Profit Sharing · DOL Form 5500 · 2024
B&m Ingenuity Inc. Profit Sharing Plan
Data updated 2026-08-25
- $695K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $694,947
- Avg per participant High balance/head
Official DOL plan name: B&m Ingenuity Inc. Retirement Plan · Sponsored by B&m Ingenuity Inc. · Texas · Other Services
$695K in assets, 1 participants
B&m Ingenuity Inc.'s B&m Ingenuity Inc. Retirement Plan reported $695K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #3,267 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, B&m Ingenuity Inc. Retirement Plan ranks #3,267 of 7,719 2024 filers by assets (2888% of the sector average)-$695K for 1 participant.
- #3,267
- in Other Services (7,719 peers)
- -10.7%
- assets change YoY
The plan reported a net loss of $83K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
B&m Ingenuity Inc. Retirement Plan among the smaller filed plans by assets
B&m Ingenuity Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$694,947 20th percentile higher than 20% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
B&m Ingenuity Inc. Retirement 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. B&m Ingenuity Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- B&m Ingenuity Inc. Retirement Plan reported net income fell from $117K in the plan year 2023 filing to -$83K in the plan year 2024 filing.
- B&m Ingenuity Inc. Retirement Plan end-of-year assets fell from $778K in the plan year 2023 filing to $695K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 811309092 · B&m Ingenuity Inc. PY 2024 · Profit Sharing
B&m Ingenuity Inc. Retirement Plan · $695K · 1 · 20th
- EIN $695K
- EIN 1
- EIN 20th
- EIN Profit Sharing
- EIN near Container Services Unlimited, Inc. Profit Sharing Plan
- EIN ind #3267
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 Other Services retirement plans → · Plans in Texas →
B&m Ingenuity Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $778K |
|---|---|
| Net Assets (End of Year) | $695K |
| Net Income | -$83K |
| Employer EIN | 811309092 |
| Plan Effective Date | 2016-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (B&m Ingenuity Inc.)
Sponsor-wide plan assets over time
All B&m Ingenuity Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $695K 5.095795696339211% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $661K |
| 2023 | 1 | 1 | $778K |
| 2024 | 1 | 1 | $695K |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
B&m Ingenuity Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Container Services Unlimited, Inc. Profit Sharing Plan in SC ($695K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($695K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.