401(k) · DOL Form 5500 · 2023

Bm Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets: 146
Participants Small participant base: 73rd
Percentile by assets National rank: $138,376
Avg per participant Near avg balance/head

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Official DOL plan name: Bm Technologies, Inc. 401(k) Plan · Sponsored by Bm Technologies, Inc. · Pennsylvania · Finance & Insurance

$20M in assets, 146 participants

Bm Technologies, Inc.'s Bm Technologies, Inc. 401(k) Plan reported $20M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

#5,265 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Bm Technologies, Inc. 401(k) Plan covers 146 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $20M.

#5,265
in Finance & Insurance (8,869 peers): $3M
reported net income

Bm Technologies, Inc. 401(k) Plan's outsized position by total assets

Bm Technologies, Inc. 401(k) Plan vs every filed plan by assets

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

$20,202,922 Top 27% higher than 73% 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

Bm Technologies, Inc. 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. Bm Technologies, Inc. 401(k) Plan sits mid-pack in the medium band (146 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%)

EBSA filing schedule strip

Filing strip 853987673 · Bm Technologies, Inc. PY 2023 · 401(k)

Bm Technologies, Inc. 401(k) Plan · $20M · 146 · 73rd

RANK $20M
RANK 146
RANK 73rd
RANK 401(k)
RANK near Appen Ai Inc Retirement Plan
RANK ind #5265

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 Pennsylvania →

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

Pennsylvania filing particulars

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$20M
Net Income	$3M
Employer EIN	853987673
Plan Effective Date	2023-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bm Technologies, Inc.)

Latest sponsor-wide plan assets: $22M 7.57876509150508% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	146	$20M
2024	1	204	$22M

Nearby 401(k) Plans in Pennsylvania

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

Bm Technologies, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare Bm Technologies, Inc. 401(k) Plan side-by-side with 3 peers →

Bm Technologies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Appen Ai Inc Retirement Plan in WA ($20M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (146 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Appen Ai Inc Retirement Plan (WA) $20M · 1,931
Fristam Pumps USA, Limited Partnership Retirement Savings Plan (WI) $20M · 101
The Congoleum Hourly Employees Savings Plan (NJ) $20M · 227
Chukchansi Gold Resort and Casino 401(k) Plan (CA) $20M · 1,062

Similar participant headcount

Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.

All City Management Services, Inc. 401(k) Plan (CA) 146 · 0 off
Jounce Therapeutics, Inc. 401(k) Plan (MA) 146 · 0 off
Golden Bank National Association 401(k) Retirement Savings Plan (TX) 146 · 0 off
Delta Automotive Services, Inc. 401(k) Profit Sharing Plan (NJ) 146 · 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 have Bm Technologies, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Bm Technologies, Inc.'s sponsor-wide assets grew 7.6%, from $20M to $22M.

Which 401(k) plans are similar in size to Bm Technologies, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Appen Ai Inc Retirement Plan in WA ($20M, 1,931 participants).

Which 401(k) plans cover a similar participant headcount to Bm Technologies, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (146 participants, $1M 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 853987673.