401(k) · DOL Form 5500 · 2024

Bhb Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
26th
Percentile by assets National rank
$181,219
Avg per participant Above avg balance/head
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Official DOL plan name: Bhb Advisors, LLC 401(k) & Profit Sharing Plan · Sponsored by Bhb Advisors, LLC · Minnesota · Professional & Technical Services

$1M in assets, 8 participants

Bhb Advisors, LLC's Bhb Advisors, LLC 401(k) & Profit Sharing Plan reported $1M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,368 in Professional & Technical Services (20,173 peers)

Bhb Advisors, LLC multi-year trail

Bhb Advisors, LLC's plans moved +54.2% in assets from 2022 to 2024; this filing shows Bhb Advisors, LLC 401(k) & Profit Sharing Plan at $1M / 8 participants.

#4,368
in Professional & Technical Services (20,173 peers)
+17.3%
assets growth YoY

Bhb Advisors, LLC 401(k) & Profit Sharing Plan among the smaller filed plans by assets

Bhb Advisors, LLC 401(k) & Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,449,749 26th percentile higher than 26% of 123,620 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 2024

Bhb Advisors, LLC 401(k) & Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bhb Advisors, LLC 401(k) & Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bhb Advisors, LLC 401(k) & Profit Sharing Plan reported net income fell from $295K in the plan year 2023 filing to $214K in the plan year 2024 filing.
  • Bhb Advisors, LLC 401(k) & Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 271149594 · Bhb Advisors, LLC PY 2024 · 401(k)

Bhb Advisors, LLC 401(k) & Profit Sharing Plan · $1M · 8 · 26th

  • 5500 $1M
  • ASSETS 8
  • PCT 26th
  • EIN 401(k)
  • RANK near Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #4368

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 Minnesota →

Bhb Advisors, LLC 401(k) & Profit Sharing Plan in the asset neighbourhood

Bhb Advisors, LLC 401(k) & Profit Sharing PlanBhb Advisors, LLC 401(k) & P…$1MSilver Vortex Solutions Inc 401(k) Profit Sharing Plan & TrustSilver Vortex Solutions Inc …$1MInternal Medicine Diagnostic Center, P.a. Safe Harbor 401(k) PlanInternal Medicine Diagnostic…$1MSjw Film-53 401(k) Profit Sharing PlanSjw Film-53 401(k) Profit Sh…$1MSuperior Cleaning Services (Ny) LLC 401(k) Retirement PlanSuperior Cleaning Services (…$1M
End-of-year total assets ($M) among Bhb Advisors, LLC 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bhb Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bhb Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 54.22303874115192% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.94M $1.45M ▲ +54.3%
Year Plans Participants Total Assets
2022 1 6 $940K
2023 1 8 $1M
2024 1 8 $1M

Bhb Advisors, LLC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$214K
Employer EIN271149594
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Bhb Advisors, LLC 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Bhb Advisors, LLC 401(k) & Profit Sharing Plan, Total assets ($B): 0.001449749 · Participants: 8Bhb Advisors, LLC 401(k) & Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Bhb Advisors, LLC 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Bhb Advisors, LLC 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Bhb Advisors, LLC 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust in MA ($1M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bhb Advisors, LLC 401(k) & Profit Sharing Plan assets move in 2024? ▼
Bhb Advisors, LLC 401(k) & Profit Sharing Plan grew sharply - up 17.3% during 2024, from $1M to $1M. Reported net income was $214K.
How have Bhb Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bhb Advisors, LLC's sponsor-wide assets grew 54.2%, from $940K to $1M.
Which 401(k) plans are similar in size to Bhb Advisors, LLC 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Silver Vortex Solutions Inc 401(k) Profit Sharing Plan & Trust in MA ($1M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Bhb Advisors, LLC 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 271149594.

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.