401(k) · DOL Form 5500 · 2024

Bacchus Management Group 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 597
Participants Below avg headcount: 42nd
Percentile by assets National rank: $8,439
Avg per participant Low balance/head

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Official DOL plan name: Bmg 401(k) Plan · Sponsored by Bacchus Management Group · California · Professional & Technical Services

$5M in assets, 597 participants

Bacchus Management Group's Bmg 401(k) Plan reported $5M in total assets and 597 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

#7,999 in Professional & Technical Services (20,173 peers)

Bacchus Management Group multi-year trail

Bacchus Management Group's plans moved +62.0% in assets from 2022 to 2024; this filing shows Bmg 401(k) Plan at $5M / 597 participants.

#7,999
in Professional & Technical Services (20,173 peers): +25.4%
assets growth YoY

Bmg 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bmg 401(k) Plan vs every filed plan by assets

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

$5,038,197 42nd percentile higher than 42% 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

Bmg 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. Bmg 401(k) Plan sits mid-pack in the medium band (597 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Bmg 401(k) Plan reported participants fell from 894 in the plan year 2023 filing to 597 in the plan year 2024 filing.
Bmg 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Bmg 401(k) Plan reported net income rose from $920K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 943356925 · Bacchus Management Group PY 2024 · 401(k)

Bmg 401(k) Plan · $5M · 597 · 42nd

5500 $5M
5500 597
5500 42nd
5500 401(k)
5500 near Openview Products Employees Retirement Plan
5500 ind #7999

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 California →

End-of-year total assets ($M) among Bmg 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bacchus Management Group multi-year asset trail

Latest sponsor-wide plan assets: $5M 61.962251219411044% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	883	$3M
2023	1	894	$4M
2024	1	597	$5M

Bacchus Management Group filing trail (2024)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$1M
Employer EIN	943356925
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Bmg 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Bmg 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Openview Products Employees Retirement Plan in MN ($5M); by covered participants it is Mtech 401(k) Plan in CO (597 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Openview Products Employees Retirement Plan (MN) $5M · 294
Five-Star Technology Solutions, LLC 401(k) Plan (IN) $5M · 160
Day's Jewelers Employee Stock Ownership Plan (ME) $5M · 115
Tek Precision Co., Ltd. Savings & Protection Plan (NY) $5M · 21

Similar participant headcount

Nearest other-state filings by covered participants (597 participants); asset peers above are excluded.

Mtech 401(k) Plan (CO) 597 · 0 off
Ecco USA, Inc. 401(k) Plan (NH) 597 · 0 off
Hilton Puerto Rico Retirement Savings Plan (VA) 597 · 0 off
Iti, Inc. 401(k) Plan (NJ) 597 · 0 off

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 Bmg 401(k) Plan assets move in 2024? ▼

Bmg 401(k) Plan grew sharply - up 25.4% during 2024, from $4M to $5M. Reported net income was $1M.

How have Bacchus Management Group plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bacchus Management Group's sponsor-wide assets grew 62.0%, from $3M to $5M.

Which 401(k) plans are similar in size to Bmg 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Openview Products Employees Retirement Plan in MN ($5M, 294 participants).

Which 401(k) plans cover a similar participant headcount to Bmg 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Mtech 401(k) Plan in CO (597 participants, $60M 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 943356925.