401(k) · DOL Form 5500 · 2022

Boehm Investments Inc. 401(k) Plan

Data updated 2026-08-25

$750K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$750,000
Avg per participant High balance/head
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Official DOL plan name: Boehm Investments Retirement Plan · Sponsored by Boehm Investments Inc. · Wyoming · Real Estate

$750K in assets, 1 participants

Boehm Investments Inc.'s Boehm Investments Retirement Plan reported $750K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,888 in Real Estate (5,057 peers)

What the 2022 filing shows

Boehm Investments Retirement Plan holds $750K for 1 participant - about $750,000 per participant, among the smaller plans by assets on file.

#1,888
in Real Estate (5,057 peers)
-1.3%
assets change YoY

The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Boehm Investments Retirement Plan among the smaller filed plans by assets

Boehm Investments Retirement Plan vs every filed plan by assets

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

$750,000 22nd percentile higher than 22% 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

Boehm Investments 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. Boehm Investments Retirement Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 861821827 · Boehm Investments Inc. PY 2022 · 401(k)

Boehm Investments Retirement Plan · $750K · 1 · 22nd

  • PCT $750K
  • PCT 1
  • PCT 22nd
  • PCT 401(k)
  • PCT near Diamante 401(k) Profit Sharing Plan
  • PCT ind #1888

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 Real Estate retirement plans → · Plans in Wyoming →

Boehm Investments Retirement Plan in the asset neighbourhood

Boehm Investments Retirement PlanBoehm Investments Retirement…$750KDiamante 401(k) Profit Sharing PlanDiamante 401(k) Profit Shari…$750KGriffin Franchising, Inc. 401(k) Profit Sharing PlanGriffin Franchising, Inc. 40…$750KPeerless of America$750KWaterstreet Retail Inc 401(k) Profit Sharing Plan & TrustWaterstreet Retail Inc 401(k…$750K
End-of-year total assets ($M) among Boehm Investments Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$760K
Net Assets (End of Year)$750K
Net Income-$10K
Employer EIN861821827
Plan Effective Date2021-02-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Boehm Investments Inc.)

Sponsor-wide plan assets over time

All Boehm Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$696K 7.198133333333333% vs 2022
2024 filing year
$0.68M$0.7M$0.72M$0.74M$0.76M 202220232024 $0.75M $0.7M ▼ -6.7%
Year Plans Participants Total Assets
2022 1 1 $750K
2023 1 1 $696K
2024 1 1 $696K

Nearby 401(k) Plans in Wyoming

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

Boehm Investments Retirement Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150 Total assets ($M) Participants Boehm Investments Retirement Plan, Total assets ($M): 0.75 · Participants: 1Boehm Investments Retirement PlanAdmiral Beverage Corporation 401(k) Plan, Total assets ($M): 140.627198 · Participants: 1268Admiral Beverage Corporation 401(k) PlanWyoming Machinery Company Profit Sharing 401(k) Plan, Total assets ($M): 119.599642 · Participants: 668Wyoming Machinery Company Profit Sharing 401(k) PlanTrihydro Corporation 401(k) Plan, Total assets ($M): 91.266859 · Participants: 564Trihydro Corporation 401(k) PlanTrue Companies Employees 401(k) Savings Plan, Total assets ($M): 51.801653 · Participants: 701True Companies Employees 401(k) Savings PlanNeiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($M): 41.442051 · Participants: 522Neiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust
Boehm Investments Retirement Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants
Compare Boehm Investments Retirement Plan side-by-side with 3 peers →

Boehm Investments Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wyoming, the nearest 401(k) by assets is Diamante 401(k) Profit Sharing Plan in CO ($750K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Boehm Investments Retirement Plan assets move in 2022? ▼
Boehm Investments Retirement Plan edged down modestly - down 1.3% during 2022, from $760K to $750K. Reported net income was -$10K.
How have Boehm Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boehm Investments Inc.'s sponsor-wide assets declined 7.2%, from $750K to $696K.
Where does Boehm Investments Retirement Plan rank by assets among Form 5500 filers? ▼
Boehm Investments Retirement Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Boehm Investments Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Diamante 401(k) Profit Sharing Plan in CO ($750K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Boehm Investments Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, 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 861821827.

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.