401(k) · DOL Form 5500 · 2023

B & O Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 32
Participants Small participant base: 45th
Percentile by assets National rank: $157,900
Avg per participant Above avg balance/head

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Official DOL plan name: B & O Management Company, L.L.C. Discretionary Contribution Plan · Sponsored by B & O Management Company, LLC · Texas · Construction

$5M in assets, 32 participants

B & O Management Company, LLC's B & O Management Company, L.L.C. Discretionary Contribution Plan reported $5M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

#3,861 in Construction (9,030 peers)

B & O Management Company, LLC multi-year trail

B & O Management Company, LLC's plans moved +24.6% in assets from 2022 to 2024; this filing shows B & O Management Company, L.L.C. Discretionary Contribution Plan at $5M / 32 participants.

#3,861
in Construction (9,030 peers): +8.9%
assets growth YoY

B & O Management Company, L.L.C. Discretionary Contribution Plan's mid-pack asset rank among Construction and all filers

B & O Management Company, L.L.C. Discretionary Contribution Plan vs every filed plan by assets

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

$5,052,799 45th percentile higher than 45% 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

B & O Management Company, L.L.C. Discretionary Contribution Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. B & O Management Company, L.L.C. Discretionary Contribution Plan is a small filing (32 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

B & O Management Company, L.L.C. Discretionary Contribution Plan reported net income rose from -$1M in the plan year 2022 filing to $413K in the plan year 2023 filing.
B & O Management Company, L.L.C. Discretionary Contribution Plan reported participants rose from 27 in the plan year 2022 filing to 32 in the plan year 2023 filing.
B & O Management Company, L.L.C. Discretionary Contribution Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 134271483 · B & O Management Company, LLC PY 2023 · 401(k)

B & O Management Company, L.L.C. Discretionary Contribution Plan · $5M · 32 · 45th

ASSETS $5M
ASSETS 32
ASSETS 45th
ASSETS 401(k)
ASSETS near Energized Electric, Inc. 401(k) Profit Sharing Plan
ASSETS ind #3861

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 Construction retirement plans → · Plans in Texas →

End-of-year total assets ($M) among B & O Management Company, L.L.C. Discretionary Contribution Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

B & O Management Company, LLC multi-year asset trail

Latest sponsor-wide plan assets: $6M 24.638734443871854% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	27	$5M
2023	1	32	$5M
2024	1	32	$6M

B & O Management Company, LLC filing trail (2023)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$5M
Net Income	$413K
Employer EIN	134271483
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

B & O Management Company, L.L.C. Discretionary Contribution Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare B & O Management Company, L.L.C. Discretionary Contribution Plan side-by-side with 3 peers →

B & O Management Company, L.L.C. Discretionary Contribution Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Energized Electric, Inc. 401(k) Profit Sharing Plan in WA ($5M); by covered participants it is Presnell Gage Employees Retirement Plan in ID (32 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Energized Electric, Inc. 401(k) Profit Sharing Plan (WA) $5M · 69
Minturn Nut Co., Inc. 401(k) Plan (CA) $5M · 120
Team Hardinger Transportation 401(k) Retirement Plan (PA) $5M · 148
Dobil Laboratories Inc 401 K Profit Sharing Plan Trust (PA) $5M · 124

Similar participant headcount

Nearest other-state filings by covered participants (32 participants); asset peers above are excluded.

Presnell Gage Employees Retirement Plan (ID) 32 · 0 off
First Quadrant, LLC 401(k) Profit Sharing Plan & Trust (CA) 32 · 0 off
Correctional Health Partners, LLC 401(k) Plan (CO) 32 · 0 off
Powers Enrichment Group, Inc. 401(k) Profit Sharing Plan (WA) 32 · 0 off

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 B & O Management Company, L.L.C. Discretionary Contribution Plan assets move in 2023? ▼

B & O Management Company, L.L.C. Discretionary Contribution Plan grew at a solid clip - up 8.9% during 2023, from $5M to $5M. Reported net income was $413K.

How have B & O Management Company, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), B & O Management Company, LLC's sponsor-wide assets grew 24.6%, from $5M to $6M.

Which 401(k) plans are similar in size to B & O Management Company, L.L.C. Discretionary Contribution Plan? ▼

Among 401(k) plans in other states, the closest by assets is Energized Electric, Inc. 401(k) Profit Sharing Plan in WA ($5M, 69 participants).

Which 401(k) plans cover a similar participant headcount to B & O Management Company, L.L.C. Discretionary Contribution Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Presnell Gage Employees Retirement Plan in ID (32 participants, $9M 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 134271483.