Profit Sharing · DOL Form 5500 · 2024

Bogart Business Management, an Accountancy Corporation Profit Sharing Plan

Data updated 2026-08-25

$224K
Total assets Small plan by assets
1
Participants Small participant base
11th
Percentile by assets National rank
$223,861
Avg per participant Above avg balance/head
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Official DOL plan name: Bogart Business Management, an Accountancy Corporation Profit Sharing Plan · Sponsored by Bogart Business Management, an Accountancy Corporation · California · Professional & Technical Services

$224K in assets, 1 participants

Bogart Business Management, an Accountancy Corporation's Bogart Business Management, an Accountancy Corporation Profit Sharing Plan reported $224K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,809 in Professional & Technical Services (20,173 peers)

Bogart Business Management, an Accountancy Corporation multi-year trail

Bogart Business Management, an Accountancy Corporation's plans moved +10.0% in assets from 2022 to 2024; this filing shows Bogart Business Management, an Accountancy Corporation Profit Sharing Plan at $224K / 1 participant.

#1,809
in Professional & Technical Services (20,173 peers)
+5.1%
assets growth YoY

Bogart Business Management, an Accountancy Corporation Profit Sharing Plan among the smaller filed plans by assets

Bogart Business Management, an Accountancy Corporation Profit Sharing Plan vs every filed plan by assets

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

$223,861 11th percentile higher than 11% 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

Bogart Business Management, an Accountancy Corporation 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. Bogart Business Management, an Accountancy Corporation Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bogart Business Management, an Accountancy Corporation Profit Sharing Plan reported net income rose from $10K in the plan year 2023 filing to $11K in the plan year 2024 filing.
  • Bogart Business Management, an Accountancy Corporation Profit Sharing Plan end-of-year assets rose from $213K in the plan year 2023 filing to $224K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 954510522 · Bogart Business Management, an Accountancy Corporation PY 2024 · Profit Sharing

Bogart Business Management, an Accountancy Corporation Profit Sharing Plan · $224K · 1 · 11th

  • PHOTO $224K
  • PHOTO 1
  • PHOTO 11th
  • PHOTO Profit Sharing
  • PHOTO near The Grape Escape Winery Inc. Retirement Plan
  • PHOTO ind #1809

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 California →

Bogart Business Management, an Accountancy Corporation Profit Sharing Plan in the asset neighbourhood

Bogart Business Management, an Accountancy Corporation Profit Sharing PlanBogart Business Management, …$224KThe Grape Escape Winery Inc. Retirement PlanThe Grape Escape Winery Inc.…$224KMagpie Ventures Incorporated Profit Sharing PlanMagpie Ventures Incorporated…$224KDailey Holdings Inc. Retirement PlanDailey Holdings Inc. Retirem…$224KTw Miles 7, Inc. Retirement PlanTw Miles 7, Inc. Retirement …$224K
End-of-year total assets ($M) among Bogart Business Management, an Accountancy Corporation Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Bogart Business Management, an Accountancy Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Bogart Business Management, an Accountancy Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$224K 10.022165538730714% vs 2022
2024 filing year
$0.19M$0.2M$0.21M$0.22M$0.23M 202220232024 $0.2M $0.22M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 2 $203K
2023 1 1 $213K
2024 1 1 $224K

Bogart Business Management, an Accountancy Corporation filing trail (2024)

Total Assets (Beginning of Year)$213K
Net Assets (End of Year)$224K
Net Income$11K
Employer EIN954510522
Plan Effective Date1995-01-04
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Bogart Business Management, an Accountancy Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Bogart Business Management, an Accountancy Corporation Profit Sharing Plan, Total assets ($B): 0.000223861 · Participants: 1Bogart Business Management, an Accountancy Corporation Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Bogart Business Management, an Accountancy Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Bogart Business Management, an Accountancy Corporation Profit Sharing Plan side-by-side with 3 peers →

Bogart Business Management, an Accountancy Corporation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is The Grape Escape Winery Inc. Retirement Plan in NJ ($224K); 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.

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 Bogart Business Management, an Accountancy Corporation Profit Sharing Plan assets move in 2024? ▼
Bogart Business Management, an Accountancy Corporation Profit Sharing Plan grew at a solid clip - up 5.1% during 2024, from $213K to $224K. Reported net income was $11K.
How have Bogart Business Management, an Accountancy Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bogart Business Management, an Accountancy Corporation's sponsor-wide assets grew 10.0%, from $203K to $224K.
Where does Bogart Business Management, an Accountancy Corporation Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bogart Business Management, an Accountancy Corporation Profit Sharing Plan ranks in the 11th 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 Bogart Business Management, an Accountancy Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Grape Escape Winery Inc. Retirement Plan in NJ ($224K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Bogart Business Management, an Accountancy Corporation Profit Sharing 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 954510522.

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.