401(k) · DOL Form 5500 · 2024

Bmi Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
142
Participants Small participant base
54th
Percentile by assets National rank
$64,490
Avg per participant Low balance/head
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Official DOL plan name: Bmi Companies Retirement Savings Plan · Sponsored by Bmi Financial Group, Inc. · Florida · Finance & Insurance

$9M in assets, 142 participants

Bmi Financial Group, Inc.'s Bmi Companies Retirement Savings Plan reported $9M in total assets and 142 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,236 in Finance & Insurance (8,549 peers)

Coverage in Florida

Bmi Companies Retirement Savings Plan covers 142 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $9M.

#3,236
in Finance & Insurance (8,549 peers)
+8.3%
assets growth YoY

Bmi Companies Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Bmi Companies Retirement Savings Plan vs every filed plan by assets

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

$9,157,626 Top 46% higher than 54% 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

Bmi Companies Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bmi Companies Retirement Savings Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bmi Companies Retirement Savings Plan reported net income rose from -$290K in the plan year 2023 filing to $702K in the plan year 2024 filing.
  • Bmi Companies Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Bmi Companies Retirement Savings Plan reported participants rose from 139 in the plan year 2023 filing to 142 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 592787441 · Bmi Financial Group, Inc. PY 2024 · 401(k)

Bmi Companies Retirement Savings Plan · $9M · 142 · 54th

  • PART $9M
  • TYPE 142
  • NET 54th
  • BOOK 401(k)
  • VS-ST near Long Motor Corporation 401(k) Retirement Saving Plan
  • BOY ind #3236

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 Finance & Insurance retirement plans → · Plans in Florida →

Bmi Companies Retirement Savings Plan in the asset neighbourhood

Bmi Companies Retirement Savings PlanBmi Companies Retirement Sav…$9MLong Motor Corporation 401(k) Retirement Saving PlanLong Motor Corporation 401(k…$9MOnin Group 401(k) Plan$9MFairfield Glade Community Club Retirement PlanFairfield Glade Community Cl…$9MCare First Animal Hospital 401(k) Profit Sharing PlanCare First Animal Hospital 4…$9M
End-of-year total assets ($M) among Bmi Companies Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$702K
Employer EIN592787441
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bmi Financial Group, Inc.)

Sponsor-wide plan assets over time

All Bmi Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 4.706795849197305% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M 202220232024 $8.75M $9.16M ▲ +4.7%
Year Plans Participants Total Assets
2022 1 136 $9M
2023 1 139 $8M
2024 1 142 $9M

Nearby 401(k) Plans in Florida

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

Bmi Companies Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bmi Companies Retirement Savings Plan, Total assets ($B): 0.009157626 · Participants: 142Bmi Companies Retirement Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Bmi Companies Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bmi Companies Retirement Savings Plan side-by-side with 3 peers →

Bmi Companies Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Long Motor Corporation 401(k) Retirement Saving Plan in KS ($9M); by covered participants it is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Bmi Companies Retirement Savings Plan assets move in 2024? ▼
Bmi Companies Retirement Savings Plan grew at a solid clip - up 8.3% during 2024, from $8M to $9M. Reported net income was $702K.
How have Bmi Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bmi Financial Group, Inc.'s sponsor-wide assets grew 4.7%, from $9M to $9M.
Which 401(k) plans are similar in size to Bmi Companies Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Long Motor Corporation 401(k) Retirement Saving Plan in KS ($9M, 235 participants).
Which 401(k) plans cover a similar participant headcount to Bmi Companies Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants, $19M 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 592787441.

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.