401(k) · DOL Form 5500 · 2023
Bober, Markey, Fedorovich & Company 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 99
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $245,058
- Avg per participant Above avg balance/head
Official DOL plan name: Bober, Markey, Fedorovich & Company Thrift/Incentive Plan · Sponsored by Bober, Markey, Fedorovich & Company · Ohio · Professional & Technical Services
$24M in assets, 99 participants
Bober, Markey, Fedorovich & Company's Bober, Markey, Fedorovich & Company Thrift/Incentive Plan reported $24M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #15,504 in Professional & Technical Services (20,321 peers)
Where Bober, Markey, Fedorovich & Company Thrift/Incentive Plan sits by assets
Bober, Markey, Fedorovich & Company Thrift/Incentive Plan sits in the top quartile of all filed plans by assets, $24M for 99 participants (~$245,058/participant), up 25.5% in 2023.
- #15,504
- in Professional & Technical Services (20,321 peers)
- +25.5%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Bober, Markey, Fedorovich & Company Thrift/Incentive Plan's outsized position by total assets
Bober, Markey, Fedorovich & Company Thrift/Incentive Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,260,769 Top 24% higher than 76% 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
Bober, Markey, Fedorovich & Company Thrift/Incentive 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. Bober, Markey, Fedorovich & Company Thrift/Incentive Plan is a small filing (99 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bober, Markey, Fedorovich & Company Thrift/Incentive Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Bober, Markey, Fedorovich & Company Thrift/Incentive Plan end-of-year assets rose from $19M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Bober, Markey, Fedorovich & Company Thrift/Incentive Plan reported participants rose from 93 in the plan year 2022 filing to 99 in the plan year 2023 filing.
DOL schedule card
Filing strip 341523030 · Bober, Markey, Fedorovich & Company PY 2023 · 401(k)
Bober, Markey, Fedorovich & Company Thrift/Incentive Plan · $24M · 99 · 76th
- PHOTO $24M
- IND 99
- EOY 76th
- 5500 401(k)
- ASSETS near Van Deusen & Associates, Inc. 401(k) Retirement Plan
- PCT ind #15504
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 →
Bober, Markey, Fedorovich & Company Thrift/Incentive Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $5M |
| Employer EIN | 341523030 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bober, Markey, Fedorovich & Company)
Sponsor-wide plan assets over time
All Bober, Markey, Fedorovich & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 37.56488660030154% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 93 | $19M |
| 2023 | 1 | 99 | $24M |
| 2024 | 1 | 104 | $27M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Bober, Markey, Fedorovich & Company Thrift/Incentive Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Van Deusen & Associates, Inc. 401(k) Retirement Plan in NJ ($24M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Van Deusen & Associates, Inc. 401(k) Retirement Plan (NJ) $24M · 190
- Ocean Casino-Resort 401(k) Plan (NJ) $24M · 2,255
- Ice Services, Inc. 401(k) Plan (AK) $24M · 365
- Shore Point Distributing Employees' Profit Sharing Plan (NJ) $24M · 121
Similar participant headcount
Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.
- Arj Infusion Services, Inc. Employees Savings Trust (KS) 99 · 0 off
- Burns Pest Elimination, Inc. 401(k) Plan (AZ) 99 · 0 off
- Develey USA 401(k) Plan (TN) 99 · 0 off
- U.S. Paint Employees Retirement Plan (MO) 99 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.