Profit Sharing · DOL Form 5500 · 2023
Michael S. Bogenschutz, Attorney at Law Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $846,470
- Avg per participant High balance/head
Official DOL plan name: Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust · Sponsored by Michael S. Bogenschutz, Attorney at Law · Texas · Professional & Technical Services
$2M in assets, 2 participants
Michael S. Bogenschutz, Attorney at Law's Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- #4,910 in Professional & Technical Services (20,321 peers)
Michael S. Bogenschutz, Attorney at Law multi-year trail
Michael S. Bogenschutz, Attorney at Law's plans moved +78.5% in assets from 2022 to 2024; this filing shows Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust at $2M / 2 participants.
- #4,910
- in Professional & Technical Services (20,321 peers)
- +36.8%
- assets growth YoY
Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust among the smaller filed plans by assets
Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,692,939 29th percentile higher than 29% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust reported net income rose from -$471K in the plan year 2022 filing to $456K in the plan year 2023 filing.
- Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 760354406 · Michael S. Bogenschutz, Attorney at Law PY 2023 · Profit Sharing
Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust · $2M · 2 · 29th
- EBSA $2M
- PART 2
- TYPE 29th
- NET Profit Sharing
- BOOK near Akt Enterprises, Inc. Profit Sharing Plan
- VS-ST ind #4910
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 Texas →
Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust in the asset neighbourhood
Michael S. Bogenschutz, Attorney at Law multi-year asset trail
Sponsor-wide plan assets over time
All Michael S. Bogenschutz, Attorney at Law plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 78.54174699053249% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $2M |
Michael S. Bogenschutz, Attorney at Law filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $456K |
| Employer EIN | 760354406 |
| Plan Effective Date | 1993-03-03 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Michael S. Bogenschutz Profit Sharing Plan - Fidel Defined Contribution Retirement Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Akt Enterprises, Inc. Profit Sharing Plan in FL ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.