401(k) · DOL Form 5500 · 2023

Bhr Inc 401(k) Plan

Data updated 2026-08-25

$128K
Total assets Small plan by assets: 2
Participants Small participant base: 8th
Percentile by assets National rank: $63,927
Avg per participant Low balance/head

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Official DOL plan name: Bhr Inc 401(k) Plan · Sponsored by Bhr Inc · Massachusetts · Real Estate

$128K in assets, 2 participants

Bhr Inc's Bhr Inc 401(k) Plan reported $128K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

#523 in Real Estate (4,727 peers)

Bhr Inc multi-year trail

Bhr Inc's plans moved -75.9% in assets from 2022 to 2024; this filing shows Bhr Inc 401(k) Plan at $128K / 2 participants.

#523
in Real Estate (4,727 peers): -32.7%
assets change YoY

The plan reported a net loss of $62K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bhr Inc 401(k) Plan among the smaller filed plans by assets

Bhr Inc 401(k) Plan vs every filed plan by assets

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

$127,853 8th percentile higher than 8% 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

Bhr Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bhr Inc 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Bhr Inc 401(k) Plan reported net income fell from -$8K in the plan year 2022 filing to -$62K in the plan year 2023 filing.
Bhr Inc 401(k) Plan end-of-year assets fell from $190K in the plan year 2022 filing to $128K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 823184879 · Bhr Inc PY 2023 · 401(k)

Bhr Inc 401(k) Plan · $128K · 2 · 8th

PART $128K
TYPE 2
NET 8th
BOOK 401(k)
VS-ST near Jetvestor Health, Inc. 401(k) Profit Sharing Plan
BOY ind #523

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 Real Estate retirement plans → · Plans in Massachusetts →

End-of-year total assets ($M) among Bhr Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bhr Inc multi-year asset trail

Latest sponsor-wide plan assets: $115K 75.90459161268498% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	3	6	$476K
2023	1	2	$128K
2024	1	2	$115K

Bhr Inc filing trail (2023)

Total Assets (Beginning of Year)	$190K
Net Assets (End of Year)	$128K
Net Income	-$62K
Employer EIN	823184879
Plan Effective Date	2017-10-20
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Bhr Inc 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Bhr Inc 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Jetvestor Health, Inc. 401(k) Profit Sharing Plan in CA ($128K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($128K here).

Jetvestor Health, Inc. 401(k) Profit Sharing Plan (CA) $128K · 2
Hefty Management Inc 401(k) Plan (FL) $128K · 2
Ninja Coder Lake Mary, Inc. 401(k) Profit Sharing Plan (FL) $128K · 2
Dreki Media Solutions, Inc. 401(k) Plan (FL) $128K · 1

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

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 Bhr Inc 401(k) Plan assets move in 2023? ▼

Bhr Inc 401(k) Plan contracted severely - down 32.7% during 2023, from $190K to $128K. Reported net income was -$62K.

How have Bhr Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bhr Inc's sponsor-wide assets declined 75.9%, from $476K to $115K.

Where does Bhr Inc 401(k) Plan rank by assets among Form 5500 filers? ▼

Bhr Inc 401(k) Plan ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Bhr Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Jetvestor Health, Inc. 401(k) Profit Sharing Plan in CA ($128K, 2 participants).

Which 401(k) plans cover a similar participant headcount to Bhr Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 823184879.