401(k) · DOL Form 5500 · 2024

Bhe Montana LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
36
Participants Small participant base
38th
Percentile by assets National rank
$108,633
Avg per participant Below avg balance/head
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Official DOL plan name: Bhe Montana LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Bhe Montana LLC · Florida · Professional & Technical Services

$4M in assets, 36 participants

Bhe Montana LLC's Bhe Montana LLC 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,039 in Professional & Technical Services (20,173 peers)

Bhe Montana LLC multi-year trail

Bhe Montana LLC's plans moved +41.5% in assets from 2022 to 2024; this filing shows Bhe Montana LLC 401(k) Profit Sharing Plan & Trust at $4M / 36 participants.

#7,039
in Professional & Technical Services (20,173 peers)
+20.0%
assets growth YoY

Bhe Montana LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Bhe Montana LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,910,771 38th percentile higher than 38% 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

Bhe Montana LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bhe Montana LLC 401(k) Profit Sharing Plan & Trust is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bhe Montana LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $495K in the plan year 2023 filing to $653K in the plan year 2024 filing.
  • Bhe Montana LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Bhe Montana LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 38 in the plan year 2023 filing to 36 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 454073481 · Bhe Montana LLC PY 2024 · 401(k)

Bhe Montana LLC 401(k) Profit Sharing Plan & Trust · $4M · 36 · 38th

  • PCT $4M
  • PCT 36
  • PCT 38th
  • PCT 401(k)
  • PCT near Technology Advancement Group, Inc. 401(k) and Profit Sharing Plan
  • PCT ind #7039

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 Professional & Technical Services retirement plans → · Plans in Florida →

Bhe Montana LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Bhe Montana LLC 401(k) Profit Sharing Plan & TrustBhe Montana LLC 401(k) Profi…$4MTechnology Advancement Group, Inc. 401(k) and Profit Sharing PlanTechnology Advancement Group…$4MH.E.P. Materials Corp. 401(k) Profit Sharing PlanH.E.P. Materials Corp. 401(k…$4MMis Choice, Inc. 401(k) Plan$4MTrevena, Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Bhe Montana LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bhe Montana LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bhe Montana LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 41.54956443180683% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.76M $3.91M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 37 $3M
2023 1 38 $3M
2024 1 36 $4M

Bhe Montana LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$653K
Employer EIN454073481
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Bhe Montana LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bhe Montana LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003910771 · Participants: 36Bhe Montana LLC 401(k) Profit Sharing Plan & TrustL3harris 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
Bhe Montana LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bhe Montana LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Bhe Montana LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Technology Advancement Group, Inc. 401(k) and Profit Sharing Plan in VA ($4M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Bhe Montana LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Bhe Montana LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 20.0% during 2024, from $3M to $4M. Reported net income was $653K.
How have Bhe Montana LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bhe Montana LLC's sponsor-wide assets grew 41.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Bhe Montana LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Technology Advancement Group, Inc. 401(k) and Profit Sharing Plan in VA ($4M, 32 participants).
Which 401(k) plans cover a similar participant headcount to Bhe Montana LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants, $4M 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 454073481.

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.