401(k) · DOL Form 5500 · 2024
Bagel Franchise Management Inc. 401(k) Plan
Data updated 2026-08-25
- $629K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $209,833
- Avg per participant Above avg balance/head
Official DOL plan name: Bagel Franchise Management Inc. Retirement Plan · Sponsored by Bagel Franchise Management Inc. · Pennsylvania · Professional & Technical Services
$629K in assets, 3 participants
Bagel Franchise Management Inc.'s Bagel Franchise Management Inc. Retirement Plan reported $629K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #2,992 in Professional & Technical Services (20,173 peers)
Bagel Franchise Management Inc. multi-year trail
Bagel Franchise Management Inc.'s plans moved +102.7% in assets from 2022 to 2024; this filing shows Bagel Franchise Management Inc. Retirement Plan at $629K / 3 participants.
- #2,992
- in Professional & Technical Services (20,173 peers)
- -20.8%
- assets change YoY
The plan reported a net loss of $165K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bagel Franchise Management Inc. Retirement Plan among the smaller filed plans by assets
Bagel Franchise Management Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$629,499 19th percentile higher than 19% 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
Bagel Franchise Management Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bagel Franchise Management Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bagel Franchise Management Inc. Retirement Plan reported net income fell from $484K in the plan year 2023 filing to -$165K in the plan year 2024 filing.
- Bagel Franchise Management Inc. Retirement Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- Bagel Franchise Management Inc. Retirement Plan end-of-year assets fell from $794K in the plan year 2023 filing to $629K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 853034425 · Bagel Franchise Management Inc. PY 2024 · 401(k)
Bagel Franchise Management Inc. Retirement Plan · $629K · 3 · 19th
- PCT $629K
- PCT 3
- PCT 19th
- PCT 401(k)
- PCT near Abd Farms, Inc. 401(k) Plan
- PCT ind #2992
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 Pennsylvania →
Bagel Franchise Management Inc. Retirement Plan in the asset neighbourhood
Bagel Franchise Management Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Bagel Franchise Management Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $629K 102.74829861860393% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $310K |
| 2023 | 1 | 2 | $794K |
| 2024 | 1 | 3 | $629K |
Bagel Franchise Management Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $794K |
|---|---|
| Net Assets (End of Year) | $629K |
| Net Income | -$165K |
| Employer EIN | 853034425 |
| Plan Effective Date | 2020-09-18 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Bagel Franchise Management Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Abd Farms, Inc. 401(k) Plan in AR ($630K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($629K here).
- Abd Farms, Inc. 401(k) Plan (AR) $630K · 1
- Buckeye Lake Winery, Inc. 401(k) Plan (OH) $630K · 12
- Aspire888 Enterprise Corp. 401(k) Plan (GA) $630K · N/A
- Blackberry Cove, Inc. 401(k) Profit Sharing Plan (GA) $629K · 2
Similar participant headcount
Nearest other-state filings by covered participants (3 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.