401(k) · DOL Form 5500 · 2022

Bostwick & Peterson, LLP 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
37th
Percentile by assets National rank
$341,672
Avg per participant High balance/head
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Official DOL plan name: Bostwick & Peterson, LLP 401(k) Profit Sharing Plan · Sponsored by Bostwick & Peterson, LLP · California · Professional & Technical Services

$2M in assets, 7 participants

Bostwick & Peterson, LLP's Bostwick & Peterson, LLP 401(k) Profit Sharing Plan reported $2M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,203 in Professional & Technical Services (21,562 peers)

Bostwick & Peterson, LLP multi-year trail

Bostwick & Peterson, LLP's plans moved +24.7% in assets from 2022 to 2023; this filing shows Bostwick & Peterson, LLP 401(k) Profit Sharing Plan at $2M / 7 participants.

#7,203
in Professional & Technical Services (21,562 peers)
-6.3%
assets change YoY

The plan reported a net loss of $162K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bostwick & Peterson, LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bostwick & Peterson, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,391,703 37th percentile higher than 37% 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 & Peterson, LLP 401(k) Profit Sharing 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. Bostwick & Peterson, LLP 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 262233912 · Bostwick & Peterson, LLP PY 2022 · 401(k)

Bostwick & Peterson, LLP 401(k) Profit Sharing Plan · $2M · 7 · 37th

  • EBSA $2M
  • PART 7
  • TYPE 37th
  • NET 401(k)
  • BOOK near Schiff's Restaurant Service, Inc. 401(k) Plan
  • VS-ST ind #7203

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 California →

Bostwick & Peterson, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Bostwick & Peterson, LLP 401(k) Profit Sharing PlanBostwick & Peterson, LLP 401…$2MSchiff's Restaurant Service, Inc. 401(k) PlanSchiff's Restaurant Service,…$2MPressed Paperboard Technologies, LLC Profit Sharing 401(k) PlanPressed Paperboard Technolog…$2MGalvion Ltd 401(k) Retirement PlanGalvion Ltd 401(k) Retiremen…$2MPond's Plumbing & Heating Retirement PlanPond's Plumbing & Heating Re…$2M
End-of-year total assets ($M) among Bostwick & Peterson, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bostwick & Peterson, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Bostwick & Peterson, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$3M 24.65912364536901% vs 2022
2023 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 20222023 $2.39M $2.98M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 7 $3M

Bostwick & Peterson, LLP filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$162K
Employer EIN262233912
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Bostwick & Peterson, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bostwick & Peterson, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.002391703 · Participants: 7Bostwick & Peterson, LLP 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Bostwick & Peterson, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bostwick & Peterson, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bostwick & Peterson, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Schiff's Restaurant Service, Inc. 401(k) Plan in PA ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 & Peterson, LLP 401(k) Profit Sharing Plan assets move in 2022? ▼
Bostwick & Peterson, LLP 401(k) Profit Sharing Plan pulled back noticeably - down 6.3% during 2022, from $3M to $2M. Reported net income was -$162K.
How have Bostwick & Peterson, LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Bostwick & Peterson, LLP's sponsor-wide assets grew 24.7%, from $2M to $3M.
Which 401(k) plans are similar in size to Bostwick & Peterson, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schiff's Restaurant Service, Inc. 401(k) Plan in PA ($2M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Bostwick & Peterson, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K 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 262233912.

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.