401(k) · DOL Form 5500 · 2024

Bms Intermediaries, Inc. 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
240
Participants Below avg headcount
84th
Percentile by assets National rank
$197,784
Avg per participant Above avg balance/head
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Official DOL plan name: Bms Intermediaries, Inc. 401(k) Plan · Sponsored by Bms Intermediaries, Inc. · Minnesota · Finance & Insurance

$47M in assets, 240 participants

Bms Intermediaries, Inc.'s Bms Intermediaries, Inc. 401(k) Plan reported $47M in total assets and 240 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,366 in Finance & Insurance (8,549 peers)

Coverage in Minnesota

Bms Intermediaries, Inc. 401(k) Plan covers 240 participants in Minnesota, about 21% of the average Minnesota filer (state average ~1,126 per filing). Assets: $47M.

#6,366
in Finance & Insurance (8,549 peers)
+14.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Bms Intermediaries, Inc. 401(k) Plan's outsized position by total assets

Bms Intermediaries, Inc. 401(k) Plan vs every filed plan by assets

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

$47,468,135 Top 16% higher than 84% 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

Bms Intermediaries, Inc. 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. Bms Intermediaries, Inc. 401(k) Plan sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bms Intermediaries, Inc. 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Bms Intermediaries, Inc. 401(k) Plan end-of-year assets rose from $41M in the plan year 2023 filing to $47M in the plan year 2024 filing.
  • Bms Intermediaries, Inc. 401(k) Plan reported participants rose from 210 in the plan year 2023 filing to 240 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 752857254 · Bms Intermediaries, Inc. PY 2024 · 401(k)

Bms Intermediaries, Inc. 401(k) Plan · $47M · 240 · 84th

  • EBSA $47M
  • PART 240
  • TYPE 84th
  • NET 401(k)
  • BOOK near Ridgewood Energy Corp 401(k) Profit Sharing Plan and Trust
  • VS-ST ind #6366

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Bms Intermediaries, Inc. 401(k) Plan in the asset neighbourhood

Bms Intermediaries, Inc. 401(k) PlanBms Intermediaries, Inc. 401…$47MRidgewood Energy Corp 401(k) Profit Sharing Plan and TrustRidgewood Energy Corp 401(k)…$47MGreenhouse Software, Inc. Retirement Savings PlanGreenhouse Software, Inc. Re…$47MJonah Energy 401(k) Plan$47MExperity 401(k) Plan$47M
End-of-year total assets ($M) among Bms Intermediaries, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$47M
Net Income$6M
Employer EIN752857254
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bms Intermediaries, Inc.)

Sponsor-wide plan assets over time

All Bms Intermediaries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 44.51472608725422% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.9M $47.5M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 189 $33M
2023 1 210 $41M
2024 1 240 $47M

Nearby 401(k) Plans in Minnesota

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

Bms Intermediaries, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Bms Intermediaries, Inc. 401(k) Plan, Total assets ($B): 0.047468135 · Participants: 240Bms Intermediaries, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Bms Intermediaries, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Bms Intermediaries, Inc. 401(k) Plan side-by-side with 3 peers →

Bms Intermediaries, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Ridgewood Energy Corp 401(k) Profit Sharing Plan and Trust in NJ ($47M); by covered participants it is Shangri-La 401(k) Plan in OR (240 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Bms Intermediaries, Inc. 401(k) Plan assets move in 2024? ▼
Bms Intermediaries, Inc. 401(k) Plan grew at a solid clip - up 14.4% during 2024, from $41M to $47M. Reported net income was $6M.
How have Bms Intermediaries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bms Intermediaries, Inc.'s sponsor-wide assets grew 44.5%, from $33M to $47M.
Where does Bms Intermediaries, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bms Intermediaries, Inc. 401(k) Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bms Intermediaries, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ridgewood Energy Corp 401(k) Profit Sharing Plan and Trust in NJ ($47M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Bms Intermediaries, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shangri-La 401(k) Plan in OR (240 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 752857254.

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.