401(k) · DOL Form 5500 · 2024
Bam Management US Holdings Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 65
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $59,389
- Avg per participant Low balance/head
Official DOL plan name: Bam Management US Holdings Inc. 401(k) Plan · Sponsored by Bam Management US Holdings Inc. · Florida · Professional & Technical Services
$4M in assets, 65 participants
Bam Management US Holdings Inc.'s Bam Management US Holdings Inc. 401(k) Plan reported $4M in total assets and 65 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #6,994 in Professional & Technical Services (20,173 peers)
Bam Management US Holdings Inc. multi-year trail
Bam Management US Holdings Inc.'s plans moved +73.9% in assets from 2022 to 2024; this filing shows Bam Management US Holdings Inc. 401(k) Plan at $4M / 65 participants.
- #6,994
- in Professional & Technical Services (20,173 peers)
- -2.6%
- assets change YoY
The plan reported a net loss of $102K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bam Management US Holdings Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Bam Management US Holdings Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,860,263 38th percentile higher than 38% 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
Bam Management US Holdings Inc. 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bam Management US Holdings Inc. 401(k) Plan is a small filing (65 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bam Management US Holdings Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$102K in the plan year 2024 filing.
- Bam Management US Holdings Inc. 401(k) Plan reported participants fell from 265 in the plan year 2023 filing to 65 in the plan year 2024 filing.
- Bam Management US Holdings Inc. 401(k) Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 833755031 · Bam Management US Holdings Inc. PY 2024 · 401(k)
Bam Management US Holdings Inc. 401(k) Plan · $4M · 65 · 38th
- RANK $4M
- PHOTO 65
- IND 38th
- EOY 401(k)
- 5500 near Elion, Grieco & Shipman, P.C. Retirement Plan
- ASSETS ind #6994
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 Florida →
Bam Management US Holdings Inc. 401(k) Plan in the asset neighbourhood
Bam Management US Holdings Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Bam Management US Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 73.92935975377605% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 145 | $2M |
| 2023 | 1 | 265 | $4M |
| 2024 | 1 | 65 | $4M |
Bam Management US Holdings Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$102K |
| Employer EIN | 833755031 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Bam Management US Holdings Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Elion, Grieco & Shipman, P.C. Retirement Plan in PA ($4M); by covered participants it is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (65 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.
- Socal Auto & Truck Parts, Inc. 401(k) Plan (CA) 65 · 0 off
- Strunk Hr, LLC 401(k) Plan (UT) 65 · 0 off
- Full Circle Ag 401(k) Plan (SD) 65 · 0 off
- The Exchange Bank of Alabama Retirement Plan (AL) 65 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.