401(k) · DOL Form 5500 · 2022
Bose Mckinney & Evans LLP 401(k) Plan
Data updated 2026-08-25
- $113M
- Total assets Near avg plan size
- 168
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $671,000
- Avg per participant High balance/head
Official DOL plan name: Bose Mckinney & Evans Retirement Plan · Sponsored by Bose Mckinney & Evans LLP · Indiana · Professional & Technical Services
$113M in assets, 168 participants
Bose Mckinney & Evans LLP's Bose Mckinney & Evans Retirement Plan reported $113M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #20,380 in Professional & Technical Services (21,562 peers)
Coverage in Indiana
Bose Mckinney & Evans Retirement Plan covers 168 participants in Indiana, about 31% of the average Indiana filer (state average ~541 per filing). Assets: $113M.
- #20,380
- in Professional & Technical Services (21,562 peers)
- -24.6%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $37M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bose Mckinney & Evans Retirement Plan's outsized position by total assets
Bose Mckinney & Evans Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$112,727,933 Top 7% higher than 93% 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
Bose Mckinney & Evans Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bose Mckinney & Evans Retirement Plan sits mid-pack in the medium band (168 participants).
Form 5500 schedule snapshot
Filing strip 350957980 · Bose Mckinney & Evans LLP PY 2022 · 401(k)
Bose Mckinney & Evans Retirement Plan · $113M · 168 · 93rd
- 5500 $113M
- ASSETS 168
- PCT 93rd
- EIN 401(k)
- RANK near Leydig, Voit & Mayer, Ltd. 401(k) and Profit Sharing Plan
- PHOTO ind #20380
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 Indiana →
Bose Mckinney & Evans Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $149M |
|---|---|
| Net Assets (End of Year) | $113M |
| Net Income | -$37M |
| Employer EIN | 350957980 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bose Mckinney & Evans LLP)
Sponsor-wide plan assets over time
All Bose Mckinney & Evans LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $141M 25.431375557999452% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 168 | $113M |
| 2023 | 1 | 179 | $124M |
| 2024 | 1 | 168 | $141M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Bose Mckinney & Evans Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Leydig, Voit & Mayer, Ltd. 401(k) and Profit Sharing Plan in IL ($113M); by covered participants it is Mmi-Es 401(k) Retirement Plan in MI (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($113M here).
- Leydig, Voit & Mayer, Ltd. 401(k) and Profit Sharing Plan (IL) $113M · 152
- Republic Bancorp, Inc. 401(k) Retirement Plan (KY) $113M · 1,089
- Inteva Products, LLC Salaried Employees' Savings and Retirement Plan (MI) $113M · 665
- Apfs 401(k) Plan (IL) $113M · 6,319
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Mmi-Es 401(k) Retirement Plan (MI) 168 · 0 off
- Tierney Brothers, Inc. Profit Sharing Plan and 401(k) Plan (MN) 168 · 0 off
- Femco Machine Co. 401(k) Plan (PA) 168 · 0 off
- Alta Drywall 401(k) Plan (CA) 168 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.