401(k) · DOL Form 5500 · 2022
Borger Management Inc 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 197
- Participants Below avg headcount
- 44th
- Percentile by assets National rank
- $18,554
- Avg per participant Low balance/head
Official DOL plan name: Borger Management Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Borger Management Inc · District of Columbia · Professional & Technical Services
$4M in assets, 197 participants
Borger Management Inc's Borger Management Inc 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 197 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #8,989 in Professional & Technical Services (21,562 peers)
Coverage in District of Columbia
Borger Management Inc 401(k) Profit Sharing Plan & Trust covers 197 participants in District of Columbia, about 14% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $4M.
- #8,989
- in Professional & Technical Services (21,562 peers)
- -10.7%
- assets change YoY
The plan reported a net loss of $436K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Borger Management Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Borger Management Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,655,234 44th percentile higher than 44% 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
Borger Management Inc 401(k) Profit Sharing Plan & Trust 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. Borger Management Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (197 participants).
DOL schedule card
Filing strip 521383361 · Borger Management Inc PY 2022 · 401(k)
Borger Management Inc 401(k) Profit Sharing Plan & Trust · $4M · 197 · 44th
- SCH $4M
- EBSA 197
- PART 44th
- TYPE 401(k)
- NET near Castle Auto Group 401(k) Plan
- BOOK ind #8989
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 District of Columbia →
Borger Management Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$436K |
| Employer EIN | 521383361 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Borger Management Inc)
Sponsor-wide plan assets over time
All Borger Management Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 30.73773115483168% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 197 | $4M |
| 2023 | 1 | 169 | $4M |
| 2024 | 1 | 175 | $5M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $5.9B · 29,923
- Revised Profit Sharing Plan for Emp. of Geico $5.1B · 41,527
- Federal National Mortgage Association Retirement Savings Plan for Employees $3.2B · 7,402
- Finra Savings Plus Plan $1.8B · 3,697
- Hogan Lovells US LLP Retirement Savings Plan $1.3B · 1,883
Borger Management Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Castle Auto Group 401(k) Plan in IL ($4M); by covered participants it is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Castle Auto Group 401(k) Plan (IL) $4M · 262
- Bcck Holding 401(k) Plan (TX) $4M · 76
- Firststreet for Boomers and Beyond, Inc. 401(k) Plan (VA) $4M · 142
- Anchor Loans, LP 401(k) Plan (CA) $4M · 178
Similar participant headcount
Nearest other-state filings by covered participants (197 participants); asset peers above are excluded.
- Solar Supply, LLC 401(k) Profit Sharing Plan (LA) 197 · 0 off
- Carrollwood Day School 401(k) Profit Sharing Plan (FL) 197 · 0 off
- Vrable Healthcare, Inc. 401(k) Savings Plan (OH) 197 · 0 off
- Community Connections, Inc. 401(k) Plan (AK) 197 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.