401(k) · DOL Form 5500 · 2024

Bhi Energy Services LLC 401(k) Plan

Data updated 2026-08-25

$129M
Total assets Near avg plan size
4,114
Participants Above avg headcount
92nd
Percentile by assets National rank
$31,465
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bhi Energy 401(k) and Profit Sharing Plan · Sponsored by Bhi Energy Services LLC · Massachusetts · Professional & Technical Services

$129M in assets, 4,114 participants

Bhi Energy Services LLC's Bhi Energy 401(k) and Profit Sharing Plan reported $129M in total assets and 4,114 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,811 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

Bhi Energy 401(k) and Profit Sharing Plan covers 4,114 participants in Massachusetts, 6.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $129M.

#18,811
in Professional & Technical Services (20,173 peers)
-1.0%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bhi Energy 401(k) and Profit Sharing Plan's outsized position by total assets

Bhi Energy 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$129,446,379 Top 8% higher than 92% 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

Bhi Energy 401(k) and Profit Sharing 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. Bhi Energy 401(k) and Profit Sharing Plan lands in the large band (4,114 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bhi Energy 401(k) and Profit Sharing Plan reported net income fell from $10M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Bhi Energy 401(k) and Profit Sharing Plan reported participants fell from 5,430 in the plan year 2023 filing to 4,114 in the plan year 2024 filing.
  • Bhi Energy 401(k) and Profit Sharing Plan end-of-year assets fell from $131M in the plan year 2023 filing to $129M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 853926225 · Bhi Energy Services LLC PY 2024 · 401(k)

Bhi Energy 401(k) and Profit Sharing Plan · $129M · 4,114 · 92nd

  • BOOK $129M
  • BOOK 4,114
  • BOOK 92nd
  • BOOK 401(k)
  • BOOK near Peco Foods, Inc. Retirement Savings Plan
  • BOOK ind #18811

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 Massachusetts →

Bhi Energy 401(k) and Profit Sharing Plan in the asset neighbourhood

Sheet Metal Workers Local Union No. 80 Annuity FundSheet Metal Workers Local Un…$130MBhi Energy 401(k) and Profit Sharing PlanBhi Energy 401(k) and Profit…$129MPeco Foods, Inc. Retirement Savings PlanPeco Foods, Inc. Retirement …$129MTreasury Wine Estates Retirement Savings PlanTreasury Wine Estates Retire…$129MKirby Risk Corporation Retirement PlanKirby Risk Corporation Retir…$129M
End-of-year total assets ($M) among Bhi Energy 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$131M
Net Assets (End of Year)$129M
Net Income-$1M
Employer EIN853926225
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bhi Energy Services LLC)

Sponsor-wide plan assets over time

All Bhi Energy Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$129M 1.044814055481723% vs 2023
2024 filing year
$129M$130M$130M$131M$131M 20232024 $131M $129M ▼ -1.0%
Year Plans Participants Total Assets
2023 1 5,430 $131M
2024 1 4,114 $129M

Nearby 401(k) Plans in Massachusetts

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

Bhi Energy 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -10010203040 Total assets ($B) Participants Bhi Energy 401(k) and Profit Sharing Plan, Total assets ($B): 0.129446379 · Participants: 4114Bhi Energy 401(k) and Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Bhi Energy 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Bhi Energy 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Bhi Energy 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Peco Foods, Inc. Retirement Savings Plan in AL ($129M); by covered participants it is Spotify USA Inc. 401(k) Profit Sharing Plan and Trust in NY (4,115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($129M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,114 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 Bhi Energy 401(k) and Profit Sharing Plan assets move in 2024? ▼
Bhi Energy 401(k) and Profit Sharing Plan edged down modestly - down 1.0% during 2024, from $131M to $129M. Reported net income was -$1M.
How have Bhi Energy Services LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Bhi Energy Services LLC's sponsor-wide assets declined 1.0%, from $131M to $129M.
Where does Bhi Energy 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bhi Energy 401(k) and Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bhi Energy 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peco Foods, Inc. Retirement Savings Plan in AL ($129M, 6,234 participants).
Which 401(k) plans cover a similar participant headcount to Bhi Energy 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spotify USA Inc. 401(k) Profit Sharing Plan and Trust in NY (4,115 participants, $566M 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 853926225.

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.