401(k) · DOL Form 5500 · 2022

Boatner & Pugh, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
28
Participants Small participant base
38th
Percentile by assets National rank
$92,084
Avg per participant Below avg balance/head
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Official DOL plan name: Boatner & Pugh, LLC 401(k) and Profit Sharing Plan · Sponsored by Boatner & Pugh, LLC · Alabama · Professional & Technical Services

$3M in assets, 28 participants

Boatner & Pugh, LLC's Boatner & Pugh, LLC 401(k) and Profit Sharing Plan reported $3M in total assets and 28 participants in its 2022 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.

  • #7,486 in Professional & Technical Services (21,562 peers)

Boatner & Pugh, LLC multi-year trail

Boatner & Pugh, LLC's plans moved +19.0% in assets from 2022 to 2023; this filing shows Boatner & Pugh, LLC 401(k) and Profit Sharing Plan at $3M / 28 participants.

#7,486
in Professional & Technical Services (21,562 peers)
-14.1%
assets change YoY

The plan reported a net loss of $423K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Boatner & Pugh, LLC 401(k) and Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Boatner & Pugh, LLC 401(k) and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,578,346 38th percentile higher than 38% of 139,123 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 2022

Boatner & Pugh, LLC 401(k) and Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boatner & Pugh, LLC 401(k) and Profit Sharing Plan is a small filing (28 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 010732554 · Boatner & Pugh, LLC PY 2022 · 401(k)

Boatner & Pugh, LLC 401(k) and Profit Sharing Plan · $3M · 28 · 38th

  • EIN $3M
  • EIN 28
  • EIN 38th
  • EIN 401(k)
  • EIN near City First Mortgage Services Retirement Plan
  • EIN ind #7486

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 Alabama →

Boatner & Pugh, LLC 401(k) and Profit Sharing Plan in the asset neighbourhood

Boatner & Pugh, LLC 401(k) and Profit Sharing PlanBoatner & Pugh, LLC 401(k) a…$3MCity First Mortgage Services Retirement PlanCity First Mortgage Services…$3MThe First National Bank and Trust Company of Broken Arrow 401(k) PlanThe First National Bank and …$3MD & H Company 401(k) Plan$3MGotechnow 401(k) Plan$3M
End-of-year total assets ($M) among Boatner & Pugh, LLC 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Boatner & Pugh, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Boatner & Pugh, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 18.962621773803825% vs 2022
2023 filing year
$2.4M$2.6M$2.8M$3M$3.2M 20222023 $2.58M $3.07M ▲ +19.0%
Year Plans Participants Total Assets
2022 1 28 $3M
2023 1 16 $3M

Boatner & Pugh, LLC filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$423K
Employer EIN010732554
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Boatner & Pugh, LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Boatner & Pugh, LLC 401(k) and Profit Sharing Plan, Total assets ($B): 0.002578346 · Participants: 28Boatner & Pugh, LLC 401(k) and Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Boatner & Pugh, LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Boatner & Pugh, LLC 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Boatner & Pugh, LLC 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is City First Mortgage Services Retirement Plan in UT ($3M); by covered participants it is B&e Investments, Inc. 401(k) and Employee Stock Ownership Plan in WI (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Boatner & Pugh, LLC 401(k) and Profit Sharing Plan assets move in 2022? ▼
Boatner & Pugh, LLC 401(k) and Profit Sharing Plan pulled back noticeably - down 14.1% during 2022, from $3M to $3M. Reported net income was -$423K.
How have Boatner & Pugh, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Boatner & Pugh, LLC's sponsor-wide assets grew 19.0%, from $3M to $3M.
Which 401(k) plans are similar in size to Boatner & Pugh, LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is City First Mortgage Services Retirement Plan in UT ($3M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Boatner & Pugh, LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is B&e Investments, Inc. 401(k) and Employee Stock Ownership Plan in WI (28 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 010732554.

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.