401(k) · DOL Form 5500 · 2024
Boehl Stopher & Graves, LLP 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 52
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $315,408
- Avg per participant High balance/head
Official DOL plan name: Boehl Stopher & Graves Amended and Restated Retirement Savings Plan · Sponsored by Boehl Stopher & Graves, LLP · Kentucky · Professional & Technical Services
$16M in assets, 52 participants
Boehl Stopher & Graves, LLP's Boehl Stopher & Graves Amended and Restated Retirement Savings Plan reported $16M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #13,191 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Boehl Stopher & Graves Amended and Restated Retirement Savings Plan holds $16M for 52 participants - about $315,408 per participant, above the median plan by assets.
- #13,191
- in Professional & Technical Services (20,173 peers)
- -5.6%
- assets change YoY
The plan reported a net loss of $970K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Boehl Stopher & Graves Amended and Restated Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers
Boehl Stopher & Graves Amended and Restated Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,401,211 Top 34% higher than 66% 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
Boehl Stopher & Graves Amended and Restated Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boehl Stopher & Graves Amended and Restated Retirement Savings Plan is a small filing (52 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Boehl Stopher & Graves Amended and Restated Retirement Savings Plan reported net income fell from $707K in the plan year 2023 filing to -$970K in the plan year 2024 filing.
- Boehl Stopher & Graves Amended and Restated Retirement Savings Plan reported participants fell from 60 in the plan year 2023 filing to 52 in the plan year 2024 filing.
- Boehl Stopher & Graves Amended and Restated Retirement Savings Plan end-of-year assets fell from $17M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 610465580 · Boehl Stopher & Graves, LLP PY 2024 · 401(k)
Boehl Stopher & Graves Amended and Restated Retirement Savings Plan · $16M · 52 · 66th
- PCT $16M
- PCT 52
- PCT 66th
- PCT 401(k)
- PCT near Spl, Inc. 401(k) Profit Sharing Plan
- PCT ind #13191
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 Kentucky →
Boehl Stopher & Graves Amended and Restated Retirement Savings Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$970K |
| Employer EIN | 610465580 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Boehl Stopher & Graves, LLP)
Sponsor-wide plan assets over time
All Boehl Stopher & Graves, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 1.5769685988301605% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 68 | $17M |
| 2023 | 1 | 60 | $17M |
| 2024 | 1 | 52 | $16M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Boehl Stopher & Graves Amended and Restated Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Spl, Inc. 401(k) Profit Sharing Plan in TX ($16M); by covered participants it is Aceco Machine Works, Inc. 401(k) Plan in ID (52 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Spl, Inc. 401(k) Profit Sharing Plan (TX) $16M · 538
- Mcrv, Inc. 401(k) Retirement Plan (TX) $16M · 228
- Esperanza Health Centers 401(k) Plan (IL) $16M · 350
- Boundless Enterprises, LLC 401(k) Plan (NE) $16M · 579
Similar participant headcount
Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.
- Aceco Machine Works, Inc. 401(k) Plan (ID) 52 · 0 off
- Epic Shine 401(k) Plan (ID) 52 · 0 off
- Blakeman Transportation 401(k) Profit Sharing Plan (TX) 52 · 0 off
- Udall Shumway PLC 401(k) Profit Sharing Plan (AZ) 52 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.