plan reported $12M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

#12,388 in Professional & Technical Services (20,321 peers)

BEHAVIORALLY multi-year trail

BEHAVIORALLY's plans moved +19.6% in assets from 2022 to 2024; this filing shows Behaviorally 401(k) Plan at $12M / 81 participants.

#12,388
in Professional & Technical Services (20,321 peers): +0.7%
assets growth YoY

Behaviorally 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Behaviorally 401(k) Plan vs every filed plan by assets

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

$11,697,656 Top 38% higher than 62% 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

Behaviorally 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Behaviorally 401(k) Plan is a small filing (81 participants) on this national headcount ladder.

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%)

Behaviorally 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $76K in the plan year 2023 filing.
Behaviorally 401(k) Plan reported participants fell from 109 in the plan year 2022 filing to 81 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 270173262 · BEHAVIORALLY PY 2023 · 401(k)

Behaviorally 401(k) Plan · $12M · 81 · 62nd

EIN $12M
RANK 81
PHOTO 62nd
IND 401(k)
EOY near Sabel Systems Technology Solutions LLC 401(k) Plan
5500 ind #12388

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

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

BEHAVIORALLY multi-year asset trail

Latest sponsor-wide plan assets: $14M 19.61421951386358% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	109	$12M
2023	1	81	$12M
2024	1	100	$14M

BEHAVIORALLY filing trail (2023)

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$12M
Net Income	$76K
Employer EIN	270173262
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Behaviorally 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
Verizon Savings Plan for Management Employees $27.8B · 78,072
Johnson and Johnson Savings Plan $22.2B · 41,291
Ernst & Young Retirement Savings Plan $15.5B · 59,346
Merck US Savings Plan $13.4B · 26,850

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

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

Outside New Jersey, the nearest 401(k) by assets is Sabel Systems Technology Solutions LLC 401(k) Plan in OH ($12M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Sabel Systems Technology Solutions LLC 401(k) Plan (OH) $12M · 187
Fair-Rite Products Corp. 401(k) Plan (NY) $12M · 132
Iyuno USA Inc. 401(k) Plan (CA) $12M · 236
Healthcrest Surgical 401(k) Plan (OK) $12M · 268

Similar participant headcount

Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.

Vaughn Electric Company,Inc. 401(k) Plan (TN) 81 · 0 off
Caribbean Marketing Reps Retirement Plan (PR) 81 · 0 off
Cc Properties Investments, LLC 401(k) Plan (AZ) 81 · 0 off
Filmtools Inc. (CA) 81 · 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 Behaviorally 401(k) Plan assets move in 2023? ▼

Behaviorally 401(k) Plan held essentially flat - up 0.7% during 2023, from $12M to $12M. Reported net income was $76K.

How have BEHAVIORALLY plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), BEHAVIORALLY's sponsor-wide assets grew 19.6%, from $12M to $14M.

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

Among 401(k) plans in other states, the closest by assets is Sabel Systems Technology Solutions LLC 401(k) Plan in OH ($12M, 187 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 participants, $5M 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 270173262.