Profit Sharing · DOL Form 5500 · 2024

Bostwick Investments Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
35
Participants Small participant base
28th
Percentile by assets National rank
$47,487
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bostwick Investments Inc. Retirement Plan · Sponsored by Bostwick Investments Inc. · Georgia · Finance & Insurance

$2M in assets, 35 participants

Bostwick Investments Inc.'s Bostwick Investments Inc. Retirement Plan reported $2M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,456 in Finance & Insurance (8,549 peers)

Bostwick Investments Inc. multi-year trail

Bostwick Investments Inc.'s plans moved +225.9% in assets from 2022 to 2024; this filing shows Bostwick Investments Inc. Retirement Plan at $2M / 35 participants.

#1,456
in Finance & Insurance (8,549 peers)
+225.8%
assets growth YoY

Bostwick Investments Inc. Retirement Plan among the smaller filed plans by assets

Bostwick Investments Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,662,044 28th percentile higher than 28% of 123,620 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 2024

Bostwick Investments Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bostwick Investments Inc. Retirement Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bostwick Investments Inc. Retirement Plan reported net income rose from $149 in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Bostwick Investments Inc. Retirement Plan end-of-year assets rose from $510K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Bostwick Investments Inc. Retirement Plan reported participants rose from 31 in the plan year 2023 filing to 35 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 844123021 · Bostwick Investments Inc. PY 2024 · Profit Sharing

Bostwick Investments Inc. Retirement Plan · $2M · 35 · 28th

  • NET $2M
  • NET 35
  • NET 28th
  • NET Profit Sharing
  • NET near Philagreen, Inc. Profit Sharing Plan
  • NET ind #1456

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 Finance & Insurance retirement plans → · Plans in Georgia →

Bostwick Investments Inc. Retirement Plan in the asset neighbourhood

Bostwick Investments Inc. Retirement PlanBostwick Investments Inc. Re…$2MPhilagreen, Inc. Profit Sharing PlanPhilagreen, Inc. Profit Shar…$2MCoolsmiles Orthodontics Profit Sharing PlanCoolsmiles Orthodontics Prof…$2MZorro's Pack, Inc. Profit Sharing PlanZorro's Pack, Inc. Profit Sh…$2MHalbert Mill Company and Affiliates Profit Sharing PlanHalbert Mill Company and Aff…$2M
End-of-year total assets ($M) among Bostwick Investments Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Bostwick Investments Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bostwick Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 225.88714642572833% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.51M $1.66M ▲ +225.5%
Year Plans Participants Total Assets
2022 1 40 $510K
2023 1 31 $510K
2024 1 35 $2M

Bostwick Investments Inc. filing trail (2024)

Total Assets (Beginning of Year)$510K
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN844123021
Plan Effective Date2020-01-24
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Georgia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Bostwick Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Bostwick Investments Inc. Retirement Plan, Total assets ($B): 0.001662044 · Participants: 35Bostwick Investments Inc. Retirement PlanEmory University Retirement Plan, Total assets ($B): 5.539809573 · Participants: 18936Emory University Retirement PlanCrh Americas 401(k) Plan, Total assets ($B): 4.190915312 · Participants: 35710Crh Americas 401(k) PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.770557878 · Participants: 23760Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 1.029232488 · Participants: 2448The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.39078983 · Participants: 12290Childrens Healthcare of Atlanta Growth Plan
Bostwick Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Bostwick Investments Inc. Retirement Plan side-by-side with 3 peers →

Bostwick Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is Philagreen, Inc. Profit Sharing Plan in PA ($2M); by covered participants it is M & O Enterprises, LLC Profit Sharing Plan in AL (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bostwick Investments Inc. Retirement Plan assets move in 2024? ▼
Bostwick Investments Inc. Retirement Plan surged - up 225.8% during 2024, from $510K to $2M. Reported net income was $1M.
How have Bostwick Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bostwick Investments Inc.'s sponsor-wide assets grew 225.9%, from $510K to $2M.
Which Profit Sharing plans are similar in size to Bostwick Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Philagreen, Inc. Profit Sharing Plan in PA ($2M, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Bostwick Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is M & O Enterprises, LLC Profit Sharing Plan in AL (35 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 844123021.

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.