401(k) · DOL Form 5500 · 2023

Bhe Montana LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
38
Participants Small participant base
37th
Percentile by assets National rank
$85,737
Avg per participant Below avg balance/head
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Official DOL plan name: Bhe Montana LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Bhe Montana LLC · Florida · Professional & Technical Services

$3M in assets, 38 participants

Bhe Montana LLC's Bhe Montana LLC 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,890 in Professional & Technical Services (20,321 peers)

Bhe Montana LLC multi-year trail

Bhe Montana LLC's plans moved +41.5% in assets from 2022 to 2024; this filing shows Bhe Montana LLC 401(k) Profit Sharing Plan & Trust at $3M / 38 participants.

#6,890
in Professional & Technical Services (20,321 peers)
+17.9%
assets growth YoY

Bhe Montana LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Bhe Montana LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,257,997 37th percentile higher than 37% 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

Bhe Montana LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bhe Montana LLC 401(k) Profit Sharing Plan & Trust is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bhe Montana LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$614K in the plan year 2022 filing to $495K in the plan year 2023 filing.
  • Bhe Montana LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bhe Montana LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 37 in the plan year 2022 filing to 38 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 454073481 · Bhe Montana LLC PY 2023 · 401(k)

Bhe Montana LLC 401(k) Profit Sharing Plan & Trust · $3M · 38 · 37th

  • 5500 $3M
  • ASSETS 38
  • PCT 37th
  • EIN 401(k)
  • RANK near Wray Ford, Inc. 401(k) Plan
  • PHOTO ind #6890

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 →

Bhe Montana LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Bhe Montana LLC 401(k) Profit Sharing Plan & TrustBhe Montana LLC 401(k) Profi…$3MWray Ford, Inc. 401(k) Plan$3MLex Mundi Ltd 401(k) Plan$3MLkat Group, Inc. 401(k) Plan$3MNes 401(k) Plan$3M
End-of-year total assets ($M) among Bhe Montana LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bhe Montana LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bhe Montana LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 41.54956443180683% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.76M $3.91M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 37 $3M
2023 1 38 $3M
2024 1 36 $4M

Bhe Montana LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$495K
Employer EIN454073481
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Bhe Montana LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bhe Montana LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003257997 · Participants: 38Bhe Montana LLC 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Bhe Montana LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bhe Montana LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Bhe Montana LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Wray Ford, Inc. 401(k) Plan in LA ($3M); by covered participants it is Coral Color Process, Ltd 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Bhe Montana LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Bhe Montana LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 17.9% during 2023, from $3M to $3M. Reported net income was $495K.
How have Bhe Montana LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bhe Montana LLC's sponsor-wide assets grew 41.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Bhe Montana LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wray Ford, Inc. 401(k) Plan in LA ($3M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Bhe Montana LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Coral Color Process, Ltd 401(k) Plan in NY (38 participants, $3M 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 454073481.

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.