401(k) · DOL Form 5500 · 2023

Bodine Perry, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
185
Participants Below avg headcount
62nd
Percentile by assets National rank
$62,046
Avg per participant Low balance/head
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Official DOL plan name: Bodine Perry, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Bodine Perry, LLC · Ohio · Professional & Technical Services

$11M in assets, 185 participants

Bodine Perry, LLC's Bodine Perry, LLC 401(k) Profit Sharing Plan and Trust reported $11M in total assets and 185 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,297 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Bodine Perry, LLC 401(k) Profit Sharing Plan and Trust covers 185 participants in Ohio, about 24% of the average Ohio filer (state average ~765 per filing). Assets: $11M.

#12,297
in Professional & Technical Services (20,321 peers)
+26.3%
assets growth YoY

Bodine Perry, LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Bodine Perry, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$11,478,469 Top 38% higher than 62% of 127,068 filed plans

This plan $0 $2,050,000,000 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

Bodine Perry, LLC 401(k) Profit Sharing Plan and Trust 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. Bodine Perry, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (185 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bodine Perry, LLC 401(k) Profit Sharing Plan and Trust reported net income rose from -$802K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bodine Perry, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Bodine Perry, LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 149 in the plan year 2022 filing to 185 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 412028444 · Bodine Perry, LLC PY 2023 · 401(k)

Bodine Perry, LLC 401(k) Profit Sharing Plan and Trust · $11M · 185 · 62nd

  • TYPE $11M
  • TYPE 185
  • TYPE 62nd
  • TYPE 401(k)
  • TYPE near Rivero, Gordimer & Company, P.a. Profit Sharing Plan and Trust
  • TYPE ind #12297

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 →

Bodine Perry, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Bodine Perry, LLC 401(k) Profit Sharing Plan and TrustBodine Perry, LLC 401(k) Pro…$11MRivero, Gordimer & Company, P.a. Profit Sharing Plan and TrustRivero, Gordimer & Company, …$11MMiltope Corporation Fka Vt Miltope 401(k) PlanMiltope Corporation Fka Vt M…$11MAlbion Financial Group Retirement PlanAlbion Financial Group Retir…$11MCreekstone Farms Premium Beef, LLC 401(k) PlanCreekstone Farms Premium Bee…$11M
End-of-year total assets ($M) among Bodine Perry, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN412028444
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bodine Perry, LLC)

Sponsor-wide plan assets over time

All Bodine Perry, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 26.335368506577307% vs 2022
2023 filing year
$8M$9M$10M$11M$12M 20222023 $9.09M $11.5M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 149 $9M
2023 1 185 $11M

Nearby 401(k) Plans in Ohio

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

Bodine Perry, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Bodine Perry, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.011478469 · Participants: 185Bodine Perry, LLC 401(k) Profit Sharing Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Bodine Perry, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Bodine Perry, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Bodine Perry, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Rivero, Gordimer & Company, P.a. Profit Sharing Plan and Trust in FL ($11M); by covered participants it is Aerie Pharmaceuticals 401(k) Plan in TX (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 participants); asset peers above are excluded.

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 Bodine Perry, LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Bodine Perry, LLC 401(k) Profit Sharing Plan and Trust grew sharply - up 26.3% during 2023, from $9M to $11M. Reported net income was $2M.
How have Bodine Perry, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Bodine Perry, LLC's sponsor-wide assets grew 26.3%, from $9M to $11M.
Which 401(k) plans are similar in size to Bodine Perry, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rivero, Gordimer & Company, P.a. Profit Sharing Plan and Trust in FL ($11M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Bodine Perry, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Aerie Pharmaceuticals 401(k) Plan in TX (185 participants, N/A 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 412028444.

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.