401(k) · DOL Form 5500 · 2024
Monarch Behavioral Therapy Bii, LLC Dba/ Behavioral Innovations 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 2,304
- Participants Above avg headcount
- 41st
- Percentile by assets National rank
- $2,033
- Avg per participant Low balance/head
Official DOL plan name: Behavioral Innovations Retirement Savings Plan · Sponsored by Monarch Behavioral Therapy Bii, LLC Dba/ Behavioral Innovations · Texas · Healthcare & Social Assistance
$5M in assets, 2,304 participants
Monarch Behavioral Therapy Bii, LLC Dba/ Behavioral Innovations's Behavioral Innovations Retirement Savings Plan reported $5M in total assets and 2,304 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #7,353 in Healthcare & Social Assistance (16,916 peers)
Coverage in Texas
Behavioral Innovations Retirement Savings Plan covers 2,304 participants in Texas, 3.4x the typical Texas plan (state average ~688 per filing). Assets: $5M.
- #7,353
- in Healthcare & Social Assistance (16,916 peers)
- +41.2%
- assets growth YoY
Behavioral Innovations Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Behavioral Innovations Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,683,562 41st percentile higher than 41% 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
Behavioral Innovations Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Behavioral Innovations Retirement Savings Plan lands in the large band (2,304 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Behavioral Innovations Retirement Savings Plan end-of-year assets rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Behavioral Innovations Retirement Savings Plan reported participants rose from 1,692 in the plan year 2023 filing to 2,304 in the plan year 2024 filing.
- Behavioral Innovations Retirement Savings Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
DOL schedule card
Filing strip 262657184 · Monarch Behavioral Therapy Bii, LLC Dba/ Behavioral Innovations PY 2024 · 401(k)
Behavioral Innovations Retirement Savings Plan · $5M · 2,304 · 41st
- VS-ST $5M
- BOY 2,304
- SCH 41st
- EBSA 401(k)
- PART near Ksm Castings USA 401(k) Plan
- TYPE ind #7353
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 Innovations Retirement Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 262657184 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monarch Behavioral Therapy Bii, LLC Dba/ Behavioral Innovations)
Sponsor-wide plan assets over time
All Monarch Behavioral Therapy Bii, LLC Dba/ Behavioral Innovations plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 118.07459929002724% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,343 | $2M |
| 2023 | 1 | 1,692 | $3M |
| 2024 | 1 | 2,304 | $5M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Behavioral Innovations Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Ksm Castings USA 401(k) Plan in NC ($5M); by covered participants it is Hac, Inc. 401(k) Plan in OK (2,304 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,304 participants); asset peers above are excluded.
- Hac, Inc. 401(k) Plan (OK) 2,304 · 0 off
- Trubridge 401(k) Retirement Plan (AL) 2,305 · 1 off
- Avalon Health Care, Inc. 401(k) Plan (UT) 2,303 · 1 off
- Harvard Maintenance, Inc. 401(k) Savings Plan (FL) 2,302 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.