401(k) · DOL Form 5500 · 2023

Boehm, Kurtz & Lowry 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
6
Participants Small participant base
55th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Boehm, Kurtz & Lowry Profit Sharing Plan · Sponsored by Boehm, Kurtz & Lowry · Ohio · Professional & Technical Services

$9M in assets, 6 participants

Boehm, Kurtz & Lowry's Boehm, Kurtz & Lowry Profit Sharing Plan reported $9M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,960 in Professional & Technical Services (20,321 peers)

Boehm, Kurtz & Lowry multi-year trail

Boehm, Kurtz & Lowry's plans moved +32.5% in assets from 2022 to 2024; this filing shows Boehm, Kurtz & Lowry Profit Sharing Plan at $9M / 6 participants.

#10,960
in Professional & Technical Services (20,321 peers)
+14.0%
assets growth YoY

Boehm, Kurtz & Lowry Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Boehm, Kurtz & Lowry Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,641,598 Top 45% higher than 55% of 127,068 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 2023

Boehm, Kurtz & Lowry Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boehm, Kurtz & Lowry Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Boehm, Kurtz & Lowry Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Boehm, Kurtz & Lowry Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 311300681 · Boehm, Kurtz & Lowry PY 2023 · 401(k)

Boehm, Kurtz & Lowry Profit Sharing Plan · $9M · 6 · 55th

  • EOY $9M
  • EOY 6
  • EOY 55th
  • EOY 401(k)
  • EOY near Isco International, LLC 401(k) Plan
  • EOY ind #10960

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 Ohio →

Boehm, Kurtz & Lowry Profit Sharing Plan in the asset neighbourhood

Boehm, Kurtz & Lowry Profit Sharing PlanBoehm, Kurtz & Lowry Profit …$9MIsco International, LLC 401(k) PlanIsco International, LLC 401(…$9MOral Arts Laboratory. Inc. Profit Sharing PlanOral Arts Laboratory. Inc. P…$9MBradford Products, LLC 401(k) PlanBradford Products, LLC 401(k…$9MSt. John & Partners 401(k) Profit Sharing PlanSt. John & Partners 401(k) P…$9M
End-of-year total assets ($M) among Boehm, Kurtz & Lowry Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Boehm, Kurtz & Lowry multi-year asset trail

Sponsor-wide plan assets over time

All Boehm, Kurtz & Lowry plans reported in each filing year

Latest sponsor-wide plan assets
$10M 32.46222467573558% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.58M $10M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 6 $8M
2023 1 6 $9M
2024 1 6 $10M

Boehm, Kurtz & Lowry filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN311300681
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Boehm, Kurtz & Lowry Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Boehm, Kurtz & Lowry Profit Sharing Plan, Total assets ($B): 0.008641598 · Participants: 6Boehm, Kurtz & Lowry Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Boehm, Kurtz & Lowry Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Boehm, Kurtz & Lowry Profit Sharing Plan side-by-side with 3 peers →

Boehm, Kurtz & Lowry Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Isco International, LLC 401(k) Plan in IL ($9M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Boehm, Kurtz & Lowry Profit Sharing Plan assets move in 2023? ▼
Boehm, Kurtz & Lowry Profit Sharing Plan grew at a solid clip - up 14.0% during 2023, from $8M to $9M. Reported net income was $1M.
How have Boehm, Kurtz & Lowry plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boehm, Kurtz & Lowry's sponsor-wide assets grew 32.5%, from $8M to $10M.
Which 401(k) plans are similar in size to Boehm, Kurtz & Lowry Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Isco International, LLC 401(k) Plan in IL ($9M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Boehm, Kurtz & Lowry Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311300681.

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.