401(k) · DOL Form 5500 · 2024
Boehm Investments Inc. 401(k) Plan
Data updated 2026-08-25
- $696K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 20th
- 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. · Colorado · 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 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #1,619 in Real Estate (4,605 peers)
What the 2024 filing shows
Boehm Investments Retirement Plan holds $696K for 1 participant - about $696,014 per participant, among the smaller plans by assets on file.
- #1,619
- in Real Estate (4,605 peers)
- +0.0%
- assets growth YoY
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 2024 · DOL Form 5500
$696,014 20th percentile higher than 20% 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 Investments Retirement 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 Investments Retirement Plan is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 861821827 · Boehm Investments Inc. PY 2024 · 401(k)
Boehm Investments Retirement Plan · $696K · 1 · 20th
- RANK $696K
- RANK 1
- RANK 20th
- RANK 401(k)
- RANK near Roy and Associates, PC 401(k) Plan
- RANK ind #1619
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 Colorado →
Boehm Investments Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $696K |
|---|---|
| Net Assets (End of Year) | $696K |
| 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 Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Boehm Investments Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Roy and Associates, PC 401(k) Plan in PA ($696K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($696K here).
- Roy and Associates, PC 401(k) Plan (PA) $696K · 9
- Shc 401(k) (PA) $696K · 1
- Nick Camarata, Dds 401(k) Plan (TX) $696K · 8
- Amy Cakes, Inc. 401(k) Profit Sharing Plan (OH) $696K · 17
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.