401(k) · DOL Form 5500 · 2024

Bhg Holdings, LLC Dba Behavioral Health Group 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
1,530
Participants Near avg headcount
62nd
Percentile by assets National rank
$8,802
Avg per participant Low balance/head
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Official DOL plan name: Behavioral Health Group Employee 401(k) Plan · Sponsored by Bhg Holdings, LLC Dba Behavioral Health Group · Texas · Healthcare & Social Assistance

$13M in assets, 1,530 participants

Bhg Holdings, LLC Dba Behavioral Health Group's Behavioral Health Group Employee 401(k) Plan reported $13M in total assets and 1,530 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,389 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Behavioral Health Group Employee 401(k) Plan covers 1,530 participants in Texas, 2.2x the typical Texas plan (state average ~688 per filing). Assets: $13M.

#11,389
in Healthcare & Social Assistance (16,916 peers)
+26.2%
assets growth YoY

Behavioral Health Group Employee 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Behavioral Health Group Employee 401(k) Plan vs every filed plan by assets

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

$13,467,808 Top 38% higher than 62% 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 Group Employee 401(k) 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. Behavioral Health Group Employee 401(k) Plan lands in the large band (1,530 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Behavioral Health Group Employee 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Behavioral Health Group Employee 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Behavioral Health Group Employee 401(k) Plan reported participants fell from 1,570 in the plan year 2023 filing to 1,530 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 452718628 · Bhg Holdings, LLC Dba Behavioral Health Group PY 2024 · 401(k)

Behavioral Health Group Employee 401(k) Plan · $13M · 1,530 · 62nd

  • EBSA $13M
  • EBSA 1,530
  • EBSA 62nd
  • EBSA 401(k)
  • EBSA near Pmc Group 401(k) Plan for Collective Bargaining Employees
  • EBSA ind #11389

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 Texas →

Behavioral Health Group Employee 401(k) Plan in the asset neighbourhood

Behavioral Health Group Employee 401(k) PlanBehavioral Health Group Empl…$13MPmc Group 401(k) Plan for Collective Bargaining EmployeesPmc Group 401(k) Plan for Co…$13MYang's Pension Consulting, Inc. 401(k) Profit Sharing PlanYang's Pension Consulting, I…$13MToro Enterprises 401(k) Profit Sharing Plan and TrustToro Enterprises 401(k) Prof…$13MAllen & Shariff Corporation Profit Sharing PlanAllen & Shariff Corporation …$13M
End-of-year total assets ($M) among Behavioral Health Group Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN452718628
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bhg Holdings, LLC Dba Behavioral Health Group)

Sponsor-wide plan assets over time

All Bhg Holdings, LLC Dba Behavioral Health Group plans reported in each filing year

Latest sponsor-wide plan assets
$13M 67.66171687398315% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.03M $13.5M ▲ +67.7%
Year Plans Participants Total Assets
2022 1 1,562 $8M
2023 1 1,570 $11M
2024 1 1,530 $13M

Nearby 401(k) Plans in Texas

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

Behavioral Health Group Employee 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Behavioral Health Group Employee 401(k) Plan, Total assets ($B): 0.013467808 · Participants: 1530Behavioral Health Group Employee 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Behavioral Health Group Employee 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Behavioral Health Group Employee 401(k) Plan side-by-side with 3 peers →

Behavioral Health Group Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pmc Group 401(k) Plan for Collective Bargaining Employees in NJ ($13M); by covered participants it is Tmrg 401(k) Plan in GA (1,530 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,530 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 Group Employee 401(k) Plan assets move in 2024? ▼
Behavioral Health Group Employee 401(k) Plan grew sharply - up 26.2% during 2024, from $11M to $13M. Reported net income was $3M.
How have Bhg Holdings, LLC Dba Behavioral Health Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bhg Holdings, LLC Dba Behavioral Health Group's sponsor-wide assets grew 67.7%, from $8M to $13M.
Which 401(k) plans are similar in size to Behavioral Health Group Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pmc Group 401(k) Plan for Collective Bargaining Employees in NJ ($13M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Behavioral Health Group Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tmrg 401(k) Plan in GA (1,530 participants, $3M 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 452718628.

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.