401(k) · DOL Form 5500 · 2023

Boardman & Clark LLP 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
108
Participants Small participant base
88th
Percentile by assets National rank
$638,488
Avg per participant High balance/head
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Official DOL plan name: Retirement Savings Plan of Boardman & Clark LLP · Sponsored by Boardman & Clark LLP · Wisconsin · Professional & Technical Services

$69M in assets, 108 participants

Boardman & Clark LLP's Retirement Savings Plan of Boardman & Clark LLP reported $69M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,226 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Retirement Savings Plan of Boardman & Clark LLP covers 108 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $69M.

#18,226
in Professional & Technical Services (20,321 peers)
+15.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Retirement Savings Plan of Boardman & Clark LLP's outsized position by total assets

Retirement Savings Plan of Boardman & Clark LLP vs every filed plan by assets

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

$68,956,717 Top 12% higher than 88% 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

Retirement Savings Plan of Boardman & Clark LLP among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Savings Plan of Boardman & Clark LLP sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Savings Plan of Boardman & Clark LLP reported net income rose from -$9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Retirement Savings Plan of Boardman & Clark LLP end-of-year assets rose from $60M in the plan year 2022 filing to $69M in the plan year 2023 filing.
  • Retirement Savings Plan of Boardman & Clark LLP reported participants rose from 97 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 453866466 · Boardman & Clark LLP PY 2023 · 401(k)

Retirement Savings Plan of Boardman & Clark LLP · $69M · 108 · 88th

  • VS-ST $69M
  • BOY 108
  • SCH 88th
  • EBSA 401(k)
  • PART near Satcom Direct, Inc. 401(k) Profit Sharing Plan and Trust
  • TYPE ind #18226

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 Wisconsin →

Retirement Savings Plan of Boardman & Clark LLP in the asset neighbourhood

Hantz Group Retirement Savings PlanHantz Group Retirement Savin…$69MPiedmont Airlines Inc. 401(k) Savings Plan for PilotsPiedmont Airlines Inc. 401(k…$69MRobert a.M. Stern Architects 401(k) Profit Sharing PlanRobert a.M. Stern Architects…$69MRetirement Savings Plan of Boardman & Clark LLPRetirement Savings Plan of B…$69MSatcom Direct, Inc. 401(k) Profit Sharing Plan and TrustSatcom Direct, Inc. 401(k) P…$69M
End-of-year total assets ($M) among Retirement Savings Plan of Boardman & Clark LLP and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$69M
Net Income$9M
Employer EIN453866466
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boardman & Clark LLP)

Sponsor-wide plan assets over time

All Boardman & Clark LLP plans reported in each filing year

Latest sponsor-wide plan assets
$71M 19.776376547000755% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $59.5M $71.3M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 97 $60M
2023 1 108 $69M
2024 1 112 $71M

Nearby 401(k) Plans in Wisconsin

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

Retirement Savings Plan of Boardman & Clark LLP vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Retirement Savings Plan of Boardman & Clark LLP, Total assets ($B): 0.068956717 · Participants: 108Retirement Savings Plan of Boardman & Clark LLPAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Retirement Savings Plan of Boardman & Clark LLP vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Retirement Savings Plan of Boardman & Clark LLP side-by-side with 3 peers →

Retirement Savings Plan of Boardman & Clark LLP's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Satcom Direct, Inc. 401(k) Profit Sharing Plan and Trust in FL ($69M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Retirement Savings Plan of Boardman & Clark LLP assets move in 2023? ▼
Retirement Savings Plan of Boardman & Clark LLP grew sharply - up 15.9% during 2023, from $60M to $69M. Reported net income was $9M.
How have Boardman & Clark LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boardman & Clark LLP's sponsor-wide assets grew 19.8%, from $60M to $71M.
Where does Retirement Savings Plan of Boardman & Clark LLP rank by assets among Form 5500 filers? ▼
Retirement Savings Plan of Boardman & Clark LLP ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Retirement Savings Plan of Boardman & Clark LLP? ▼
Among 401(k) plans in other states, the closest by assets is Satcom Direct, Inc. 401(k) Profit Sharing Plan and Trust in FL ($69M, 276 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Savings Plan of Boardman & Clark LLP? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 453866466.

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.