Profit Sharing · DOL Form 5500 · 2022

Michael S. Bogenschutz, Attorney at Law Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$618,590
Avg per participant High balance/head
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Official DOL plan name: Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust · Sponsored by Michael S. Bogenschutz, Attorney at Law · Texas · Professional & Technical Services

$1M in assets, 2 participants

Michael S. Bogenschutz, Attorney at Law's Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #5,067 in Professional & Technical Services (21,562 peers)

Michael S. Bogenschutz, Attorney at Law multi-year trail

Michael S. Bogenschutz, Attorney at Law's plans moved +78.5% in assets from 2022 to 2024; this filing shows Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust at $1M / 2 participants.

#5,067
in Professional & Technical Services (21,562 peers)
-27.6%
assets change YoY

The plan reported a net loss of $471K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust among the smaller filed plans by assets

Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust vs every filed plan by assets

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

$1,237,179 27th percentile higher than 27% 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

Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 760354406 · Michael S. Bogenschutz, Attorney at Law PY 2022 · Profit Sharing

Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust · $1M · 2 · 27th

  • EOY $1M
  • 5500 2
  • ASSETS 27th
  • PCT Profit Sharing
  • EIN near Jrc Ventures, Inc. Retirement Plan
  • RANK ind #5067

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 Texas →

Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust in the asset neighbourhood

Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & TrustMichael S. Bogenschutz Profi…$1MJrc Ventures, Inc. Retirement PlanJrc Ventures, Inc. Retiremen…$1MPatrick Genrich, Dds,PC Profit Sharing PlanPatrick Genrich, Dds,PC Prof…$1MAlphonzo L. Davidson Dds PA Profit Sharing Plan and TrustAlphonzo L. Davidson Dds PA …$1MBonnyville Construction Co. Pension Plan Fka Money Purchase Pension Plan and Trust of the Bonnyville Construction Co.Bonnyville Construction Co. …$1M
End-of-year total assets ($M) among Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Michael S. Bogenschutz, Attorney at Law multi-year asset trail

Sponsor-wide plan assets over time

All Michael S. Bogenschutz, Attorney at Law plans reported in each filing year

Latest sponsor-wide plan assets
$2M 78.54174699053249% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.24M $2.21M ▲ +78.2%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M
2024 1 2 $2M

Michael S. Bogenschutz, Attorney at Law filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$471K
Employer EIN760354406
Plan Effective Date1993-03-03
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust, Total assets ($B): 0.001237179 · Participants: 2Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & TrustSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust side-by-side with 3 peers →

Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Jrc Ventures, Inc. Retirement Plan in TN ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust assets move in 2022? ▼
Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust declined sharply - down 27.6% during 2022, from $2M to $1M. Reported net income was -$471K.
How have Michael S. Bogenschutz, Attorney at Law plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael S. Bogenschutz, Attorney at Law's sponsor-wide assets grew 78.5%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Jrc Ventures, Inc. Retirement Plan in TN ($1M, 31 participants).
Which Profit Sharing plans cover a similar participant headcount to Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 760354406.

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.