401(k) · DOL Form 5500 · 2023

Bacchus Management Group 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
894
Participants Near avg headcount
40th
Percentile by assets National rank
$4,494
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bmg 401(k) Plan · Sponsored by Bacchus Management Group · California · Professional & Technical Services

$4M in assets, 894 participants

Bacchus Management Group's Bmg 401(k) Plan reported $4M in total assets and 894 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.

  • #7,664 in Professional & Technical Services (20,321 peers)

Bacchus Management Group multi-year trail

Bacchus Management Group's plans moved +62.0% in assets from 2022 to 2024; this filing shows Bmg 401(k) Plan at $4M / 894 participants.

#7,664
in Professional & Technical Services (20,321 peers)
+29.2%
assets growth YoY

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

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

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

$4,018,054 40th percentile higher than 40% 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

Bmg 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. Bmg 401(k) Plan sits mid-pack in the medium band (894 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bmg 401(k) Plan reported net income rose from -$628K in the plan year 2022 filing to $920K in the plan year 2023 filing.
  • Bmg 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Bmg 401(k) Plan reported participants rose from 883 in the plan year 2022 filing to 894 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 943356925 · Bacchus Management Group PY 2023 · 401(k)

Bmg 401(k) Plan · $4M · 894 · 40th

  • IND $4M
  • IND 894
  • IND 40th
  • IND 401(k)
  • IND near Apollo Professional Solutions, Inc. 401(k) Plan
  • IND ind #7664

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 California →

Bmg 401(k) Plan in the asset neighbourhood

Bmg 401(k) Plan$4MApollo Professional Solutions, Inc. 401(k) PlanApollo Professional Solution…$4MRose Exterminator Company, Inc. 401(k) PlanRose Exterminator Company, I…$4MMrd, Inc. 401(k) Plan$4MLamco Systems, Inc. Profit Sharing TrustLamco Systems, Inc. Profit S…$4M
End-of-year total assets ($M) among Bmg 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bacchus Management Group multi-year asset trail

Sponsor-wide plan assets over time

All Bacchus Management Group plans reported in each filing year

Latest sponsor-wide plan assets
$5M 61.962251219411044% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.11M $5.04M ▲ +62.1%
Year Plans Participants Total Assets
2022 1 883 $3M
2023 1 894 $4M
2024 1 597 $5M

Bacchus Management Group filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$920K
Employer EIN943356925
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Bmg 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bmg 401(k) Plan, Total assets ($B): 0.004018054 · Participants: 894Bmg 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Bmg 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bmg 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Apollo Professional Solutions, Inc. 401(k) Plan in NH ($4M); by covered participants it is Cmg Hourly 401(k) Plan in AL (894 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 (894 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 Bmg 401(k) Plan assets move in 2023? ▼
Bmg 401(k) Plan grew sharply - up 29.2% during 2023, from $3M to $4M. Reported net income was $920K.
How have Bacchus Management Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bacchus Management Group's sponsor-wide assets grew 62.0%, from $3M to $5M.
Which 401(k) plans are similar in size to Bmg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Apollo Professional Solutions, Inc. 401(k) Plan in NH ($4M, 61 participants).
Which 401(k) plans cover a similar participant headcount to Bmg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cmg Hourly 401(k) Plan in AL (894 participants, $139M 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 943356925.

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.