401(k) · DOL Form 5500 · 2024

The Bms Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
954
Participants Near avg headcount
72nd
Percentile by assets National rank
$23,120
Avg per participant Low balance/head
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Official DOL plan name: The Bms Enterprises 401(k) Plan · Sponsored by The Bms Enterprises, LLC · Texas · Administrative & Support Services

$22M in assets, 954 participants

The Bms Enterprises, LLC's The Bms Enterprises 401(k) Plan reported $22M in total assets and 954 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #3,735 in Administrative & Support Services (4,368 peers)

The Bms Enterprises, LLC multi-year trail

The Bms Enterprises, LLC's plans moved +30.3% in assets from 2022 to 2024; this filing shows The Bms Enterprises 401(k) Plan at $22M / 954 participants.

#3,735
in Administrative & Support Services (4,368 peers)
+13.9%
assets growth YoY

The Bms Enterprises 401(k) Plan's outsized position by total assets

The Bms Enterprises 401(k) Plan vs every filed plan by assets

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

$22,056,866 Top 28% higher than 72% 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

The Bms Enterprises 401(k) 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. The Bms Enterprises 401(k) Plan sits mid-pack in the medium band (954 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Bms Enterprises 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • The Bms Enterprises 401(k) Plan reported participants rose from 877 in the plan year 2023 filing to 954 in the plan year 2024 filing.
  • The Bms Enterprises 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 751463179 · The Bms Enterprises, LLC PY 2024 · 401(k)

The Bms Enterprises 401(k) Plan · $22M · 954 · 72nd

  • PART $22M
  • TYPE 954
  • NET 72nd
  • BOOK 401(k)
  • VS-ST near Avineon, Inc. 401(k) and Profit Sharing Plan
  • BOY ind #3735

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 Administrative & Support Services retirement plans → · Plans in Texas →

The Bms Enterprises 401(k) Plan in the asset neighbourhood

The Bms Enterprises 401(k) PlanThe Bms Enterprises 401(k) P…$22MAvineon, Inc. 401(k) and Profit Sharing PlanAvineon, Inc. 401(k) and Pro…$22MHemic 401(k) Retirement Plan$22MLawn Medical Center, S.C. Employees' Retirement Plan and TrustLawn Medical Center, S.C. Em…$22MAcpa 401(k) Retirement Plan$22M
End-of-year total assets ($M) among The Bms Enterprises 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Bms Enterprises, LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Bms Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 30.267532287284855% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.9M $22.1M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 958 $17M
2023 1 877 $19M
2024 1 954 $22M

The Bms Enterprises, LLC filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN751463179
Plan Effective Date1976-09-27
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

The Bms Enterprises 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Bms Enterprises 401(k) Plan, Total assets ($B): 0.022056866 · Participants: 954The Bms Enterprises 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
The Bms Enterprises 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

The Bms Enterprises 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Avineon, Inc. 401(k) and Profit Sharing Plan in VA ($22M); by covered participants it is Sincere Care Agency 401(k) Plan in NY (954 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (954 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 The Bms Enterprises 401(k) Plan assets move in 2024?
The Bms Enterprises 401(k) Plan grew at a solid clip - up 13.9% during 2024, from $19M to $22M. Reported net income was $3M.
How have The Bms Enterprises, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), The Bms Enterprises, LLC's sponsor-wide assets grew 30.3%, from $17M to $22M.
Which 401(k) plans are similar in size to The Bms Enterprises 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Avineon, Inc. 401(k) and Profit Sharing Plan in VA ($22M, 69 participants).
Which 401(k) plans cover a similar participant headcount to The Bms Enterprises 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Sincere Care Agency 401(k) Plan in NY (954 participants, $619K in assets).