401(k) · DOL Form 5500 · 2024

Drs. Beto & Bogardus 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
17
Participants Small participant base
39th
Percentile by assets National rank
$245,059
Avg per participant Above avg balance/head
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Official DOL plan name: Drs. Beto & Bogardus 401(k) Profit Sharing Plan · Sponsored by Drs. Beto & Bogardus · Kentucky · Healthcare & Social Assistance

$4M in assets, 17 participants

Drs. Beto & Bogardus's Drs. Beto & Bogardus 401(k) Profit Sharing Plan reported $4M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #6,906 in Healthcare & Social Assistance (16,916 peers)

Drs. Beto & Bogardus multi-year trail

Drs. Beto & Bogardus's plans moved +51.2% in assets from 2022 to 2024; this filing shows Drs. Beto & Bogardus 401(k) Profit Sharing Plan at $4M / 17 participants.

#6,906
in Healthcare & Social Assistance (16,916 peers)
+18.9%
assets growth YoY

Drs. Beto & Bogardus 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Drs. Beto & Bogardus 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,166,003 39th percentile higher than 39% 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

Drs. Beto & Bogardus 401(k) Profit Sharing 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. Drs. Beto & Bogardus 401(k) Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Drs. Beto & Bogardus 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Drs. Beto & Bogardus 401(k) Profit Sharing Plan reported net income fell from $748K in the plan year 2023 filing to $663K in the plan year 2024 filing.
  • Drs. Beto & Bogardus 401(k) Profit Sharing Plan reported participants rose from 16 in the plan year 2023 filing to 17 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 611102975 · Drs. Beto & Bogardus PY 2024 · 401(k)

Drs. Beto & Bogardus 401(k) Profit Sharing Plan · $4M · 17 · 39th

  • PART $4M
  • PART 17
  • PART 39th
  • PART 401(k)
  • PART near D & H Company 401(k) Plan
  • PART ind #6906

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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →

Drs. Beto & Bogardus 401(k) Profit Sharing Plan in the asset neighbourhood

Drs. Beto & Bogardus 401(k) Profit Sharing PlanDrs. Beto & Bogardus 401(k) …$4MD & H Company 401(k) Plan$4MPrairie Management Group 401(k) PlanPrairie Management Group 401…$4MLucida 401(k) Plan$4MLinklive 401(k) Plan$4M
End-of-year total assets ($M) among Drs. Beto & Bogardus 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Drs. Beto & Bogardus multi-year asset trail

Sponsor-wide plan assets over time

All Drs. Beto & Bogardus plans reported in each filing year

Latest sponsor-wide plan assets
$4M 51.16943955585391% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.76M $4.17M ▲ +51.1%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 16 $4M
2024 1 17 $4M

Drs. Beto & Bogardus filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$663K
Employer EIN611102975
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Drs. Beto & Bogardus 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Drs. Beto & Bogardus 401(k) Profit Sharing Plan, Total assets ($B): 0.004166003 · Participants: 17Drs. Beto & Bogardus 401(k) Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Drs. Beto & Bogardus 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Drs. Beto & Bogardus 401(k) Profit Sharing Plan side-by-side with 3 peers →

Drs. Beto & Bogardus 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is D & H Company 401(k) Plan in MS ($4M); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Drs. Beto & Bogardus 401(k) Profit Sharing Plan assets move in 2024? ▼
Drs. Beto & Bogardus 401(k) Profit Sharing Plan grew sharply - up 18.9% during 2024, from $4M to $4M. Reported net income was $663K.
How have Drs. Beto & Bogardus plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Drs. Beto & Bogardus's sponsor-wide assets grew 51.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Drs. Beto & Bogardus 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is D & H Company 401(k) Plan in MS ($4M, 479 participants).
Which 401(k) plans cover a similar participant headcount to Drs. Beto & Bogardus 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants, $343K 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 611102975.

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.