Defined Benefit (Pension) · DOL Form 5500 · 2023

Bogie Investment Group, Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 5
Participants Small participant base: 25th
Percentile by assets National rank: $241,545
Avg per participant Above avg balance/head

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Official DOL plan name: Bogie Investment Group, Inc. Cash Balance Plan · Sponsored by Bogie Investment Group, Inc. · California · Real Estate

$1M in assets, 5 participants

Bogie Investment Group, Inc.'s Bogie Investment Group, Inc. Cash Balance Plan reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

#2,034 in Real Estate (4,727 peers)

Bogie Investment Group, Inc. multi-year trail

Bogie Investment Group, Inc.'s plans moved +11.1% in assets from 2022 to 2024; this filing shows Bogie Investment Group, Inc. Cash Balance Plan at $1M / 5 participants.

#2,034
in Real Estate (4,727 peers): +5.2%
assets growth YoY

Bogie Investment Group, Inc. Cash Balance Plan among the smaller filed plans by assets

Bogie Investment Group, Inc. Cash Balance Plan vs every filed plan by assets

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

$1,207,723 25th percentile higher than 25% 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

Bogie Investment Group, Inc. Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bogie Investment Group, Inc. Cash Balance Plan is a micro filing (5 participants), the leftmost band.

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%)

Bogie Investment Group, Inc. Cash Balance Plan reported net income fell from $121K in the plan year 2022 filing to $60K in the plan year 2023 filing.
Bogie Investment Group, Inc. Cash Balance Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.
Bogie Investment Group, Inc. Cash Balance Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 471644886 · Bogie Investment Group, Inc. PY 2023 · Defined Benefit (Pension)

Bogie Investment Group, Inc. Cash Balance Plan · $1M · 5 · 25th

PART $1M
TYPE 5
NET 25th
BOOK Defined Benefit (Pension)
VS-ST near Atit Diamond Corp. Defined Benefit Pension Plan
BOY ind #2034

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 Real Estate retirement plans → · Plans in California →

End-of-year total assets ($M) among Bogie Investment Group, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Bogie Investment Group, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $1M 11.135128259413081% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	4	$1M
2023	1	5	$1M
2024	1	5	$1M

Bogie Investment Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$60K
Employer EIN	471644886
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bogie Investment Group, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Kaiser Permanente Retirement Plan $33.5B · 127,356
Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
Disney Salaried Pension Plan D $10.1B · 10,813

Compare Bogie Investment Group, Inc. Cash Balance Plan side-by-side with 3 peers →

Bogie Investment Group, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Atit Diamond Corp. Defined Benefit Pension Plan in NY ($1M); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Atit Diamond Corp. Defined Benefit Pension Plan (NY) $1M · 4
Nikon Inc. Pension Plan (NY) $1M · N/A
Community Hospital Retirement Plan (OH) $1M · N/A
Anthony Grant, Inc. Retirement Plan (CT) $1M · 2

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust (FL) 5 · 0 off
Atlantis Dental Care Cash Balance Plan (ID) 5 · 0 off
Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan (FL) 5 · 0 off
Carlisle Neuro Care Defined Benefit Plan (PA) 5 · 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 Bogie Investment Group, Inc. Cash Balance Plan assets move in 2023? ▼

Bogie Investment Group, Inc. Cash Balance Plan grew at a solid clip - up 5.2% during 2023, from $1M to $1M. Reported net income was $60K.

How have Bogie Investment Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bogie Investment Group, Inc.'s sponsor-wide assets grew 11.1%, from $1M to $1M.

Where does Bogie Investment Group, Inc. Cash Balance Plan rank by assets among Form 5500 filers? ▼

Bogie Investment Group, Inc. Cash Balance Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Bogie Investment Group, Inc. Cash Balance Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Atit Diamond Corp. Defined Benefit Pension Plan in NY ($1M, 4 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Bogie Investment Group, Inc. Cash Balance Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants, $1M 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 471644886.