Profit Sharing · DOL Form 5500 · 2022
Bookkeeping & Strategic Planning Inc. Profit Sharing Plan
Data updated 2026-08-25
- $653K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $652,532
- Avg per participant High balance/head
Official DOL plan name: Bookkeeping & Strategic Planning Inc Retirement Plan · Sponsored by Bookkeeping & Strategic Planning Inc. · Texas · Professional & Technical Services
$653K in assets, 1 participants
Bookkeeping & Strategic Planning Inc.'s Bookkeeping & Strategic Planning Inc Retirement Plan reported $653K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 21st 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.
- #3,624 in Professional & Technical Services (21,562 peers)
Bookkeeping & Strategic Planning Inc. multi-year trail
Bookkeeping & Strategic Planning Inc.'s plans moved +16.0% in assets from 2022 to 2024; this filing shows Bookkeeping & Strategic Planning Inc Retirement Plan at $653K / 1 participant.
- #3,624
- in Professional & Technical Services (21,562 peers)
- +80.3%
- assets growth YoY
Bookkeeping & Strategic Planning Inc Retirement Plan among the smaller filed plans by assets
Bookkeeping & Strategic Planning Inc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$652,532 21st percentile higher than 21% 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
Bookkeeping & Strategic Planning Inc Retirement 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. Bookkeeping & Strategic Planning Inc Retirement Plan is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 822875599 · Bookkeeping & Strategic Planning Inc. PY 2022 · Profit Sharing
Bookkeeping & Strategic Planning Inc Retirement Plan · $653K · 1 · 21st
- ASSETS $653K
- PCT 1
- EIN 21st
- RANK Profit Sharing
- PHOTO near Ross Family Enterprises, Inc. Retirement Plan
- IND ind #3624
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 →
Bookkeeping & Strategic Planning Inc Retirement Plan in the asset neighbourhood
Bookkeeping & Strategic Planning Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Bookkeeping & Strategic Planning Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $757K 15.979752717108125% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $653K |
| 2023 | 1 | 1 | $816K |
| 2024 | 1 | 1 | $757K |
Bookkeeping & Strategic Planning Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $362K |
|---|---|
| Net Assets (End of Year) | $653K |
| Net Income | $291K |
| Employer EIN | 822875599 |
| Plan Effective Date | 2017-09-22 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.3B · 60,454
- Baylor College of Medicine Retirement Plan $1.4B · 9,875
- H-E-B Partner Stock Plan $1.0B · 71,666
- The Defined Contribution Plan of the Methodist Hospital $752M · 27,959
- Maritime Association - I.L.a. Retirement Fund $743M · 3,941
Bookkeeping & Strategic Planning Inc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Ross Family Enterprises, Inc. Retirement Plan in SC ($652K); by covered participants it is Stephen C. Nippert, Dvm Profit Sharing Plan in NY (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($653K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.