Defined Benefit (Pension) · DOL Form 5500 · 2022

Bogie Investment Group, Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
26th
Percentile by assets National rank
$286,948
Avg per participant High balance/head
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Official DOL plan name: Bogie Investment Group, Inc. Cash Balance Plan · Sponsored by Bogie Investment Group, Inc. · California · Real Estate

$1M in assets, 4 participants

Bogie Investment Group, Inc.'s Bogie Investment Group, Inc. Cash Balance Plan reported $1M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,188 in Real Estate (5,057 peers)

Bogie Investment Group, Inc. multi-year trail

Bogie Investment Group, Inc.'s plans moved +11.1% in assets from 2022 to 2024; this filing shows Bogie Investment Group, Inc. Cash Balance Plan at $1M / 4 participants.

#2,188
in Real Estate (5,057 peers)
+11.8%
assets growth YoY

Bogie Investment Group, Inc. Cash Balance Plan among the smaller filed plans by assets

Bogie Investment Group, Inc. Cash Balance Plan vs every filed plan by assets

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

$1,147,791 26th percentile higher than 26% 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

Bogie Investment Group, Inc. Cash Balance 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. Bogie Investment Group, Inc. Cash Balance Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 471644886 · Bogie Investment Group, Inc. PY 2022 · Defined Benefit (Pension)

Bogie Investment Group, Inc. Cash Balance Plan · $1M · 4 · 26th

  • ASSETS $1M
  • ASSETS 4
  • ASSETS 26th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Zvi Broitman Dental PC Retirement Plan
  • ASSETS ind #2188

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 Real Estate retirement plans → · Plans in California →

Bogie Investment Group, Inc. Cash Balance Plan in the asset neighbourhood

Nuco Sales, Inc. Defined Benefit Pension PlanNuco Sales, Inc. Defined Ben…$1MBogie Investment Group, Inc. Cash Balance PlanBogie Investment Group, Inc.…$1MZvi Broitman Dental PC Retirement PlanZvi Broitman Dental PC Retir…$1MMetro Drugs 3rd Ave Corp. Defined Benefit PlanMetro Drugs 3rd Ave Corp. De…$1MRj Realty Management Company LLC Pension PlanRj Realty Management Company…$1M
End-of-year total assets ($M) among Bogie Investment Group, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Bogie Investment Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bogie Investment Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 11.135128259413081% vs 2022
2024 filing year
$1.1M$1.15M$1.2M$1.25M$1.3M 202220232024 $1.15M $1.28M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 5 $1M
2024 1 5 $1M

Bogie Investment Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$121K
Employer EIN471644886
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bogie Investment Group, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Bogie Investment Group, Inc. Cash Balance Plan, Total assets ($B): 0.001147791 · Participants: 4Bogie Investment Group, Inc. Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Bogie Investment Group, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Bogie Investment Group, Inc. Cash Balance Plan side-by-side with 3 peers →

Bogie Investment Group, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Zvi Broitman Dental PC Retirement Plan in NY ($1M); by covered participants it is Acme Industries of West Babylon, Inc. Retirement Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Bogie Investment Group, Inc. Cash Balance Plan assets move in 2022? ▼
Bogie Investment Group, Inc. Cash Balance Plan grew at a solid clip - up 11.8% during 2022, from $1M to $1M. Reported net income was $121K.
How have Bogie Investment Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bogie Investment Group, Inc.'s sponsor-wide assets grew 11.1%, from $1M to $1M.
Which Defined Benefit (Pension) plans are similar in size to Bogie Investment Group, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Zvi Broitman Dental PC Retirement Plan in NY ($1M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bogie Investment Group, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Acme Industries of West Babylon, Inc. Retirement Plan in NY (4 participants, $7M 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 471644886.

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.