401(k) · DOL Form 5500 · 2024

B & M Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$208K
Total assets Small plan by assets
3
Participants Small participant base
11th
Percentile by assets National rank
$69,458
Avg per participant Below avg balance/head
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Official DOL plan name: B & M Capital, Inc. 401(k) Plan · Sponsored by B & M Capital, Inc. · Connecticut · Finance & Insurance

$208K in assets, 3 participants

B & M Capital, Inc.'s B & M Capital, Inc. 401(k) Plan reported $208K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

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

B & M Capital, Inc. multi-year trail

B & M Capital, Inc.'s plans moved +353.9% in assets from 2022 to 2024; this filing shows B & M Capital, Inc. 401(k) Plan at $208K / 3 participants.

#467
in Finance & Insurance (8,549 peers)
+329.7%
assets growth YoY

B & M Capital, Inc. 401(k) Plan among the smaller filed plans by assets

B & M Capital, Inc. 401(k) Plan vs every filed plan by assets

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

$208,373 11th percentile higher than 11% 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

B & M Capital, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. B & M Capital, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • B & M Capital, Inc. 401(k) Plan reported net income rose from $3K in the plan year 2023 filing to $160K in the plan year 2024 filing.
  • B & M Capital, Inc. 401(k) Plan end-of-year assets rose from $48K in the plan year 2023 filing to $208K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 463960875 · B & M Capital, Inc. PY 2024 · 401(k)

B & M Capital, Inc. 401(k) Plan · $208K · 3 · 11th

  • PART $208K
  • PART 3
  • PART 11th
  • PART 401(k)
  • PART near Suspension Services, Inc. 401(k) Plan
  • PART ind #467

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 Connecticut →

B & M Capital, Inc. 401(k) Plan in the asset neighbourhood

B & M Capital, Inc. 401(k) PlanB & M Capital, Inc. 401(k) P…$208KSuspension Services, Inc. 401(k) PlanSuspension Services, Inc. 40…$208KAgivy Holdings, Inc. 401(k) PlanAgivy Holdings, Inc. 401(k) …$208KCl Enterprizes Corp. 401(k) Profit Sharing PlanCl Enterprizes Corp. 401(k) …$208KStudio V, Inc. 401(k) Profit Sharing PlanStudio V, Inc. 401(k) Profit…$208K
End-of-year total assets ($M) among B & M Capital, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

B & M Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All B & M Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$208K 353.9024549632954% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M$0.25M 202220232024 $0.05M $0.21M ▲ +320.0%
Year Plans Participants Total Assets
2022 1 2 $46K
2023 1 3 $48K
2024 1 3 $208K

B & M Capital, Inc. filing trail (2024)

Total Assets (Beginning of Year)$48K
Net Assets (End of Year)$208K
Net Income$160K
Employer EIN463960875
Plan Effective Date2013-10-24
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

B & M Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants B & M Capital, Inc. 401(k) Plan, Total assets ($B): 0.000208373 · Participants: 3B & M Capital, Inc. 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
B & M Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare B & M Capital, Inc. 401(k) Plan side-by-side with 3 peers →

B & M Capital, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Suspension Services, Inc. 401(k) Plan in AZ ($208K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($208K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 B & M Capital, Inc. 401(k) Plan assets move in 2024? ▼
B & M Capital, Inc. 401(k) Plan surged - up 329.7% during 2024, from $48K to $208K. Reported net income was $160K.
How have B & M Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), B & M Capital, Inc.'s sponsor-wide assets grew 353.9%, from $46K to $208K.
Where does B & M Capital, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
B & M Capital, Inc. 401(k) Plan ranks in the 11th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to B & M Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Suspension Services, Inc. 401(k) Plan in AZ ($208K, 3 participants).
Which 401(k) plans cover a similar participant headcount to B & M Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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 463960875.

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.