401(k) · DOL Form 5500 · 2022

Blachly Tabor Bozik & Hartman, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
24
Participants Small participant base
66th
Percentile by assets National rank
$449,542
Avg per participant High balance/head
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Official DOL plan name: Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust · Sponsored by Blachly Tabor Bozik & Hartman, LLC · Indiana · Professional & Technical Services

$11M in assets, 24 participants

Blachly Tabor Bozik & Hartman, LLC's Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust reported $11M in total assets and 24 participants in its 2022 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.

  • #14,124 in Professional & Technical Services (21,562 peers)

Blachly Tabor Bozik & Hartman, LLC multi-year trail

Blachly Tabor Bozik & Hartman, LLC's plans moved +19.1% in assets from 2022 to 2024; this filing shows Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust at $11M / 24 participants.

#14,124
in Professional & Technical Services (21,562 peers)
-17.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust vs every filed plan by assets

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

$10,788,997 Top 34% higher than 66% 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

Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust is a small filing (24 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 351069713 · Blachly Tabor Bozik & Hartman, LLC PY 2022 · 401(k)

Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust · $11M · 24 · 66th

  • RANK $11M
  • PHOTO 24
  • IND 66th
  • EOY 401(k)
  • 5500 near Ussc Retirement Plan
  • ASSETS ind #14124

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 Indiana →

Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust in the asset neighbourhood

Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & TrustBlachly, Tabor, Bozik & Hart…$11MUssc Retirement Plan$11MChicago Review Press Retirement Savings PlanChicago Review Press Retirem…$11MStellar Industrial Supply, Inc. 401(k) Profit Sharing PlanStellar Industrial Supply, I…$11MTransel Elevator and Electric, Inc. 401(k)/Profit Sharing PlanTransel Elevator and Electri…$11M
End-of-year total assets ($M) among Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Blachly Tabor Bozik & Hartman, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Blachly Tabor Bozik & Hartman, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 19.08992096299591% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.8M $12.9M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 24 $11M
2023 1 22 $12M
2024 1 22 $13M

Blachly Tabor Bozik & Hartman, LLC filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN351069713
Plan Effective Date1968-06-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust, Total assets ($B): 0.010788997 · Participants: 24Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & TrustElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust side-by-side with 3 peers →

Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Ussc Retirement Plan in PA ($11M); by covered participants it is Storybook Homes, LLC 401(k) Plan in NV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust assets move in 2022? ▼
Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust declined sharply - down 17.5% during 2022, from $13M to $11M. Reported net income was -$2M.
How have Blachly Tabor Bozik & Hartman, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blachly Tabor Bozik & Hartman, LLC's sponsor-wide assets grew 19.1%, from $11M to $13M.
Which 401(k) plans are similar in size to Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ussc Retirement Plan in PA ($11M, 243 participants).
Which 401(k) plans cover a similar participant headcount to Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Storybook Homes, LLC 401(k) Plan in NV (24 participants, N/A 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 351069713.

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.