401(k) · DOL Form 5500 · 2023

Bhg Holdings, LLC Dba Behavioral Health Group 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
1,570
Participants Near avg headcount
60th
Percentile by assets National rank
$6,795
Avg per participant Low balance/head
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Official DOL plan name: Behavioral Health Group Employee 401(k) Plan · Sponsored by Bhg Holdings, LLC Dba Behavioral Health Group · Texas · Healthcare & Social Assistance

$11M in assets, 1,570 participants

Bhg Holdings, LLC Dba Behavioral Health Group's Behavioral Health Group Employee 401(k) Plan reported $11M in total assets and 1,570 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,588 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Behavioral Health Group Employee 401(k) Plan covers 1,570 participants in Texas, 2.3x the typical Texas plan (state average ~688 per filing). Assets: $11M.

#11,588
in Healthcare & Social Assistance (17,684 peers)
+32.8%
assets growth YoY

Behavioral Health Group Employee 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Behavioral Health Group Employee 401(k) Plan vs every filed plan by assets

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

$10,668,164 Top 40% higher than 60% 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

Behavioral Health Group Employee 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. Behavioral Health Group Employee 401(k) Plan lands in the large band (1,570 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Behavioral Health Group Employee 401(k) Plan reported net income rose from $993K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Behavioral Health Group Employee 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 452718628 · Bhg Holdings, LLC Dba Behavioral Health Group PY 2023 · 401(k)

Behavioral Health Group Employee 401(k) Plan · $11M · 1,570 · 60th

  • EBSA $11M
  • EBSA 1,570
  • EBSA 60th
  • EBSA 401(k)
  • EBSA near Sion Power Corporation 401(k) Plan
  • EBSA ind #11588

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 Texas →

Behavioral Health Group Employee 401(k) Plan in the asset neighbourhood

Behavioral Health Group Employee 401(k) PlanBehavioral Health Group Empl…$11MSion Power Corporation 401(k) PlanSion Power Corporation 401(k…$11MBank of Labor Retirement Plan$11MArrow Finishing, Inc 401(k) PlanArrow Finishing, Inc 401(k) …$11MAxiom Technology, Inc. 401(k) Profit Sharing PlanAxiom Technology, Inc. 401(k…$11M
End-of-year total assets ($M) among Behavioral Health Group Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN452718628
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bhg Holdings, LLC Dba Behavioral Health Group)

Sponsor-wide plan assets over time

All Bhg Holdings, LLC Dba Behavioral Health Group plans reported in each filing year

Latest sponsor-wide plan assets
$13M 67.66171687398315% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.03M $13.5M ▲ +67.7%
Year Plans Participants Total Assets
2022 1 1,562 $8M
2023 1 1,570 $11M
2024 1 1,530 $13M

Nearby 401(k) Plans in Texas

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

Behavioral Health Group Employee 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Behavioral Health Group Employee 401(k) Plan, Total assets ($B): 0.010668164 · Participants: 1570Behavioral Health Group Employee 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Behavioral Health Group Employee 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Behavioral Health Group Employee 401(k) Plan side-by-side with 3 peers →

Behavioral Health Group Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sion Power Corporation 401(k) Plan in AZ ($11M); by covered participants it is Lbam Group Section 401(k) Plan in AL (1,570 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,570 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 Behavioral Health Group Employee 401(k) Plan assets move in 2023? ▼
Behavioral Health Group Employee 401(k) Plan surged - up 32.8% during 2023, from $8M to $11M. Reported net income was $3M.
How have Bhg Holdings, LLC Dba Behavioral Health Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bhg Holdings, LLC Dba Behavioral Health Group's sponsor-wide assets grew 67.7%, from $8M to $13M.
Which 401(k) plans are similar in size to Behavioral Health Group Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sion Power Corporation 401(k) Plan in AZ ($11M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Behavioral Health Group Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lbam Group Section 401(k) Plan in AL (1,570 participants, N/A 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 452718628.

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.