401(k) · DOL Form 5500 · 2023

Trustees of Boening Bros 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 120
Participants Small participant base: 65th
Percentile by assets National rank: $115,356
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Boening Bros. 401(k) Plan · Sponsored by Trustees of Boening Bros 401(k) Plan · New York · Wholesale Trade

$14M in assets, 120 participants

Trustees of Boening Bros 401(k) Plan's Boening Bros. 401(k) Plan reported $14M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

#3,732 in Wholesale Trade (6,309 peers)

Coverage in New York

Boening Bros. 401(k) Plan covers 120 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $14M.

#3,732
in Wholesale Trade (6,309 peers): +15.9%
assets growth YoY

Boening Bros. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Boening Bros. 401(k) Plan vs every filed plan by assets

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

$13,842,676 Top 35% higher than 65% 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

Boening Bros. 401(k) Plan 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. Boening Bros. 401(k) Plan sits mid-pack in the medium band (120 participants).

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%)

Boening Bros. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Boening Bros. 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Boening Bros. 401(k) Plan reported participants fell from 136 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 112920784 · Trustees of Boening Bros 401(k) Plan PY 2023 · 401(k)

Boening Bros. 401(k) Plan · $14M · 120 · 65th

EIN $14M
RANK 120
PHOTO 65th
IND 401(k)
EOY near Aphena Pharma Solutions 401(k) Plan
5500 ind #3732

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 Wholesale Trade retirement plans → · Plans in New York →

End-of-year total assets ($M) among Boening Bros. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$14M
Net Income	$2M
Employer EIN	112920784
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustees of Boening Bros 401(k) Plan)

Latest sponsor-wide plan assets: $14M 13.828210683642336% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	136	$12M
2023	1	120	$14M
2024	1	112	$14M

Nearby 401(k) Plans in New York

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

Boening Bros. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Boening Bros. 401(k) Plan side-by-side with 3 peers →

Boening Bros. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Aphena Pharma Solutions 401(k) Plan in TN ($14M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Aphena Pharma Solutions 401(k) Plan (TN) $14M · 478
Breville USA, Inc. 401(k) Retirement Plan (CA) $14M · 251
Safe-Harbor 403(b) Thrift Plan for Employees of San Antonio Lighthouse for the Blind (TX) $14M · 448
Pocket Nurse 401(k) Profit Sharing Plan (PA) $14M · 110

Similar participant headcount

Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.

Southgroup 401(k) Plan (MS) 120 · 0 off
Southwest Hazard Control, Inc. Employees' Savings and Profit Sharing Plan (AZ) 120 · 0 off
Sloat Garden Center, Inc. Profit Sharing Plan (CA) 120 · 0 off
Menil Foundation, Inc. Employee Retirement Benefit Plan (TX) 120 · 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 Boening Bros. 401(k) Plan assets move in 2023? ▼

Boening Bros. 401(k) Plan grew sharply - up 15.9% during 2023, from $12M to $14M. Reported net income was $2M.

How have Trustees of Boening Bros 401(k) Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of Boening Bros 401(k) Plan's sponsor-wide assets grew 13.8%, from $12M to $14M.

Which 401(k) plans are similar in size to Boening Bros. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Aphena Pharma Solutions 401(k) Plan in TN ($14M, 478 participants).

Which 401(k) plans cover a similar participant headcount to Boening Bros. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Southgroup 401(k) Plan in MS (120 participants, $13M 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 112920784.