401(k) · DOL Form 5500 · 2024
Boehm, Kurtz & Lowry 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $1.7M
- Avg per participant High balance/head
Official DOL plan name: Boehm, Kurtz & Lowry Profit Sharing Plan · Sponsored by Boehm, Kurtz & Lowry · Ohio · Professional & Technical Services
$10M in assets, 6 participants
Boehm, Kurtz & Lowry's Boehm, Kurtz & Lowry Profit Sharing Plan reported $10M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #10,904 in Professional & Technical Services (20,173 peers)
Boehm, Kurtz & Lowry multi-year trail
Boehm, Kurtz & Lowry's plans moved +32.5% in assets from 2022 to 2024; this filing shows Boehm, Kurtz & Lowry Profit Sharing Plan at $10M / 6 participants.
- #10,904
- in Professional & Technical Services (20,173 peers)
- +16.2%
- assets growth YoY
Boehm, Kurtz & Lowry Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Boehm, Kurtz & Lowry Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,039,516 Top 44% higher than 56% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Boehm, Kurtz & Lowry Profit Sharing 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. Boehm, Kurtz & Lowry Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Boehm, Kurtz & Lowry Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Boehm, Kurtz & Lowry Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 311300681 · Boehm, Kurtz & Lowry PY 2024 · 401(k)
Boehm, Kurtz & Lowry Profit Sharing Plan · $10M · 6 · 56th
- 5500 $10M
- 5500 6
- 5500 56th
- 5500 401(k)
- 5500 near Ptmw, Inc. 401(k) Retirement Plan
- 5500 ind #10904
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 Ohio →
Boehm, Kurtz & Lowry Profit Sharing Plan in the asset neighbourhood
Boehm, Kurtz & Lowry multi-year asset trail
Sponsor-wide plan assets over time
All Boehm, Kurtz & Lowry plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 32.46222467573558% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $8M |
| 2023 | 1 | 6 | $9M |
| 2024 | 1 | 6 | $10M |
Boehm, Kurtz & Lowry filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 311300681 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Boehm, Kurtz & Lowry Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Ptmw, Inc. 401(k) Retirement Plan in KS ($10M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Ptmw, Inc. 401(k) Retirement Plan (KS) $10M · 367
- Mud Pie, LLC 401(k) Plan (GA) $10M · 111
- Wick Communications Co. Section 401(k) Ret (AZ) $10M · 282
- Neset Consulting Service Inc. 401(k) Profit Sharing Plan (ND) $10M · 185
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.