401(k) · DOL Form 5500 · 2023
Boardwalk Capital Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $824K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $823,567
- Avg per participant High balance/head
Official DOL plan name: Boardwalk Capital Management, Inc. 401(k) Plan · Sponsored by Boardwalk Capital Management, Inc. · Georgia · Professional & Technical Services
$824K in assets, 1 participants
Boardwalk Capital Management, Inc.'s Boardwalk Capital Management, Inc. 401(k) Plan reported $824K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,473 in Professional & Technical Services (20,321 peers)
Boardwalk Capital Management, Inc. multi-year trail
Boardwalk Capital Management, Inc.'s plans moved +132.0% in assets from 2022 to 2024; this filing shows Boardwalk Capital Management, Inc. 401(k) Plan at $824K / 1 participant.
- #3,473
- in Professional & Technical Services (20,321 peers)
- +43.8%
- assets growth YoY
Boardwalk Capital Management, Inc. 401(k) Plan among the smaller filed plans by assets
Boardwalk Capital Management, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$823,567 22nd percentile higher than 22% 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
Boardwalk Capital Management, Inc. 401(k) 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. Boardwalk Capital Management, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Boardwalk Capital Management, Inc. 401(k) Plan reported net income rose from -$12K in the plan year 2022 filing to $251K in the plan year 2023 filing.
- Boardwalk Capital Management, Inc. 401(k) Plan end-of-year assets rose from $573K in the plan year 2022 filing to $824K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 264737657 · Boardwalk Capital Management, Inc. PY 2023 · 401(k)
Boardwalk Capital Management, Inc. 401(k) Plan · $824K · 1 · 22nd
- TYPE $824K
- NET 1
- BOOK 22nd
- VS-ST 401(k)
- BOY near J. Nelson Family Corp. 401(k) Plan
- SCH ind #3473
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 Georgia →
Boardwalk Capital Management, Inc. 401(k) Plan in the asset neighbourhood
Boardwalk Capital Management, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Boardwalk Capital Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 131.9713414325443% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $573K |
| 2023 | 1 | 1 | $824K |
| 2024 | 1 | 1 | $1M |
Boardwalk Capital Management, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $573K |
|---|---|
| Net Assets (End of Year) | $824K |
| Net Income | $251K |
| Employer EIN | 264737657 |
| Plan Effective Date | 2010-10-14 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Boardwalk Capital Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is J. Nelson Family Corp. 401(k) Plan in FL ($824K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($824K here).
- J. Nelson Family Corp. 401(k) Plan (FL) $824K · 20
- Web Equipment USA LLC 401(k) Profit Sharing Plan & Trust (VA) $824K · 13
- Pro's Epicurean Marketplace & Cafe Retirement Plan (NC) $823K · 3
- Icadv 401(k) Plan (IN) $824K · 14
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.