Other · DOL Form 5500 · 2024
Brockton Area Multi-Services, Inc. Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 1,454
- Participants Near avg headcount
- 66th
- Percentile by assets National rank
- $11,048
- Avg per participant Low balance/head
Official DOL plan name: Bamsi 403(b) Retirement Plan · Sponsored by Brockton Area Multi-Services, Inc. · Massachusetts · Healthcare & Social Assistance
$16M in assets, 1,454 participants
Brockton Area Multi-Services, Inc.'s Bamsi 403(b) Retirement Plan reported $16M in total assets and 1,454 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #11,980 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Bamsi 403(b) Retirement Plan covers 1,454 participants in Massachusetts, 2.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $16M.
- #11,980
- in Healthcare & Social Assistance (16,916 peers)
- +26.0%
- assets growth YoY
Bamsi 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Bamsi 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,063,424 Top 34% higher than 66% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bamsi 403(b) 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. Bamsi 403(b) Retirement Plan lands in the large band (1,454 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bamsi 403(b) Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Bamsi 403(b) Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Bamsi 403(b) Retirement Plan reported participants fell from 1,828 in the plan year 2023 filing to 1,454 in the plan year 2024 filing.
DOL schedule card
Filing strip 042562377 · Brockton Area Multi-Services, Inc. PY 2024 · Other
Bamsi 403(b) Retirement Plan · $16M · 1,454 · 66th
- BOOK $16M
- VS-ST 1,454
- BOY 66th
- SCH Other
- EBSA near Seattle Foundation Defined Contribution Retirement Plan
- PART ind #11980
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 Massachusetts →
Bamsi 403(b) Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 042562377 |
| Plan Effective Date | 2017-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brockton Area Multi-Services, Inc.)
Sponsor-wide plan assets over time
All Brockton Area Multi-Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 51.4963584020824% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,571 | $11M |
| 2023 | 3 | 5,002 | $29M |
| 2024 | 1 | 1,454 | $16M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Bamsi 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Seattle Foundation Defined Contribution Retirement Plan in WA ($16M); by covered participants it is The J. Paul Getty Trust Employee Investment Plan in CA (1,451 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,454 participants); asset peers above are excluded.
- The J. Paul Getty Trust Employee Investment Plan (CA) 1,451 · 3 off
- Lincoln Center Tax Deferred 403(b) Plan (NY) 1,450 · 4 off
- Select Security Retirement Option of Indiana Hospital (PA) 1,461 · 7 off
- Chambersburg Hospital Bargaining 403(b) Plan (PA) 1,444 · 10 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.