401(k) · DOL Form 5500 · 2022
Bookkeeping Alternatives, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $592,999
- Avg per participant High balance/head
Official DOL plan name: Bookkeeping Alternatives Inc. Profit Sharing Plan · Sponsored by Bookkeeping Alternatives, Inc. · Colorado · Professional & Technical Services
$2M in assets, 3 participants
Bookkeeping Alternatives, Inc.'s Bookkeeping Alternatives Inc. Profit Sharing Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- #6,149 in Professional & Technical Services (21,562 peers)
Bookkeeping Alternatives, Inc. multi-year trail
Bookkeeping Alternatives, Inc.'s plans moved +36.0% in assets from 2022 to 2024; this filing shows Bookkeeping Alternatives Inc. Profit Sharing Plan at $2M / 3 participants.
- #6,149
- in Professional & Technical Services (21,562 peers)
- -22.2%
- assets change YoY
The plan reported a net loss of $507K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bookkeeping Alternatives Inc. Profit Sharing Plan among the smaller filed plans by assets
Bookkeeping Alternatives Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,778,998 32nd percentile higher than 32% 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
Bookkeeping Alternatives Inc. Profit Sharing 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. Bookkeeping Alternatives Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 841357691 · Bookkeeping Alternatives, Inc. PY 2022 · 401(k)
Bookkeeping Alternatives Inc. Profit Sharing Plan · $2M · 3 · 32nd
- EIN $2M
- RANK 3
- PHOTO 32nd
- IND 401(k)
- EOY near Lamb Weston/Rdo Frozen Union 401(k) Plan
- 5500 ind #6149
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 Colorado →
Bookkeeping Alternatives Inc. Profit Sharing Plan in the asset neighbourhood
Bookkeeping Alternatives, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Bookkeeping Alternatives, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 36.03365490011793% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $2M |
Bookkeeping Alternatives, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$507K |
| Employer EIN | 841357691 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $2.8B · 57,172
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.5B · 10,671
- Scl Health 401(k) Retirement Savings Plan $1.5B · 12,642
- Woodward Retirement Savings Plan $1.5B · 5,046
- Empower Retirement, LLC 401(k) Savings Plan $1.5B · 7,741
Bookkeeping Alternatives Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Lamb Weston/Rdo Frozen Union 401(k) Plan in MN ($2M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Lamb Weston/Rdo Frozen Union 401(k) Plan (MN) $2M · 299
- Ebq Retirement Plan (TX) $2M · 299
- Southeast Tubular Products, Inc. 401(k) Plan (NC) $2M · 24
- Verbal Beginnings, LLC 401(k) Plan (MD) $2M · 348
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); 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.