401(k) · DOL Form 5500 · 2024

Behavioral Transformations, LLC 401(k) Plan

Data updated 2026-08-25

$447K
Total assets Small plan by assets
114
Participants Small participant base
17th
Percentile by assets National rank
$3,925
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Behavioral Transformations 401(k) Plan · Sponsored by Behavioral Transformations, LLC · Texas · Healthcare & Social Assistance

$447K in assets, 114 participants

Behavioral Transformations, LLC's Behavioral Transformations 401(k) Plan reported $447K in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,059 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Behavioral Transformations 401(k) Plan covers 114 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $447K.

#2,059
in Healthcare & Social Assistance (16,916 peers)
+98.7%
assets growth YoY

Behavioral Transformations 401(k) Plan among the smaller filed plans by assets

Behavioral Transformations 401(k) Plan vs every filed plan by assets

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

$447,428 17th percentile higher than 17% 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

Behavioral Transformations 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. Behavioral Transformations 401(k) Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Behavioral Transformations 401(k) Plan end-of-year assets rose from $225K in the plan year 2023 filing to $447K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 472775819 · Behavioral Transformations, LLC PY 2024 · 401(k)

Behavioral Transformations 401(k) Plan · $447K · 114 · 17th

  • BOOK $447K
  • VS-ST 114
  • BOY 17th
  • SCH 401(k)
  • EBSA near Mccandless & Associates Architects 401(k) Profit Sharing Plan
  • PART ind #2059

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Behavioral Transformations 401(k) Plan in the asset neighbourhood

Behavioral Transformations 401(k) PlanBehavioral Transformations 4…$447KMccandless & Associates Architects 401(k) Profit Sharing PlanMccandless & Associates Arch…$447KPinnacle Pets Play and Stay 401(k)Pinnacle Pets Play and Stay …$447KPpsn Corporation 401(k) Plan$447KFairfax Christian School Inc 401(k) Profit Sharing Plan & TrustFairfax Christian School Inc…$448K
End-of-year total assets ($M) among Behavioral Transformations 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$225K
Net Assets (End of Year)$447K
Net Income$222K
Employer EIN472775819
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Behavioral Transformations, LLC)

Sponsor-wide plan assets over time

All Behavioral Transformations, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$447K 98.66352305977738% vs 2023
2024 filing year
$0.2M$0.3M$0.4M$0.5M 20232024 $0.23M $0.45M ▲ +95.7%
Year Plans Participants Total Assets
2023 1 113 $225K
2024 1 114 $447K

Nearby 401(k) Plans in Texas

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

Behavioral Transformations 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Behavioral Transformations 401(k) Plan, Total assets ($B): 0.000447428 · Participants: 114Behavioral Transformations 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
Behavioral Transformations 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Behavioral Transformations 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Mccandless & Associates Architects 401(k) Profit Sharing Plan in CA ($447K); by covered participants it is Southeast Milk Inc. 401(k) Profit Sharing Plan in FL (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Behavioral Transformations 401(k) Plan assets move in 2024? ▼
Behavioral Transformations 401(k) Plan surged - up 98.7% during 2024, from $225K to $447K. Reported net income was $222K.
How have Behavioral Transformations, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Behavioral Transformations, LLC's sponsor-wide assets grew 98.7%, from $225K to $447K.
Where does Behavioral Transformations 401(k) Plan rank by assets among Form 5500 filers? ▼
Behavioral Transformations 401(k) Plan ranks in the 17th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Behavioral Transformations 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mccandless & Associates Architects 401(k) Profit Sharing Plan in CA ($447K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Behavioral Transformations 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeast Milk Inc. 401(k) Profit Sharing Plan in FL (114 participants, N/A 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 472775819.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.