Other · DOL Form 5500 · 2023
Brockton Area Multi-Services, Inc. Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 1,468
- Participants Near avg headcount
- 64th
- Percentile by assets National rank
- $8,688
- Avg per participant Low balance/head
Official DOL plan name: Bamsi 403(b) Retirement Plan · Sponsored by Brockton Area Multi-Services, Inc. · Massachusetts · Healthcare & Social Assistance
$13M in assets, 1,468 participants
Brockton Area Multi-Services, Inc.'s Bamsi 403(b) Retirement Plan reported $13M in total assets and 1,468 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #12,224 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Bamsi 403(b) Retirement Plan covers 1,468 participants in Massachusetts, 2.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $13M.
- #12,224
- in Healthcare & Social Assistance (17,684 peers)
- +20.3%
- assets growth YoY
Bamsi 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Bamsi 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,753,764 Top 36% higher than 64% 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
Bamsi 403(b) Retirement 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. Bamsi 403(b) Retirement Plan lands in the large band (1,468 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bamsi 403(b) Retirement Plan reported net income rose from -$416K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Bamsi 403(b) Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Bamsi 403(b) Retirement Plan reported participants fell from 1,571 in the plan year 2022 filing to 1,468 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042562377 · Brockton Area Multi-Services, Inc. PY 2023 · Other
Bamsi 403(b) Retirement Plan · $13M · 1,468 · 64th
- PHOTO $13M
- IND 1,468
- EOY 64th
- 5500 Other
- ASSETS near Bvcaa, Inc. Retirement Plan
- PCT ind #12224
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 Massachusetts →
Bamsi 403(b) Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 042562377 |
| Plan Effective Date | 2017-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brockton Area Multi-Services, Inc.)
Sponsor-wide plan assets over time
All Brockton Area Multi-Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 51.4963584020824% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,571 | $11M |
| 2023 | 3 | 5,002 | $29M |
| 2024 | 1 | 1,454 | $16M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Bamsi 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Bvcaa, Inc. Retirement Plan in TX ($13M); by covered participants it is Illinois Independent Colleges and Universities Multiple Employer Plan in IL (1,467 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,468 participants); asset peers above are excluded.
- Illinois Independent Colleges and Universities Multiple Employer Plan (IL) 1,467 · 1 off
- Kingsbrook Jewish Medical Center's Tax Deferred Annuity Retirement Plan (NY) 1,466 · 2 off
- The Washington Hospital Retirement & Savings Plan (PA) 1,470 · 2 off
- La Frontera Center, Inc. 403(b) Plan (AZ) 1,464 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.