401(k) · DOL Form 5500 · 2023
Bose Mckinney & Evans LLP 401(k) Plan
Data updated 2026-08-25
- $124M
- Total assets Near avg plan size
- 179
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $692,632
- Avg per participant High balance/head
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.
- #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.
- #19,058
- in Professional & Technical Services (20,321 peers)
- +10.0%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Bose Mckinney & Evans Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bose Mckinney & Evans Retirement 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. Bose Mckinney & Evans Retirement Plan sits mid-pack in the medium band (179 participants).
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.
Plan-year Form 5500 strip
Filing strip 350957980 · Bose Mckinney & Evans LLP PY 2023 · 401(k)
Bose Mckinney & Evans Retirement Plan · $124M · 179 · 93rd
- NET $124M
- NET 179
- NET 93rd
- NET 401(k)
- NET near Csc Serviceworks, Inc. 401(k) Plan
- NET ind #19058
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 Indiana →
Bose Mckinney & Evans Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $113M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | $11M |
| Employer EIN | 350957980 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bose Mckinney & Evans LLP)
Sponsor-wide plan assets over time
All Bose Mckinney & Evans LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $141M 25.431375557999452% vs 2022
- 2024 filing year
| 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.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Bose Mckinney & Evans Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Csc Serviceworks, Inc. 401(k) Plan in NY ($124M); by covered participants it is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124M here).
- Csc Serviceworks, Inc. 401(k) Plan (NY) $124M · 2,275
- Founders Federal Credit Union Defined Contribution Plan (SC) $124M · 765
- University Medical Partners, Inc. 401(k) Plan (CA) $124M · 286
- Braun Intertec 401(k) Retirement Plan (MN) $124M · 1,071
Similar participant headcount
Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.
- Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust (MD) 179 · 0 off
- Bitdefender 401(k) Plan (FL) 179 · 0 off
- Integrity Fund 401(k) Plan (KY) 179 · 0 off
- Healthcare Association of New York State, Inc Retirement Savings Plan (NY) 179 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.