Profit Sharing · DOL Form 5500 · 2024

C.G. Boerner, LLC Profit Sharing Plan

Data updated 2026-08-25

$651K
Total assets Small plan by assets
1
Participants Small participant base
20th
Percentile by assets National rank
$650,954
Avg per participant High balance/head
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Official DOL plan name: C.G. Boerner, LLC Retirement Plan · Sponsored by C.G. Boerner, LLC · New York · Wholesale Trade

$651K in assets, 1 participants

C.G. Boerner, LLC's C.G. Boerner, LLC Retirement Plan reported $651K 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.

  • #616 in Wholesale Trade (6,080 peers)

C.G. Boerner, LLC multi-year trail

C.G. Boerner, LLC's plans moved +21.7% in assets from 2022 to 2024; this filing shows C.G. Boerner, LLC Retirement Plan at $651K / 1 participant.

#616
in Wholesale Trade (6,080 peers)
+9.5%
assets growth YoY

C.G. Boerner, LLC Retirement Plan among the smaller filed plans by assets

C.G. Boerner, LLC Retirement Plan vs every filed plan by assets

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

$650,954 20th percentile higher than 20% 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

C.G. Boerner, LLC 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. C.G. Boerner, LLC Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • C.G. Boerner, LLC Retirement Plan end-of-year assets rose from $594K in the plan year 2023 filing to $651K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 061747690 · C.G. Boerner, LLC PY 2024 · Profit Sharing

C.G. Boerner, LLC Retirement Plan · $651K · 1 · 20th

  • BOY $651K
  • SCH 1
  • EBSA 20th
  • PART Profit Sharing
  • TYPE near Espacio One Inc. Retirement Plan
  • NET ind #616

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 Wholesale Trade retirement plans → · Plans in New York →

C.G. Boerner, LLC Retirement Plan in the asset neighbourhood

C.G. Boerner, LLC Retirement PlanC.G. Boerner, LLC Retirement…$651KEspacio One Inc. Retirement PlanEspacio One Inc. Retirement …$651KRcm Wellness Incorporated Profit Sharing PlanRcm Wellness Incorporated Pr…$651KJohn S. Crawford Profit Sharing PlanJohn S. Crawford Profit Shar…$651KSmiles by Gtem, Inc. Retirement PlanSmiles by Gtem, Inc. Retirem…$651K
End-of-year total assets ($M) among C.G. Boerner, LLC Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

C.G. Boerner, LLC multi-year asset trail

Sponsor-wide plan assets over time

All C.G. Boerner, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$651K 21.66932389317015% vs 2022
2024 filing year
$0.5M$0.55M$0.6M$0.65M$0.7M 202220232024 $0.54M $0.65M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 1 $535K
2023 1 1 $594K
2024 1 1 $651K

C.G. Boerner, LLC filing trail (2024)

Total Assets (Beginning of Year)$594K
Net Assets (End of Year)$651K
Net Income$57K
Employer EIN061747690
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

C.G. Boerner, LLC Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants C.G. Boerner, LLC Retirement Plan, Total assets ($B): 0.000650954 · Participants: 1C.G. Boerner, LLC Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
C.G. Boerner, LLC Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare C.G. Boerner, LLC Retirement Plan side-by-side with 3 peers →

C.G. Boerner, LLC Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Espacio One Inc. Retirement Plan in FL ($651K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($651K here).

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.

Frequently Asked Questions

How did C.G. Boerner, LLC Retirement Plan assets move in 2024? ▼
C.G. Boerner, LLC Retirement Plan grew at a solid clip - up 9.5% during 2024, from $594K to $651K. Reported net income was $57K.
How have C.G. Boerner, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C.G. Boerner, LLC's sponsor-wide assets grew 21.7%, from $535K to $651K.
Where does C.G. Boerner, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
C.G. Boerner, LLC Retirement Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to C.G. Boerner, LLC Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Espacio One Inc. Retirement Plan in FL ($651K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to C.G. Boerner, LLC Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 061747690.

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.