401(k) · DOL Form 5500 · 2024

Boardman & Clark LLP 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
112
Participants Small participant base
88th
Percentile by assets National rank
$636,325
Avg per participant High balance/head
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Official DOL plan name: Retirement Savings Plan of Boardman & Clark LLP · Sponsored by Boardman & Clark LLP · Wisconsin · Professional & Technical Services

$71M in assets, 112 participants

Boardman & Clark LLP's Retirement Savings Plan of Boardman & Clark LLP reported $71M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #17,905 in Professional & Technical Services (20,173 peers)

Coverage in Wisconsin

Retirement Savings Plan of Boardman & Clark LLP covers 112 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $71M.

#17,905
in Professional & Technical Services (20,173 peers)
+3.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Retirement Savings Plan of Boardman & Clark LLP's outsized position by total assets

Retirement Savings Plan of Boardman & Clark LLP vs every filed plan by assets

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

$71,268,361 Top 12% higher than 88% 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

Retirement Savings Plan of Boardman & Clark LLP among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Savings Plan of Boardman & Clark LLP sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Savings Plan of Boardman & Clark LLP reported net income fell from $9M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Retirement Savings Plan of Boardman & Clark LLP reported participants rose from 108 in the plan year 2023 filing to 112 in the plan year 2024 filing.
  • Retirement Savings Plan of Boardman & Clark LLP end-of-year assets rose from $69M in the plan year 2023 filing to $71M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 453866466 · Boardman & Clark LLP PY 2024 · 401(k)

Retirement Savings Plan of Boardman & Clark LLP · $71M · 112 · 88th

  • EOY $71M
  • EOY 112
  • EOY 88th
  • EOY 401(k)
  • EOY near Johnson, Pope Profit Sharing Plan and Trust
  • EOY ind #17905

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 Wisconsin →

Retirement Savings Plan of Boardman & Clark LLP in the asset neighbourhood

Johnson, Pope Profit Sharing Plan and TrustJohnson, Pope Profit Sharing…$71MBedford Industries, Inc. Salary Savings PlanBedford Industries, Inc. Sal…$71MAmsted Retirement Savings Plan for Bargaining EmployeesAmsted Retirement Savings Pl…$71MRetirement Savings Plan of Boardman & Clark LLPRetirement Savings Plan of B…$71MConsumer Portfolio Services, Inc. 401(k) PlanConsumer Portfolio Services,…$71M
End-of-year total assets ($M) among Retirement Savings Plan of Boardman & Clark LLP and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$71M
Net Income$2M
Employer EIN453866466
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boardman & Clark LLP)

Sponsor-wide plan assets over time

All Boardman & Clark LLP plans reported in each filing year

Latest sponsor-wide plan assets
$71M 19.776376547000755% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $59.5M $71.3M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 97 $60M
2023 1 108 $69M
2024 1 112 $71M

Nearby 401(k) Plans in Wisconsin

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

Retirement Savings Plan of Boardman & Clark LLP vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Retirement Savings Plan of Boardman & Clark LLP, Total assets ($B): 0.071268361 · Participants: 112Retirement Savings Plan of Boardman & Clark LLPAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Retirement Savings Plan of Boardman & Clark LLP vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Retirement Savings Plan of Boardman & Clark LLP side-by-side with 3 peers →

Retirement Savings Plan of Boardman & Clark LLP's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Johnson, Pope Profit Sharing Plan and Trust in FL ($71M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Retirement Savings Plan of Boardman & Clark LLP assets move in 2024? ▼
Retirement Savings Plan of Boardman & Clark LLP edged up modestly - up 3.4% during 2024, from $69M to $71M. Reported net income was $2M.
How have Boardman & Clark LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boardman & Clark LLP's sponsor-wide assets grew 19.8%, from $60M to $71M.
Where does Retirement Savings Plan of Boardman & Clark LLP rank by assets among Form 5500 filers? ▼
Retirement Savings Plan of Boardman & Clark LLP ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Retirement Savings Plan of Boardman & Clark LLP? ▼
Among 401(k) plans in other states, the closest by assets is Johnson, Pope Profit Sharing Plan and Trust in FL ($71M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Savings Plan of Boardman & Clark LLP? ▼
Among 401(k) plans in other states, the closest by covered participants is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 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 453866466.

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.