401(k) · DOL Form 5500 · 2024

Bmi Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
138
Participants Small participant base
50th
Percentile by assets National rank
$56,477
Avg per participant Low balance/head
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Official DOL plan name: Bmi Holdings, LLC 401(k) Retirement Savings Plan · Sponsored by Bmi Holdings, LLC · Guam · Retail Trade

$8M in assets, 138 participants

Bmi Holdings, LLC's Bmi Holdings, LLC 401(k) Retirement Savings Plan reported $8M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #4,878 in Retail Trade (8,048 peers)

Coverage in Guam

Bmi Holdings, LLC 401(k) Retirement Savings Plan covers 138 participants in Guam, about 43% of the average Guam filer (state average ~322 per filing). Assets: $8M.

#4,878
in Retail Trade (8,048 peers)
+17.3%
assets growth YoY

Bmi Holdings, LLC 401(k) Retirement Savings Plan's mid-pack asset rank among Retail Trade and all filers

Bmi Holdings, LLC 401(k) Retirement Savings Plan vs every filed plan by assets

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

$7,793,858 Top 50% higher than 50% 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

Bmi Holdings, LLC 401(k) Retirement Savings 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. Bmi Holdings, LLC 401(k) Retirement Savings Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bmi Holdings, LLC 401(k) Retirement Savings Plan reported participants fell from 167 in the plan year 2023 filing to 138 in the plan year 2024 filing.
  • Bmi Holdings, LLC 401(k) Retirement Savings Plan reported net income rose from $977K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Bmi Holdings, LLC 401(k) Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 660729255 · Bmi Holdings, LLC PY 2024 · 401(k)

Bmi Holdings, LLC 401(k) Retirement Savings Plan · $8M · 138 · 50th

  • NET $8M
  • NET 138
  • NET 50th
  • NET 401(k)
  • NET near 403(b) Thrift Plan for Employees of Visiting Nurse Association of Porter County, Indiana, Inc.
  • NET ind #4878

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 Retail Trade retirement plans → · Plans in Guam →

Bmi Holdings, LLC 401(k) Retirement Savings Plan in the asset neighbourhood

Bmi Holdings, LLC 401(k) Retirement Savings PlanBmi Holdings, LLC 401(k) Ret…$8M403(b) Thrift Plan for Employees of Visiting Nurse Association of Porter County, Indiana, Inc.403(b) Thrift Plan for Emplo…$8MGonzalez & Sons Equipment, Inc. 401(k) Retirement Plan and TrustGonzalez & Sons Equipment, I…$8MProspect Fastener Profit Sharing PlanProspect Fastener Profit Sha…$8MThe Contractors Retirement PlanThe Contractors Retirement P…$8M
End-of-year total assets ($M) among Bmi Holdings, LLC 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Guam filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN660729255
Plan Effective Date1986-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bmi Holdings, LLC)

Sponsor-wide plan assets over time

All Bmi Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 37.46426199183242% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.67M $7.79M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 143 $6M
2023 1 167 $7M
2024 1 138 $8M

Nearby 401(k) Plans in Guam

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

Bmi Holdings, LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Guam, assets vs. participants Scatter plot of 6 data points. 020040060080010001200 01020304050 Total assets ($M) Participants Bmi Holdings, LLC 401(k) Retirement Savings Plan, Total assets ($M): 7.793858 · Participants: 138Bmi Holdings, LLC 401(k) Retirement Savings PlanGuam Regional Medical City 401(k) Retirement Savings Plan, Total assets ($M): 42.065245 · Participants: 942Guam Regional Medical City 401(k) Retirement Savings PlanBankguam Holding Company 401(k) Retirement Savings Plan, Total assets ($M): 32.424243 · Participants: 461Bankguam Holding Company 401(k) Retirement Savings PlanTeleguam Holdings LLC 401(k) Plan, Total assets ($M): 32.185607 · Participants: 426Teleguam Holdings LLC 401(k) PlanCpl Pacific 401(k) Savings Plan, Total assets ($M): 26.411577 · Participants: 1011Cpl Pacific 401(k) Savings PlanDzsp 21 LLC Retirement Savings Plan, Total assets ($M): 24.900624 · Participants: 703Dzsp 21 LLC Retirement Savings Plan
Bmi Holdings, LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Guam, assets vs. participants
Compare Bmi Holdings, LLC 401(k) Retirement Savings Plan side-by-side with 3 peers →

Bmi Holdings, LLC 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Guam, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Visiting Nurse Association of Porter County, Indiana, Inc. in IN ($8M); by covered participants it is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Bmi Holdings, LLC 401(k) Retirement Savings Plan assets move in 2024? ▼
Bmi Holdings, LLC 401(k) Retirement Savings Plan grew sharply - up 17.3% during 2024, from $7M to $8M. Reported net income was $1M.
How have Bmi Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bmi Holdings, LLC's sponsor-wide assets grew 37.5%, from $6M to $8M.
Which 401(k) plans are similar in size to Bmi Holdings, LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Visiting Nurse Association of Porter County, Indiana, Inc. in IN ($8M, 82 participants).
Which 401(k) plans cover a similar participant headcount to Bmi Holdings, LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants, $7M 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 660729255.

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.