Defined Benefit (Pension) · DOL Form 5500 · 2024

Bogie Investment Group, Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
25th
Percentile by assets National rank
$255,120
Avg per participant Above avg balance/head
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Official DOL plan name: Bogie Investment Group, Inc. Cash Balance Plan · Sponsored by Bogie Investment Group, Inc. · California · Real Estate

$1M in assets, 5 participants

Bogie Investment Group, Inc.'s Bogie Investment Group, Inc. Cash Balance Plan reported $1M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,970 in Real Estate (4,605 peers)

Bogie Investment Group, Inc. multi-year trail

Bogie Investment Group, Inc.'s plans moved +11.1% in assets from 2022 to 2024; this filing shows Bogie Investment Group, Inc. Cash Balance Plan at $1M / 5 participants.

#1,970
in Real Estate (4,605 peers)
+5.6%
assets growth YoY

Bogie Investment Group, Inc. Cash Balance Plan among the smaller filed plans by assets

Bogie Investment Group, Inc. Cash Balance Plan vs every filed plan by assets

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

$1,275,599 25th percentile higher than 25% 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

Bogie Investment Group, Inc. Cash Balance Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bogie Investment Group, Inc. Cash Balance Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bogie Investment Group, Inc. Cash Balance Plan reported net income rose from $60K in the plan year 2023 filing to $68K in the plan year 2024 filing.
  • Bogie Investment Group, Inc. Cash Balance Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 471644886 · Bogie Investment Group, Inc. PY 2024 · Defined Benefit (Pension)

Bogie Investment Group, Inc. Cash Balance Plan · $1M · 5 · 25th

  • EOY $1M
  • EOY 5
  • EOY 25th
  • EOY Defined Benefit (Pension)
  • EOY near Avenida Investments 1, LLC Defined Benefit Plan
  • EOY ind #1970

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 Real Estate retirement plans → · Plans in California →

Bogie Investment Group, Inc. Cash Balance Plan in the asset neighbourhood

Bogie Investment Group, Inc. Cash Balance PlanBogie Investment Group, Inc.…$1MCypress Hills Cemetery Pension PlanCypress Hills Cemetery Pensi…$1MNefarius Inc. Defined Benefit Pension PlanNefarius Inc. Defined Benefi…$1MLocal 150 Hotel and Industry Pension PlanLocal 150 Hotel and Industry…$1MAvenida Investments 1, LLC Defined Benefit PlanAvenida Investments 1, LLC D…$1M
End-of-year total assets ($M) among Bogie Investment Group, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Bogie Investment Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bogie Investment Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 11.135128259413081% vs 2022
2024 filing year
$1.1M$1.15M$1.2M$1.25M$1.3M 202220232024 $1.15M $1.28M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 5 $1M
2024 1 5 $1M

Bogie Investment Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$68K
Employer EIN471644886
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bogie Investment Group, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Bogie Investment Group, Inc. Cash Balance Plan, Total assets ($B): 0.001275599 · Participants: 5Bogie Investment Group, Inc. Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Bogie Investment Group, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Bogie Investment Group, Inc. Cash Balance Plan side-by-side with 3 peers →

Bogie Investment Group, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Avenida Investments 1, LLC Defined Benefit Plan in NV ($1M); by covered participants it is Alan Tajerstein Pension Plan in NY (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Bogie Investment Group, Inc. Cash Balance Plan assets move in 2024? ▼
Bogie Investment Group, Inc. Cash Balance Plan grew at a solid clip - up 5.6% during 2024, from $1M to $1M. Reported net income was $68K.
How have Bogie Investment Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bogie Investment Group, Inc.'s sponsor-wide assets grew 11.1%, from $1M to $1M.
Where does Bogie Investment Group, Inc. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Bogie Investment Group, Inc. Cash Balance Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bogie Investment Group, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Avenida Investments 1, LLC Defined Benefit Plan in NV ($1M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bogie Investment Group, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alan Tajerstein Pension Plan in NY (5 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 471644886.

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.