401(k) · DOL Form 5500 · 2022
Boehl Stopher & Graves, LLP 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 68
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $245,059
- Avg per participant Above avg balance/head
Official DOL plan name: Boehl Stopher & Graves Amended and Restated Retirement Savings Plan · Sponsored by Boehl Stopher & Graves, LLP · Kentucky · Professional & Technical Services
$17M in assets, 68 participants
Boehl Stopher & Graves, LLP's Boehl Stopher & Graves Amended and Restated Retirement Savings Plan reported $17M in total assets and 68 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #15,993 in Professional & Technical Services (21,562 peers)
2022 asset change
Boehl Stopher & Graves Amended and Restated Retirement Savings Plan declined sharply 23.9% in 2022 ($22M → $17M) for 68 participants.
- #15,993
- in Professional & Technical Services (21,562 peers)
- -23.9%
- assets change YoY
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Boehl Stopher & Graves Amended and Restated Retirement Savings Plan's outsized position by total assets
Boehl Stopher & Graves Amended and Restated Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,663,997 Top 26% higher than 74% 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
Boehl Stopher & Graves Amended and Restated Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boehl Stopher & Graves Amended and Restated Retirement Savings Plan is a small filing (68 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 610465580 · Boehl Stopher & Graves, LLP PY 2022 · 401(k)
Boehl Stopher & Graves Amended and Restated Retirement Savings Plan · $17M · 68 · 74th
- PHOTO $17M
- PHOTO 68
- PHOTO 74th
- PHOTO 401(k)
- PHOTO near Serv-U-Success 401(k) Savings Plan
- PHOTO ind #15993
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 Kentucky →
Boehl Stopher & Graves Amended and Restated Retirement Savings Plan in the asset neighbourhood
Boehl Stopher & Graves, LLP years around the 2022 move
Sponsor-wide plan assets over time
All Boehl Stopher & Graves, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 1.5769685988301605% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 68 | $17M |
| 2023 | 1 | 60 | $17M |
| 2024 | 1 | 52 | $16M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$5M |
| Employer EIN | 610465580 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Humana Retirement Savings Plan $6.4B · 44,930
- Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
- UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
Boehl Stopher & Graves Amended and Restated Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Serv-U-Success 401(k) Savings Plan in MI ($17M); by covered participants it is O.S.R. 401(k) Profit Sharing Plan in NJ (68 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Serv-U-Success 401(k) Savings Plan (MI) $17M · 1,257
- Millard Lumber Inc. Salary Savings Plan (NE) $17M · 212
- Pine Instrument Company 401(k) Profit Sharing Plan (PA) $17M · 100
- Jfm Enterprises, Inc. 401(k) Plan (IL) $17M · 10
Similar participant headcount
Nearest other-state filings by covered participants (68 participants); asset peers above are excluded.
- O.S.R. 401(k) Profit Sharing Plan (NJ) 68 · 0 off
- Asm 401(k) Plan (NY) 68 · 0 off
- Parkman Companies 401(k) Plan (MS) 68 · 0 off
- Adept Corporation 401(k) Profit Sharing Plan (PA) 68 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.