401(k) · DOL Form 5500 · 2023
Boehm Investments Inc. 401(k) Plan
Data updated 2026-08-25
- $696K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $696,014
- Avg per participant High balance/head
Official DOL plan name: Boehm Investments Retirement Plan · Sponsored by Boehm Investments Inc. · Wyoming · Real Estate
$696K in assets, 1 participants
Boehm Investments Inc.'s Boehm Investments Retirement Plan reported $696K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #1,705 in Real Estate (4,727 peers)
What the 2023 filing shows
Boehm Investments Retirement Plan holds $696K for 1 participant - about $696,014 per participant, among the smaller plans by assets on file.
- #1,705
- in Real Estate (4,727 peers)
- -7.2%
- assets change YoY
The plan reported a net loss of $54K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Boehm Investments Retirement Plan among the smaller filed plans by assets
Boehm Investments Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$696,014 21st percentile higher than 21% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Boehm Investments 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. Boehm Investments Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Boehm Investments Retirement Plan reported net income fell from -$10K in the plan year 2022 filing to -$54K in the plan year 2023 filing.
- Boehm Investments Retirement Plan end-of-year assets fell from $750K in the plan year 2022 filing to $696K in the plan year 2023 filing.
DOL schedule card
Filing strip 861821827 · Boehm Investments Inc. PY 2023 · 401(k)
Boehm Investments Retirement Plan · $696K · 1 · 21st
- NET $696K
- NET 1
- NET 21st
- NET 401(k)
- NET near Calligari & Associates, LLC, Cross-Tested 401(k) Profit Sharing Plan
- NET ind #1705
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 Wyoming →
Boehm Investments Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $750K |
|---|---|
| Net Assets (End of Year) | $696K |
| Net Income | -$54K |
| Employer EIN | 861821827 |
| Plan Effective Date | 2021-02-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Boehm Investments Inc.)
Sponsor-wide plan assets over time
All Boehm Investments Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $696K 7.198133333333333% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $750K |
| 2023 | 1 | 1 | $696K |
| 2024 | 1 | 1 | $696K |
Nearby 401(k) Plans in Wyoming
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Admiral Beverage Corporation 401(k) Plan $156M · 1,354
- Wyoming Machinery Company Profit Sharing 401(k) Plan $136M · 728
- Trihydro Corporation 401(k) Plan $103M · 539
- True Companies Employees' 401(k) Savings Plan $63M · 950
- Neiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust $44M · 493
Boehm Investments Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wyoming, the nearest 401(k) by assets is Calligari & Associates, LLC, Cross-Tested 401(k) Profit Sharing Plan in CA ($696K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($696K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.