401(k) · DOL Form 5500 · 2023

Bose Mckinney & Evans LLP 401(k) Plan

Data updated 2026-08-11

$124M
Total assets
179
Participants
93rd
Percentile by assets
$692,632
Avg per participant
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Official DOL plan name: Bose Mckinney & Evans Retirement Plan · Sponsored by Bose Mckinney & Evans LLP · Indiana · Professional & Technical Services

$124M in assets, 179 participants

Bose Mckinney & Evans LLP's Bose Mckinney & Evans Retirement Plan reported $124M in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #19,058 in Professional & Technical Services (20,321 peers)

Coverage in Indiana

Bose Mckinney & Evans Retirement Plan covers 179 participants in Indiana, about 33% of the average Indiana filer (state average ~541 per filing). Assets: $124M.

$124M
total plan assets (2023 EOY)
179
covered participants
93rd
percentile by assets (of 127,072 plans)
$692,632
avg assets per participant

Where Bose Mckinney & Evans Retirement Plan sits by total assets

Bose Mckinney & Evans Retirement Plan vs every filed plan by assets

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

$123,981,077 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bose Mckinney & Evans Retirement Plan reported net income rose from -$37M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Bose Mckinney & Evans Retirement Plan end-of-year assets rose from $113M in the plan year 2022 filing to $124M in the plan year 2023 filing.
  • Bose Mckinney & Evans Retirement Plan reported participants rose from 168 in the plan year 2022 filing to 179 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Indiana
Industry
Professional & Technical Services

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Bose Mckinney & Evans Retirement Plan reports 179 participants - about 33% of that state average ($124M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)$113M
Net Assets (End of Year)$124M
Net Income$11M
Employer EIN350957980
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bose Mckinney & Evans LLP)

$100M$110M$120M$130M$140M$150M 202220232024 $113M $141M ▲ +25.4%
Total plan assets by year, all Bose Mckinney & Evans LLP plans on file
Year Plans Participants Total Assets
2022 1 168 $113M
2023 1 179 $124M
2024 1 168 $141M

Nearby 401(k) Plans in Indiana

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

Bose Mckinney & Evans Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Bose Mckinney & Evan…, Total assets ($B): 0.123981077 · Participants: 179Bose Mckinney & Evan…The Lilly Employee 4…, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 4…Elevance Health 401(…, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(…Cummins Retirement a…, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement a…Iu Health 401(k) Sav…, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Sav…Steel Dynamics, Inc.…, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc.…
Bose Mckinney & Evans Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Bose Mckinney & Evans Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bose Mckinney & Evans Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Bose Mckinney & Evans Retirement Plan assets move in 2023? ▼
Bose Mckinney & Evans Retirement Plan grew at a solid clip - up 10.0% during 2023, from $113M to $124M. Reported net income was $11M.
How have Bose Mckinney & Evans LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bose Mckinney & Evans LLP's sponsor-wide assets grew 25.4%, from $113M to $141M.
Where does Bose Mckinney & Evans Retirement Plan rank by assets among Form 5500 filers? ▼
Bose Mckinney & Evans Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bose Mckinney & Evans Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Csc Serviceworks, Inc. 401(k) Plan in NY ($124M, 2,275 participants).

Next read for Bose Mckinney & Evans Retirement Plan

Filing takeaways

Ways to act on Bose Mckinney & Evans Retirement Plan's numbers.

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 350957980.

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.