401(k) · DOL Form 5500 · 2024

Bhi Senior Living, Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
1,298
Participants Near avg headcount
85th
Percentile by assets National rank
$40,190
Avg per participant Low balance/head
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Official DOL plan name: Bhi Senior Living, Inc. Employee Retirement Plan · Sponsored by Bhi Senior Living, Inc. · Indiana · Healthcare & Social Assistance

$52M in assets, 1,298 participants

Bhi Senior Living, Inc.'s Bhi Senior Living, Inc. Employee Retirement Plan reported $52M in total assets and 1,298 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,690 in Healthcare & Social Assistance (16,916 peers)

Coverage in Indiana

Bhi Senior Living, Inc. Employee Retirement Plan covers 1,298 participants in Indiana, 2.4x the typical Indiana plan (state average ~541 per filing). Assets: $52M.

#14,690
in Healthcare & Social Assistance (16,916 peers)
+93.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Bhi Senior Living, Inc. Employee Retirement Plan's outsized position by total assets

Bhi Senior Living, Inc. Employee Retirement Plan vs every filed plan by assets

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

$52,167,008 Top 15% higher than 85% 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 Senior Living, Inc. Employee Retirement 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 Senior Living, Inc. Employee Retirement Plan lands in the large band (1,298 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bhi Senior Living, Inc. Employee Retirement Plan end-of-year assets rose from $27M in the plan year 2023 filing to $52M in the plan year 2024 filing.
  • Bhi Senior Living, Inc. Employee Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Bhi Senior Living, Inc. Employee Retirement Plan reported participants rose from 900 in the plan year 2023 filing to 1,298 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 350931432 · Bhi Senior Living, Inc. PY 2024 · 401(k)

Bhi Senior Living, Inc. Employee Retirement Plan · $52M · 1,298 · 85th

  • PCT $52M
  • EIN 1,298
  • RANK 85th
  • PHOTO 401(k)
  • IND near Arcadium Lithium 401(k) Plan
  • EOY ind #14690

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 Indiana →

Bhi Senior Living, Inc. Employee Retirement Plan in the asset neighbourhood

Bhi Senior Living, Inc. Employee Retirement PlanBhi Senior Living, Inc. Empl…$52MMagic Software Participating Companies 401(k) PlanMagic Software Participating…$52MHf Sinclair Corporation Legacy Puget Sound Refinery 401(k) PlanHf Sinclair Corporation Lega…$52MArcadium Lithium 401(k) Plan$52MCraig-Hallum Capital Group LLC 401(k) PlanCraig-Hallum Capital Group L…$52M
End-of-year total assets ($M) among Bhi Senior Living, Inc. Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$52M
Net Income$3M
Employer EIN350931432
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bhi Senior Living, Inc.)

Sponsor-wide plan assets over time

All Bhi Senior Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 204.34721071690336% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $17.1M $52.2M ▲ +204.4%
Year Plans Participants Total Assets
2022 1 553 $17M
2023 1 900 $27M
2024 1 1,298 $52M

Nearby 401(k) Plans in Indiana

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

Bhi Senior Living, Inc. Employee Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Bhi Senior Living, Inc. Employee Retirement Plan, Total assets ($B): 0.052167008 · Participants: 1298Bhi Senior Living, Inc. Employee Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Bhi Senior Living, Inc. Employee Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Bhi Senior Living, Inc. Employee Retirement Plan side-by-side with 3 peers →

Bhi Senior Living, Inc. Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Arcadium Lithium 401(k) Plan in PA ($52M); by covered participants it is Mainfreight USA Partnership 401(k) Retirement Plan in CA (1,298 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,298 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 Senior Living, Inc. Employee Retirement Plan assets move in 2024? ▼
Bhi Senior Living, Inc. Employee Retirement Plan surged - up 93.9% during 2024, from $27M to $52M. Reported net income was $3M.
How have Bhi Senior Living, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bhi Senior Living, Inc.'s sponsor-wide assets grew 204.3%, from $17M to $52M.
Where does Bhi Senior Living, Inc. Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Bhi Senior Living, Inc. Employee Retirement Plan ranks in the 85th 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 Bhi Senior Living, Inc. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arcadium Lithium 401(k) Plan in PA ($52M, 395 participants).
Which 401(k) plans cover a similar participant headcount to Bhi Senior Living, Inc. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mainfreight USA Partnership 401(k) Retirement Plan in CA (1,298 participants, $65M 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 350931432.

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.