401(k) · DOL Form 5500 · 2024

B & M Forever, Inc. 401(k) Plan

Data updated 2026-08-25

$21K
Total assets Small plan by assets
2
Participants Small participant base
2nd
Percentile by assets National rank
$10,608
Avg per participant Low balance/head
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Official DOL plan name: B & M Forever, Inc. 401(k) Profit Sharing Plan · Sponsored by B & M Forever, Inc. · Florida · Healthcare & Social Assistance

$21K in assets, 2 participants

B & M Forever, Inc.'s B & M Forever, Inc. 401(k) Profit Sharing Plan reported $21K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.

  • #245 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

B & M Forever, Inc. 401(k) Profit Sharing Plan surged 706.1% in 2024 ($3K → $21K) for 2 participants.

#245
in Healthcare & Social Assistance (16,916 peers)
+706.1%
assets growth YoY

B & M Forever, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

B & M Forever, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$21,216 2nd percentile higher than 2% 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

B & M Forever, Inc. 401(k) Profit Sharing 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. B & M Forever, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • B & M Forever, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3K in the plan year 2023 filing to $21K in the plan year 2024 filing.
  • B & M Forever, Inc. 401(k) Profit Sharing Plan reported net income rose from -$20K in the plan year 2023 filing to $19K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 873742040 · B & M Forever, Inc. PY 2024 · 401(k)

B & M Forever, Inc. 401(k) Profit Sharing Plan · $21K · 2 · 2nd

  • PCT $21K
  • EIN 2
  • RANK 2nd
  • PHOTO 401(k)
  • IND near Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust
  • EOY ind #245

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 Florida →

B & M Forever, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

B & M Forever, Inc. 401(k) Profit Sharing PlanB & M Forever, Inc. 401(k) P…$21KAmeristar Home Care Services L 401(k) Profit Sharing Plan & TrustAmeristar Home Care Services…$21KLafayette Wine Company 401(k) PlanLafayette Wine Company 401(k…$21KShift Technologies 401(k) PlanShift Technologies 401(k) Pl…$21KChikondi Holdings Inc. 401(k) PlanChikondi Holdings Inc. 401(k…$21K
End-of-year total assets ($M) among B & M Forever, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

B & M Forever, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All B & M Forever, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21K 5.2434122376060746% vs 2022
2024 filing year
$0M$0.01M$0.02M$0.03M 202220232024 $0.02M $0.02M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $22K
2023 1 2 $3K
2024 1 2 $21K

2024 asset-move particulars

Total Assets (Beginning of Year)$3K
Net Assets (End of Year)$21K
Net Income$19K
Employer EIN873742040
Plan Effective Date2021-11-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

B & M Forever, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants B & M Forever, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000021216 · Participants: 2B & M Forever, Inc. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
B & M Forever, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare B & M Forever, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

B & M Forever, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY ($21K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 B & M Forever, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
B & M Forever, Inc. 401(k) Profit Sharing Plan surged - up 706.1% during 2024, from $3K to $21K. Reported net income was $19K.
How have B & M Forever, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), B & M Forever, Inc.'s sponsor-wide assets declined 5.2%, from $22K to $21K.
Where does B & M Forever, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
B & M Forever, Inc. 401(k) Profit Sharing Plan ranks in the 2nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to B & M Forever, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY ($21K, 130 participants).
Which 401(k) plans cover a similar participant headcount to B & M Forever, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 873742040.

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.