Profit Sharing · DOL Form 5500 · 2024

Behavioral Health Specialists, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
92
Participants Small participant base
32nd
Percentile by assets National rank
$27,779
Avg per participant Low balance/head
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Official DOL plan name: Behavioral Health Specialists Retirement Plan · Sponsored by Behavioral Health Specialists, Inc. · Nebraska · Healthcare & Social Assistance

$3M in assets, 92 participants

Behavioral Health Specialists, Inc.'s Behavioral Health Specialists Retirement Plan reported $3M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,321 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Behavioral Health Specialists Retirement Plan holds $3M for 92 participants - about $27,779 per participant, in the lower half of filed plans by assets.

#5,321
in Healthcare & Social Assistance (16,916 peers)
-1.7%
assets change YoY

The plan reported a net loss of $45K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Behavioral Health Specialists Retirement Plan among the smaller filed plans by assets

Behavioral Health Specialists Retirement Plan vs every filed plan by assets

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

$2,555,653 32nd percentile higher than 32% 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

Behavioral Health Specialists Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Behavioral Health Specialists Retirement Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Behavioral Health Specialists Retirement Plan reported net income rose from -$113K in the plan year 2023 filing to -$45K in the plan year 2024 filing.
  • Behavioral Health Specialists Retirement Plan reported participants fell from 107 in the plan year 2023 filing to 92 in the plan year 2024 filing.
  • Behavioral Health Specialists Retirement Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 470760528 · Behavioral Health Specialists, Inc. PY 2024 · Profit Sharing

Behavioral Health Specialists Retirement Plan · $3M · 92 · 32nd

  • NET $3M
  • NET 92
  • NET 32nd
  • NET Profit Sharing
  • NET near Steven J. Levine, M.D. Profit Sharing Plan
  • NET ind #5321

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 Nebraska →

Behavioral Health Specialists Retirement Plan in the asset neighbourhood

Behavioral Health Specialists Retirement PlanBehavioral Health Specialist…$3MSteven J. Levine, M.D. Profit Sharing PlanSteven J. Levine, M.D. Profi…$3MEnvirostar Innovation Corp. Retirement PlanEnvirostar Innovation Corp. …$3MJames I. Alfriend Consulting Forester Self-Employed Profit Sharing PlanJames I. Alfriend Consulting…$3MEl Cajon Grading & Engineering, Inc Profit Sharing PlanEl Cajon Grading & Engineeri…$3M
End-of-year total assets ($M) among Behavioral Health Specialists Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$45K
Employer EIN470760528
Plan Effective Date1992-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Behavioral Health Specialists, Inc.)

Sponsor-wide plan assets over time

All Behavioral Health Specialists, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 5.838718436857873% vs 2022
2024 filing year
$2.5M$2.55M$2.6M$2.65M$2.7M$2.75M 202220232024 $2.71M $2.56M ▼ -5.5%
Year Plans Participants Total Assets
2022 1 101 $3M
2023 1 107 $3M
2024 1 92 $3M

Nearby Profit Sharing Plans in Nebraska

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Behavioral Health Specialists Retirement Plan vs. nearby Profit Sharing plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -2000200400600 -20020406080100 Total assets ($M) Participants Behavioral Health Specialists Retirement Plan, Total assets ($M): 2.555653 · Participants: 92Behavioral Health Specialists Retirement PlanThe Scoular Company Profit Sharing Retirement Plan, Total assets ($M): 87.112023 · Participants: 507The Scoular Company Profit Sharing Retirement PlanChicago and North Western Railway Company Profit Sharing and Retirement Savings Program, Total assets ($M): 47.097519 · Participants: 6Chicago and North Western Railway Company Profit Sharing and Retirement Savings ProgramMidwest Laboratories, Inc. Profit Sharing Plan and Trust, Total assets ($M): 45.608814 · Participants: 277Midwest Laboratories, Inc. Profit Sharing Plan and TrustDoane University Defined Contribution Retirement Plan, Total assets ($M): 43.651976 · Participants: 356Doane University Defined Contribution Retirement PlanNebco, Inc. Salaried Profit Sharing Plan, Total assets ($M): 19.046153 · Participants: 155Nebco, Inc. Salaried Profit Sharing Plan
Behavioral Health Specialists Retirement Plan vs. nearby Profit Sharing plans in Nebraska, assets vs. participants

Behavioral Health Specialists Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Nebraska, the nearest Profit Sharing by assets is Steven J. Levine, M.D. Profit Sharing Plan in CA ($3M); by covered participants it is Ferraiuoli LLC Retirement Plan in PR (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Behavioral Health Specialists Retirement Plan assets move in 2024?
Behavioral Health Specialists Retirement Plan edged down modestly - down 1.7% during 2024, from $3M to $3M. Reported net income was -$45K.
How have Behavioral Health Specialists, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Behavioral Health Specialists, Inc.'s sponsor-wide assets declined 5.8%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Behavioral Health Specialists Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Steven J. Levine, M.D. Profit Sharing Plan in CA ($3M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Behavioral Health Specialists Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Ferraiuoli LLC Retirement Plan in PR (92 participants, $19M in assets).