401(k) · DOL Form 5500 · 2023

Bock Ventures Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
26th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Bock Ventures Retirement Plan · Sponsored by Bock Ventures Inc · Florida · Healthcare & Social Assistance

$1M in assets, 1 participants

Bock Ventures Inc's Bock Ventures Retirement Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,941 in Healthcare & Social Assistance (17,684 peers)

Bock Ventures Inc multi-year trail

Bock Ventures Inc's plans moved +282.8% in assets from 2022 to 2024; this filing shows Bock Ventures Retirement Plan at $1M / 1 participant.

#3,941
in Healthcare & Social Assistance (17,684 peers)
+282.8%
assets growth YoY

Bock Ventures Retirement Plan among the smaller filed plans by assets

Bock Ventures Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,284,626 26th percentile higher than 26% of 127,068 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 2023

Bock Ventures Retirement 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. Bock Ventures Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bock Ventures Retirement Plan reported net income rose from -$12K in the plan year 2022 filing to $949K in the plan year 2023 filing.
  • Bock Ventures Retirement Plan end-of-year assets rose from $336K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 862358072 · Bock Ventures Inc PY 2023 · 401(k)

Bock Ventures Retirement Plan · $1M · 1 · 26th

  • EIN $1M
  • RANK 1
  • PHOTO 26th
  • IND 401(k)
  • EOY near Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust
  • 5500 ind #3941

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 Florida →

Bock Ventures Retirement Plan in the asset neighbourhood

Bock Ventures Retirement Plan$1MOakes & Fosher LLC 401(k) Profit Sharing Plan & TrustOakes & Fosher LLC 401(k) Pr…$1MKabobjo Foods, Inc. 401(k) PlanKabobjo Foods, Inc. 401(k) P…$1MStillwater Construction Group, LLC 401(k) PlanStillwater Construction Grou…$1MG H Insurance & Financial Services Retirement PlanG H Insurance & Financial Se…$1M
End-of-year total assets ($M) among Bock Ventures Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bock Ventures Inc multi-year asset trail

Sponsor-wide plan assets over time

All Bock Ventures Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 282.7552096679041% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.34M $1.28M ▲ +276.5%
Year Plans Participants Total Assets
2022 1 1 $336K
2023 1 1 $1M
2024 1 1 $1M

Bock Ventures Inc filing trail (2023)

Total Assets (Beginning of Year)$336K
Net Assets (End of Year)$1M
Net Income$949K
Employer EIN862358072
Plan Effective Date2021-03-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Bock Ventures Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bock Ventures Retirement Plan, Total assets ($B): 0.001284626 · Participants: 1Bock Ventures Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Bock Ventures Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bock Ventures Retirement Plan side-by-side with 3 peers →

Bock Ventures Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust in MO ($1M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bock Ventures Retirement Plan assets move in 2023? ▼
Bock Ventures Retirement Plan surged - up 282.8% during 2023, from $336K to $1M. Reported net income was $949K.
How have Bock Ventures Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bock Ventures Inc's sponsor-wide assets grew 282.8%, from $336K to $1M.
Which 401(k) plans are similar in size to Bock Ventures Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust in MO ($1M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Bock Ventures Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 862358072.

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.