401(k) · DOL Form 5500 · 2022

Boardman & Clark LLP 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
97
Participants Small participant base
89th
Percentile by assets National rank
$613,414
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Retirement Savings Plan of Boardman & Clark LLP · Sponsored by Boardman & Clark LLP · Wisconsin · Professional & Technical Services

$60M in assets, 97 participants

Boardman & Clark LLP's Retirement Savings Plan of Boardman & Clark LLP reported $60M in total assets and 97 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #19,500 in Professional & Technical Services (21,562 peers)

Where Retirement Savings Plan of Boardman & Clark LLP sits by assets

Retirement Savings Plan of Boardman & Clark LLP sits in the top quartile of all filed plans by assets, $60M for 97 participants (~$613,414/participant), down 13.0% in 2022.

#19,500
in Professional & Technical Services (21,562 peers)
-13.0%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Savings Plan of Boardman & Clark LLP's outsized position by total assets

Retirement Savings Plan of Boardman & Clark LLP vs every filed plan by assets

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

$59,501,183 Top 11% higher than 89% 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

Retirement Savings Plan of Boardman & Clark LLP among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Savings Plan of Boardman & Clark LLP is a small filing (97 participants) on this national headcount ladder.

DOL schedule card

Filing strip 453866466 · Boardman & Clark LLP PY 2022 · 401(k)

Retirement Savings Plan of Boardman & Clark LLP · $60M · 97 · 89th

  • RANK $60M
  • PHOTO 97
  • IND 89th
  • EOY 401(k)
  • 5500 near Credit One Bank, N. a. 401(k) Plan and Trust
  • ASSETS ind #19500

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 Wisconsin →

Retirement Savings Plan of Boardman & Clark LLP in the asset neighbourhood

Credit One Bank, N. a. 401(k) Plan and TrustCredit One Bank, N. a. 401(k…$60MZidell Employees Profit Sharing / 401(k) PlanZidell Employees Profit Shar…$60MRetirement Savings Plan of Boardman & Clark LLPRetirement Savings Plan of B…$60MStatcare 401(k) & Profit Sharing PlanStatcare 401(k) & Profit Sha…$59MMib Group Holdings Inc. 401(k) Retirement Savings PlanMib Group Holdings Inc. 401(…$59M
End-of-year total assets ($M) among Retirement Savings Plan of Boardman & Clark LLP and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$60M
Net Income-$9M
Employer EIN453866466
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boardman & Clark LLP)

Sponsor-wide plan assets over time

All Boardman & Clark LLP plans reported in each filing year

Latest sponsor-wide plan assets
$71M 19.776376547000755% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $59.5M $71.3M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 97 $60M
2023 1 108 $69M
2024 1 112 $71M

Nearby 401(k) Plans in Wisconsin

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

Retirement Savings Plan of Boardman & Clark LLP vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Retirement Savings Plan of Boardman & Clark LLP, Total assets ($B): 0.059501183 · Participants: 97Retirement Savings Plan of Boardman & Clark LLPJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Retirement Savings Plan of Boardman & Clark LLP vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Retirement Savings Plan of Boardman & Clark LLP side-by-side with 3 peers →

Retirement Savings Plan of Boardman & Clark LLP's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Credit One Bank, N. a. 401(k) Plan and Trust in NV ($60M); by covered participants it is Rhode Island Eye Institute 401(k)Profit Sharing Plan in RI (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Retirement Savings Plan of Boardman & Clark LLP assets move in 2022? ▼
Retirement Savings Plan of Boardman & Clark LLP pulled back noticeably - down 13.0% during 2022, from $68M to $60M. Reported net income was -$9M.
How have Boardman & Clark LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boardman & Clark LLP's sponsor-wide assets grew 19.8%, from $60M to $71M.
Where does Retirement Savings Plan of Boardman & Clark LLP rank by assets among Form 5500 filers? ▼
Retirement Savings Plan of Boardman & Clark LLP ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Retirement Savings Plan of Boardman & Clark LLP? ▼
Among 401(k) plans in other states, the closest by assets is Credit One Bank, N. a. 401(k) Plan and Trust in NV ($60M, 718 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Savings Plan of Boardman & Clark LLP? ▼
Among 401(k) plans in other states, the closest by covered participants is Rhode Island Eye Institute 401(k)Profit Sharing Plan in RI (97 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 453866466.

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.