401(k) · DOL Form 5500 · 2024

Bozicevic, Field & Francis LLP 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
66
Participants Small participant base
72nd
Percentile by assets National rank
$328,193
Avg per participant High balance/head
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Official DOL plan name: Bozicevic, Field & Francis Retirement Savings Plan · Sponsored by Bozicevic, Field & Francis LLP · California · Professional & Technical Services

$22M in assets, 66 participants

Bozicevic, Field & Francis LLP's Bozicevic, Field & Francis Retirement Savings Plan reported $22M in total assets and 66 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,358 in Professional & Technical Services (20,173 peers)

Bozicevic, Field & Francis LLP multi-year trail

Bozicevic, Field & Francis LLP's plans moved +59.9% in assets from 2022 to 2024; this filing shows Bozicevic, Field & Francis Retirement Savings Plan at $22M / 66 participants.

#14,358
in Professional & Technical Services (20,173 peers)
+23.6%
assets growth YoY

Bozicevic, Field & Francis Retirement Savings Plan's outsized position by total assets

Bozicevic, Field & Francis Retirement Savings Plan vs every filed plan by assets

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

$21,660,751 Top 28% higher than 72% 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

Bozicevic, Field & Francis Retirement Savings 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. Bozicevic, Field & Francis Retirement Savings Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bozicevic, Field & Francis Retirement Savings Plan end-of-year assets rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Bozicevic, Field & Francis Retirement Savings Plan reported participants rose from 56 in the plan year 2023 filing to 66 in the plan year 2024 filing.
  • Bozicevic, Field & Francis Retirement Savings Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 770500092 · Bozicevic, Field & Francis LLP PY 2024 · 401(k)

Bozicevic, Field & Francis Retirement Savings Plan · $22M · 66 · 72nd

  • VS-ST $22M
  • BOY 66
  • SCH 72nd
  • EBSA 401(k)
  • PART near Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Risewell Community Services, Inc.
  • TYPE ind #14358

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 California →

Bozicevic, Field & Francis Retirement Savings Plan in the asset neighbourhood

Bozicevic, Field & Francis Retirement Savings PlanBozicevic, Field & Francis R…$22MSafe-Harbor 401(k) Profit-Sharing Plan for Employees of Risewell Community Services, Inc.Safe-Harbor 401(k) Profit-Sh…$22MAmberwell Health 401(k) Plan$22MKaleo, Inc. 401(k) Plan$22MRoehl Corporation Incentive Savings PlanRoehl Corporation Incentive …$22M
End-of-year total assets ($M) among Bozicevic, Field & Francis Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bozicevic, Field & Francis LLP multi-year asset trail

Sponsor-wide plan assets over time

All Bozicevic, Field & Francis LLP plans reported in each filing year

Latest sponsor-wide plan assets
$22M 59.902619285358995% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.6M $21.7M ▲ +59.9%
Year Plans Participants Total Assets
2022 1 59 $14M
2023 1 56 $18M
2024 1 66 $22M

Bozicevic, Field & Francis LLP filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN770500092
Plan Effective Date2002-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Bozicevic, Field & Francis Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bozicevic, Field & Francis Retirement Savings Plan, Total assets ($B): 0.021660751 · Participants: 66Bozicevic, Field & Francis Retirement Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Bozicevic, Field & Francis Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bozicevic, Field & Francis Retirement Savings Plan side-by-side with 3 peers →

Bozicevic, Field & Francis Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Risewell Community Services, Inc. in NY ($22M); by covered participants it is Intrinsix Corp. 401(k) Plan in MA (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 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 Bozicevic, Field & Francis Retirement Savings Plan assets move in 2024? ▼
Bozicevic, Field & Francis Retirement Savings Plan grew sharply - up 23.6% during 2024, from $18M to $22M. Reported net income was $4M.
How have Bozicevic, Field & Francis LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bozicevic, Field & Francis LLP's sponsor-wide assets grew 59.9%, from $14M to $22M.
Which 401(k) plans are similar in size to Bozicevic, Field & Francis Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Risewell Community Services, Inc. in NY ($22M, 772 participants).
Which 401(k) plans cover a similar participant headcount to Bozicevic, Field & Francis Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intrinsix Corp. 401(k) Plan in MA (66 participants, N/A 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 770500092.

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.