401(k) · DOL Form 5500 · 2022
Boehm, Kurtz & Lowry 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Boehm, Kurtz & Lowry Profit Sharing Plan · Sponsored by Boehm, Kurtz & Lowry · Ohio · Professional & Technical Services
$8M in assets, 6 participants
Boehm, Kurtz & Lowry's Boehm, Kurtz & Lowry Profit Sharing Plan reported $8M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #12,352 in Professional & Technical Services (21,562 peers)
Boehm, Kurtz & Lowry multi-year trail
Boehm, Kurtz & Lowry's plans moved +32.5% in assets from 2022 to 2024; this filing shows Boehm, Kurtz & Lowry Profit Sharing Plan at $8M / 6 participants.
- #12,352
- in Professional & Technical Services (21,562 peers)
- -15.0%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Boehm, Kurtz & Lowry Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Boehm, Kurtz & Lowry Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,579,154 Top 41% higher than 59% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Boehm, Kurtz & Lowry Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boehm, Kurtz & Lowry Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
DOL schedule card
Filing strip 311300681 · Boehm, Kurtz & Lowry PY 2022 · 401(k)
Boehm, Kurtz & Lowry Profit Sharing Plan · $8M · 6 · 59th
- BOOK $8M
- VS-ST 6
- BOY 59th
- SCH 401(k)
- EBSA near Photonwares Corporation 401(k) Plan
- PART ind #12352
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 Ohio →
Boehm, Kurtz & Lowry Profit Sharing Plan in the asset neighbourhood
Boehm, Kurtz & Lowry multi-year asset trail
Sponsor-wide plan assets over time
All Boehm, Kurtz & Lowry plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 32.46222467573558% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $8M |
| 2023 | 1 | 6 | $9M |
| 2024 | 1 | 6 | $10M |
Boehm, Kurtz & Lowry filing trail (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$1M |
| Employer EIN | 311300681 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Boehm, Kurtz & Lowry Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Photonwares Corporation 401(k) Plan in MA ($8M); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.