401(k) · DOL Form 5500 · 2022
Bose Mckinney & Evans LLP 401(k) Plan
Data updated 2026-08-11
- $113M
- Total assets
- 168
- Participants
- 93rd
- Percentile by assets
- $671,000
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $113M
- total plan assets (2022 EOY)
- 168
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $671,000
- avg assets per participant
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.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Bose Mckinney & Evans Retirement Plan reports 168 participants - about 31% of that state average ($113M EOY assets).
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)
| 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.
Bose Mckinney & Evans Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bose Mckinney & Evans Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Next read for Bose Mckinney & Evans Retirement Plan
Filing takeaways
Ways to act on Bose Mckinney & Evans Retirement Plan's numbers.
- By total assets, Bose Mckinney & Evans Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
- Bose Mckinney & Evans LLP's sponsor-wide assets have grown 25.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans