401(k) · DOL Form 5500 · 2024

Bm Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
204
Participants Below avg headcount
72nd
Percentile by assets National rank
$106,539
Avg per participant Below avg balance/head
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Official DOL plan name: Bm Technologies, Inc. 401(k) Plan · Sponsored by Bm Technologies, Inc. · Pennsylvania · Finance & Insurance

$22M in assets, 204 participants

Bm Technologies, Inc.'s Bm Technologies, Inc. 401(k) Plan reported $22M in total assets and 204 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,899 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Bm Technologies, Inc. 401(k) Plan covers 204 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $22M.

#4,899
in Finance & Insurance (8,549 peers)
+7.6%
assets growth YoY

Bm Technologies, Inc. 401(k) Plan's outsized position by total assets

Bm Technologies, Inc. 401(k) Plan vs every filed plan by assets

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

$21,734,054 Top 28% higher than 72% 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

Bm Technologies, Inc. 401(k) 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. Bm Technologies, Inc. 401(k) Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bm Technologies, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Bm Technologies, Inc. 401(k) Plan reported participants rose from 146 in the plan year 2023 filing to 204 in the plan year 2024 filing.
  • Bm Technologies, Inc. 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 853987673 · Bm Technologies, Inc. PY 2024 · 401(k)

Bm Technologies, Inc. 401(k) Plan · $22M · 204 · 72nd

  • NET $22M
  • NET 204
  • NET 72nd
  • NET 401(k)
  • NET near Hanson Systems LLC, Dba Eagle Technologies Group 401(k) Plan
  • NET ind #4899

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Bm Technologies, Inc. 401(k) Plan in the asset neighbourhood

Visionet Systems Inc 401(k) Profit Sharing Plan & TrustVisionet Systems Inc 401(k) …$22MThe Impac Mortgage Corp. 401(k) Savings PlanThe Impac Mortgage Corp. 401…$22MBm Technologies, Inc. 401(k) PlanBm Technologies, Inc. 401(k)…$22MHanson Systems LLC, Dba Eagle Technologies Group 401(k) PlanHanson Systems LLC, Dba Eagl…$22MLifting Gear Hire Corporation 401(k) PlanLifting Gear Hire Corporatio…$22M
End-of-year total assets ($M) among Bm Technologies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN853987673
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bm Technologies, Inc.)

Sponsor-wide plan assets over time

All Bm Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 7.57876509150508% vs 2023
2024 filing year
$20M$20.5M$21M$21.5M$22M 20232024 $20.2M $21.7M ▲ +7.6%
Year Plans Participants Total Assets
2023 1 146 $20M
2024 1 204 $22M

Nearby 401(k) Plans in Pennsylvania

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

Bm Technologies, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Bm Technologies, Inc. 401(k) Plan, Total assets ($B): 0.021734054 · Participants: 204Bm Technologies, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Bm Technologies, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Bm Technologies, Inc. 401(k) Plan side-by-side with 3 peers →

Bm Technologies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hanson Systems LLC, Dba Eagle Technologies Group 401(k) Plan in MI ($22M); by covered participants it is S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan in VA (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Bm Technologies, Inc. 401(k) Plan assets move in 2024? ▼
Bm Technologies, Inc. 401(k) Plan grew at a solid clip - up 7.6% during 2024, from $20M to $22M. Reported net income was $2M.
How have Bm Technologies, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Bm Technologies, Inc.'s sponsor-wide assets grew 7.6%, from $20M to $22M.
Which 401(k) plans are similar in size to Bm Technologies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hanson Systems LLC, Dba Eagle Technologies Group 401(k) Plan in MI ($22M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Bm Technologies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan in VA (204 participants, $41M 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 853987673.

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.