401(k) · DOL Form 5500 · 2023

Bms Manufacturing Co., Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
28
Participants Small participant base
33rd
Percentile by assets National rank
$91,056
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bms Retirement Savings Plan · Sponsored by Bms Manufacturing Co., Inc. · New York · Manufacturing

$3M in assets, 28 participants

Bms Manufacturing Co., Inc.'s Bms Retirement Savings Plan reported $3M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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 Manufacturing (18,722 peers)

Bms Manufacturing Co., Inc. multi-year trail

Bms Manufacturing Co., Inc.'s plans moved +11.6% in assets from 2022 to 2024; this filing shows Bms Retirement Savings Plan at $3M / 28 participants.

#3,236
in Manufacturing (18,722 peers)
+3.9%
assets growth YoY

Bms Retirement Savings Plan among the smaller filed plans by assets

Bms Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,549,558 33rd percentile higher than 33% of 127,068 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 2023

Bms Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bms Retirement Savings Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bms Retirement Savings Plan reported net income rose from $34K in the plan year 2022 filing to $96K in the plan year 2023 filing.
  • Bms Retirement Savings Plan reported participants fell from 37 in the plan year 2022 filing to 28 in the plan year 2023 filing.
  • Bms Retirement Savings Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 161225221 · Bms Manufacturing Co., Inc. PY 2023 · 401(k)

Bms Retirement Savings Plan · $3M · 28 · 33rd

  • SCH $3M
  • EBSA 28
  • PART 33rd
  • TYPE 401(k)
  • NET near Reed & Company, P.C. Financial Freedom 401(k) Plan
  • BOOK 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 Manufacturing retirement plans → · Plans in New York →

Bms Retirement Savings Plan in the asset neighbourhood

Bms Retirement Savings Plan$3MReed & Company, P.C. Financial Freedom 401(k) PlanReed & Company, P.C. Financi…$3MIndependence Day Investments Corp. 401(k) PlanIndependence Day Investments…$3MCompass Community Health 401(k) Profit Sharing & TrustCompass Community Health 401…$3MTaste Catering 401(k) Plan$3M
End-of-year total assets ($M) among Bms Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bms Manufacturing Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bms Manufacturing Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 11.6184877346665% vs 2022
2024 filing year
$2.4M$2.5M$2.6M$2.7M$2.8M 202220232024 $2.45M $2.74M ▲ +11.8%
Year Plans Participants Total Assets
2022 1 37 $2M
2023 1 28 $3M
2024 1 38 $3M

Bms Manufacturing Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$96K
Employer EIN161225221
Plan Effective Date1994-11-08
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Bms Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bms Retirement Savings Plan, Total assets ($B): 0.002549558 · Participants: 28Bms Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Bms Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Outside New York, the nearest 401(k) by assets is Reed & Company, P.C. Financial Freedom 401(k) Plan in IN ($3M); by covered participants it is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bms Retirement Savings Plan assets move in 2023?
Bms Retirement Savings Plan edged up modestly - up 3.9% during 2023, from $2M to $3M. Reported net income was $96K.
How have Bms Manufacturing Co., Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bms Manufacturing Co., Inc.'s sponsor-wide assets grew 11.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Bms Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Reed & Company, P.C. Financial Freedom 401(k) Plan in IN ($3M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Bms Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants, $848K in assets).