401(k) · DOL Form 5500 · 2023

Bmg Services, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
29th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Bmg Services, Inc. 401(k) Plan · Sponsored by Bmg Services, Inc. · North Carolina · Retail Trade

$2M in assets, 1 participants

Bmg Services, Inc.'s Bmg Services, Inc. 401(k) Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #3,465 in Retail Trade (8,414 peers)

2023 asset change

Bmg Services, Inc. 401(k) Plan declined sharply 29.8% in 2023 ($2M → $2M) for 1 participant.

#3,465
in Retail Trade (8,414 peers)
-29.8%
assets change YoY

The plan reported a net loss of $735K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bmg Services, Inc. 401(k) Plan among the smaller filed plans by assets

Bmg Services, Inc. 401(k) Plan vs every filed plan by assets

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

$1,734,132 29th percentile higher than 29% 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 Services, 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. Bmg Services, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bmg Services, Inc. 401(k) Plan reported net income fell from $687K in the plan year 2022 filing to -$735K in the plan year 2023 filing.
  • Bmg Services, Inc. 401(k) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 832454930 · Bmg Services, Inc. PY 2023 · 401(k)

Bmg Services, Inc. 401(k) Plan · $2M · 1 · 29th

  • IND $2M
  • EOY 1
  • 5500 29th
  • ASSETS 401(k)
  • PCT near Kevin R. Austin, Dds, Ms, PC 401(k) Profit Sharing Plan
  • EIN ind #3465

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 Retail Trade retirement plans → · Plans in North Carolina →

Bmg Services, Inc. 401(k) Plan in the asset neighbourhood

Bmg Services, Inc. 401(k) PlanBmg Services, Inc. 401(k) Pl…$2MKevin R. Austin, Dds, Ms, PC 401(k) Profit Sharing PlanKevin R. Austin, Dds, Ms, PC…$2MTool North, Inc. 401(k) Plan & TrustTool North, Inc. 401(k) Plan…$2MFinder Dot Com 401(k) Plan$2MF.L. Chamberlain School Retirement PlanF.L. Chamberlain School Reti…$2M
End-of-year total assets ($M) among Bmg Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bmg Services, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Bmg Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.15136109582517915% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.47M $2.47M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$735K
Employer EIN832454930
Plan Effective Date2018-11-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Bmg Services, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Bmg Services, Inc. 401(k) Plan, Total assets ($B): 0.001734132 · Participants: 1Bmg Services, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Bmg Services, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

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

Outside North Carolina, the nearest 401(k) by assets is Kevin R. Austin, Dds, Ms, PC 401(k) Profit Sharing Plan in MO ($2M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Services, Inc. 401(k) Plan assets move in 2023?
Bmg Services, Inc. 401(k) Plan declined sharply - down 29.8% during 2023, from $2M to $2M. Reported net income was -$735K.
How have Bmg Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bmg Services, Inc.'s sponsor-wide assets declined 0.2%, from $2M to $2M.
Which 401(k) plans are similar in size to Bmg Services, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Kevin R. Austin, Dds, Ms, PC 401(k) Profit Sharing Plan in MO ($2M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Bmg Services, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).