401(k) · DOL Form 5500 · 2024
Blachly Tabor Bozik & Hartman, LLC 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $584,028
- Avg per participant High balance/head
Official DOL plan name: Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust · Sponsored by Blachly Tabor Bozik & Hartman, LLC · Indiana · Professional & Technical Services
$13M in assets, 22 participants
Blachly Tabor Bozik & Hartman, LLC's Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust reported $13M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #12,096 in Professional & Technical Services (20,173 peers)
Blachly Tabor Bozik & Hartman, LLC multi-year trail
Blachly Tabor Bozik & Hartman, LLC's plans moved +19.1% in assets from 2022 to 2024; this filing shows Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust at $13M / 22 participants.
- #12,096
- in Professional & Technical Services (20,173 peers)
- +6.9%
- assets growth YoY
Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,848,608 Top 39% higher than 61% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust reported net income fell from $1M in the plan year 2023 filing to $830K in the plan year 2024 filing.
- Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 351069713 · Blachly Tabor Bozik & Hartman, LLC PY 2024 · 401(k)
Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust · $13M · 22 · 61st
- TYPE $13M
- NET 22
- BOOK 61st
- VS-ST 401(k)
- BOY near Wpt Enterprises, Inc. 401(k) Plan
- SCH ind #12096
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 Indiana →
Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust in the asset neighbourhood
Blachly Tabor Bozik & Hartman, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Blachly Tabor Bozik & Hartman, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 19.08992096299591% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $11M |
| 2023 | 1 | 22 | $12M |
| 2024 | 1 | 22 | $13M |
Blachly Tabor Bozik & Hartman, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $830K |
| Employer EIN | 351069713 |
| Plan Effective Date | 1968-06-20 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Blachly, Tabor, Bozik & Hartman 401(k) Salary Reduction Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Wpt Enterprises, Inc. 401(k) Plan in CA ($13M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
- Reed & Witting Company Profit Sharing Plan (PA) 22 · 0 off
- Lycera Corp 401(k) Plan (PA) 22 · 0 off
- H3meier Corporation 401(k) Plan (NE) 22 · 0 off
- Ben Rentals Inc. 401(k) Profit Sharing Plan and Trust (NY) 22 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.