Defined Benefit (Pension) · DOL Form 5500 · 2024
Bogie Investment Group, Inc. Pension Plan
Data updated 2026-08-11
- $1M
- Total assets
- 5
- Participants
- 25th
- Percentile by assets
- $255,120
- Avg per participant
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.
- 25th percentile by assets (of 123,622 plans)
- #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.
- $1M
- total plan assets (2024 EOY)
- 5
- covered participants
- 25th
- percentile by assets (of 123,622 plans)
- $255,120
- avg assets per participant
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.
Bogie Investment Group, Inc. across 3 plan years on file
Across the 3 plan years Bogie Investment Group, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $1M to $1M, a gain of 11.1%, while reported participants moved from 4 to 5 (+25.0%). Peak year by sponsor assets: 2024 ($1M); trough: 2022 ($1M).
Bogie Investment Group, Inc. multi-year asset trail
| 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 EIN | 471644886 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING 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
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Bogie Investment Group, Inc. Cash Balance Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Bogie Investment Group, Inc. Cash Balance Plan's numbers.
- By total assets, Bogie Investment Group, Inc. Cash Balance Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Bogie Investment Group, Inc.'s sponsor-wide assets have grown 11.1% since 2022 across 3 plan years on file. More Real Estate plans