Profit Sharing · DOL Form 5500 · 2022

Bostwick Investments Inc. Profit Sharing Plan

Data updated 2026-08-25

$510K
Total assets Small plan by assets
40
Participants Small participant base
18th
Percentile by assets National rank
$12,750
Avg per participant Low balance/head
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Official DOL plan name: Bostwick Investments Inc. Retirement Plan · Sponsored by Bostwick Investments Inc. · Georgia · Finance & Insurance

$510K in assets, 40 participants

Bostwick Investments Inc.'s Bostwick Investments Inc. Retirement Plan reported $510K in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,091 in Finance & Insurance (9,261 peers)

Bostwick Investments Inc. multi-year trail

Bostwick Investments Inc.'s plans moved +225.9% in assets from 2022 to 2024; this filing shows Bostwick Investments Inc. Retirement Plan at $510K / 40 participants.

#1,091
in Finance & Insurance (9,261 peers)
-7.3%
assets change YoY

The plan reported a net loss of $40K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bostwick Investments Inc. Retirement Plan among the smaller filed plans by assets

Bostwick Investments Inc. Retirement Plan vs every filed plan by assets

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

$510,006 18th percentile higher than 18% 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

Bostwick Investments Inc. Retirement 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. Bostwick Investments Inc. Retirement Plan is a small filing (40 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 844123021 · Bostwick Investments Inc. PY 2022 · Profit Sharing

Bostwick Investments Inc. Retirement Plan · $510K · 40 · 18th

  • BOY $510K
  • SCH 40
  • EBSA 18th
  • PART Profit Sharing
  • TYPE near Longuagirls, Inc. Retirement Plan
  • NET ind #1091

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 Georgia →

Bostwick Investments Inc. Retirement Plan in the asset neighbourhood

Bostwick Investments Inc. Retirement PlanBostwick Investments Inc. Re…$510KLonguagirls, Inc. Retirement PlanLonguagirls, Inc. Retirement…$510KBlue Ocean Growth Corporation Retirement PlanBlue Ocean Growth Corporatio…$510KAll Island Cuisine Inc. Retirement PlanAll Island Cuisine Inc. Reti…$510KRoger C. Winkle Profit Sharing PlanRoger C. Winkle Profit Shari…$510K
End-of-year total assets ($M) among Bostwick Investments Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Bostwick Investments Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bostwick Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 225.88714642572833% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.51M $1.66M ▲ +225.5%
Year Plans Participants Total Assets
2022 1 40 $510K
2023 1 31 $510K
2024 1 35 $2M

Bostwick Investments Inc. filing trail (2022)

Total Assets (Beginning of Year)$550K
Net Assets (End of Year)$510K
Net Income-$40K
Employer EIN844123021
Plan Effective Date2020-01-24
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Georgia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Bostwick Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Bostwick Investments Inc. Retirement Plan, Total assets ($B): 0.000510006 · Participants: 40Bostwick Investments Inc. Retirement PlanEmory University Retirement Plan, Total assets ($B): 4.223392883 · Participants: 18872Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.067818113 · Participants: 21075Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.700061306 · Participants: 2621The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.287686808 · Participants: 11691Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.154098726 · Participants: 2400Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
Bostwick Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Bostwick Investments Inc. Retirement Plan side-by-side with 3 peers →

Bostwick Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is Longuagirls, Inc. Retirement Plan in FL ($510K); by covered participants it is Warren Bank Profit Sharing Plan in AR (40 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($510K here).

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Bostwick Investments Inc. Retirement Plan assets move in 2022? ▼
Bostwick Investments Inc. Retirement Plan pulled back noticeably - down 7.3% during 2022, from $550K to $510K. Reported net income was -$40K.
How have Bostwick Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bostwick Investments Inc.'s sponsor-wide assets grew 225.9%, from $510K to $2M.
Where does Bostwick Investments Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Bostwick Investments Inc. Retirement Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Bostwick Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Longuagirls, Inc. Retirement Plan in FL ($510K, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Bostwick Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Warren Bank Profit Sharing Plan in AR (40 participants, $2M 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 844123021.

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.