401(k) · DOL Form 5500 · 2023
Boehl Stopher & Graves, LLP 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 60
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $289,521
- Avg per participant High balance/head
Official DOL plan name: Boehl Stopher & Graves Amended and Restated Retirement Savings Plan · Sponsored by Boehl Stopher & Graves, LLP · Kentucky · Professional & Technical Services
$17M in assets, 60 participants
Boehl Stopher & Graves, LLP's Boehl Stopher & Graves Amended and Restated Retirement Savings Plan reported $17M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #14,130 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Boehl Stopher & Graves Amended and Restated Retirement Savings Plan holds $17M for 60 participants - about $289,521 per participant, above the median plan by assets.
- #14,130
- in Professional & Technical Services (20,321 peers)
- +4.2%
- assets growth YoY
Boehl Stopher & Graves Amended and Restated Retirement Savings Plan's outsized position by total assets
Boehl Stopher & Graves Amended and Restated Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,371,262 Top 30% higher than 70% 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
Boehl Stopher & Graves Amended and Restated Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boehl Stopher & Graves Amended and Restated Retirement Savings Plan is a small filing (60 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Boehl Stopher & Graves Amended and Restated Retirement Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $707K in the plan year 2023 filing.
- Boehl Stopher & Graves Amended and Restated Retirement Savings Plan reported participants fell from 68 in the plan year 2022 filing to 60 in the plan year 2023 filing.
- Boehl Stopher & Graves Amended and Restated Retirement Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $17M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 610465580 · Boehl Stopher & Graves, LLP PY 2023 · 401(k)
Boehl Stopher & Graves Amended and Restated Retirement Savings Plan · $17M · 60 · 70th
- EIN $17M
- RANK 60
- PHOTO 70th
- IND 401(k)
- EOY near Federal Life Savings and Profit Sharing Plan
- 5500 ind #14130
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 Kentucky →
Boehl Stopher & Graves Amended and Restated Retirement Savings Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $707K |
| Employer EIN | 610465580 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Boehl Stopher & Graves, LLP)
Sponsor-wide plan assets over time
All Boehl Stopher & Graves, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 1.5769685988301605% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 68 | $17M |
| 2023 | 1 | 60 | $17M |
| 2024 | 1 | 52 | $16M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
- Humana Retirement Savings Plan $7.4B · 45,938
- UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
- Scionhealth 401(k) Plan $1.2B · 33,226
- Lexmark Savings Plan $1.2B · 1,968
Boehl Stopher & Graves Amended and Restated Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Federal Life Savings and Profit Sharing Plan in IL ($17M); by covered participants it is Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.
- Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust (LA) 60 · 0 off
- Cooperativa De Ahorro Y Credito De Lares 1165(e) Salary Deferrral Retirement Plan (PR) 60 · 0 off
- Client Resources, Inc. 401(k) Profit Sharing Plan (NE) 60 · 0 off
- Bank of Cherokee County 401(k) Retirement Plan (OK) 60 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.