401(k) · DOL Form 5500 · 2024
Bgm Group, LLC 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 146
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $206,425
- Avg per participant Above avg balance/head
Official DOL plan name: Bgm Group Salary Savings Plan and Trust · Sponsored by Bgm Group, LLC · Minnesota · Professional & Technical Services
$30M in assets, 146 participants
Bgm Group, LLC's Bgm Group Salary Savings Plan and Trust reported $30M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #15,611 in Professional & Technical Services (20,173 peers)
Coverage in Minnesota
Bgm Group Salary Savings Plan and Trust covers 146 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $30M.
- #15,611
- in Professional & Technical Services (20,173 peers)
- +19.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Bgm Group Salary Savings Plan and Trust's outsized position by total assets
Bgm Group Salary Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,138,013 Top 23% higher than 77% 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
Bgm Group Salary Savings Plan and Trust 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. Bgm Group Salary Savings Plan and Trust sits mid-pack in the medium band (146 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bgm Group Salary Savings Plan and Trust reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Bgm Group Salary Savings Plan and Trust end-of-year assets rose from $25M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Bgm Group Salary Savings Plan and Trust reported participants rose from 138 in the plan year 2023 filing to 146 in the plan year 2024 filing.
DOL schedule card
Filing strip 411421691 · Bgm Group, LLC PY 2024 · 401(k)
Bgm Group Salary Savings Plan and Trust · $30M · 146 · 77th
- 5500 $30M
- 5500 146
- 5500 77th
- 5500 401(k)
- 5500 near 403(b) Thrift Plan for Employees of Gracelight Community Health
- 5500 ind #15611
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 Minnesota →
Bgm Group Salary Savings Plan and Trust in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $5M |
| Employer EIN | 411421691 |
| Plan Effective Date | 1988-04-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bgm Group, LLC)
Sponsor-wide plan assets over time
All Bgm Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 35.88830867779353% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $22M |
| 2023 | 1 | 138 | $25M |
| 2024 | 1 | 146 | $30M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Bgm Group Salary Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Gracelight Community Health in CA ($30M); by covered participants it is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.
- Gerresheimer Peachtree City, Inc. 401(k) Plan (GA) 146 · 0 off
- Gerresheimer Peachtree City, Inc. 401(k) Plan (GA) 146 · 0 off
- Peoples Pharmacy, Inc. 401(k) Plan (TX) 146 · 0 off
- Ultra Poly Corporation Retirement Savings Plan (PA) 146 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.