401(k) · DOL Form 5500 · 2023
Bam Management US Holdings Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 265
- Participants Below avg headcount
- 40th
- Percentile by assets National rank
- $14,959
- Avg per participant Low balance/head
Official DOL plan name: Bam Management US Holdings Inc. 401(k) Plan · Sponsored by Bam Management US Holdings Inc. · Florida · Professional & Technical Services
$4M in assets, 265 participants
Bam Management US Holdings Inc.'s Bam Management US Holdings Inc. 401(k) Plan reported $4M in total assets and 265 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #7,610 in Professional & Technical Services (20,321 peers)
Coverage in Florida
Bam Management US Holdings Inc. 401(k) Plan covers 265 participants in Florida, about 42% of the average Florida filer (state average ~628 per filing). Assets: $4M.
- #7,610
- in Professional & Technical Services (20,321 peers)
- +78.6%
- assets growth YoY
Bam Management US Holdings Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Bam Management US Holdings Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,964,152 40th percentile higher than 40% 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
Bam Management US Holdings 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. Bam Management US Holdings Inc. 401(k) Plan sits mid-pack in the medium band (265 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bam Management US Holdings Inc. 401(k) Plan reported participants rose from 145 in the plan year 2022 filing to 265 in the plan year 2023 filing.
- Bam Management US Holdings Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Bam Management US Holdings Inc. 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 833755031 · Bam Management US Holdings Inc. PY 2023 · 401(k)
Bam Management US Holdings Inc. 401(k) Plan · $4M · 265 · 40th
- VS-ST $4M
- VS-ST 265
- VS-ST 40th
- VS-ST 401(k)
- VS-ST near Jamestown Optometric Group, P.C. Profit Sharing Plan
- VS-ST ind #7610
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 Florida →
Bam Management US Holdings Inc. 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $2M |
| Employer EIN | 833755031 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bam Management US Holdings Inc.)
Sponsor-wide plan assets over time
All Bam Management US Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 73.92935975377605% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 145 | $2M |
| 2023 | 1 | 265 | $4M |
| 2024 | 1 | 65 | $4M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Bam Management US Holdings Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Jamestown Optometric Group, P.C. Profit Sharing Plan in NY ($4M); by covered participants it is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (265 participants); asset peers above are excluded.
- Ktm Industries Inc 401(k) Profit Sharing Plan & Trust (MI) 265 · 0 off
- Pat Obrien Chevrolet 401(k) Plan (OH) 265 · 0 off
- Lyell Immunopharma, Inc. 401(k) Plan (CA) 265 · 0 off
- Performance Systems Integration, LLC 401(k) Plan (OR) 265 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.