Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Bosma Industries for the Blind, Inc. 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bosma Industries for the Blind · Indiana · Healthcare & Social Assistance

What the 2023 filing shows

Bosma Industries for the Blind, Inc. 403(b) Plan holds $9M for 165 participants — about $52,232 per participant, up 21.8% over the 2023 plan year.

$9M
total plan assets (2023 EOY)
165
covered participants
$52,232
avg assets per participant
+21.8%
assets growth YoY
Total Assets (2023)
$9M
Participants
165
State
Industry
Healthcare & Social Assistance

What the Filing Says About Bosma Industries for the Blind, Inc. 403(b) Plan

Bosma Industries for the Blind, Inc. 403(b) Plan is a Profit Sharing retirement plan sponsored by Bosma Industries for the Blind, headquartered in Indiana. As of the 2023 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 165 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 311246086, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2023 to $9M at year-end — a gain of 21.8%. Net assets (after liabilities) closed the year at $9M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$7M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$2M
Plan TypeProfit Sharing
Employer EIN311246086
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bosma Industries for the Blind)

Year Plans Participants Total Assets
2022 1 182 $7M
2023 1 165 $9M
2024 2 392 $19M

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Frequently Asked Questions

How much money is in the Bosma Industries for the Blind, Inc. 403(b) Plan?
As of the 2023 Form 5500 filing, Bosma Industries for the Blind, Inc. 403(b) Plan holds $9M in total assets with 165 participants. It is sponsored by Bosma Industries for the Blind.
What type of plan is Bosma Industries for the Blind, Inc. 403(b) Plan?
Bosma Industries for the Blind, Inc. 403(b) Plan is a Profit Sharing plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 311246086.
Who sponsors the Bosma Industries for the Blind, Inc. 403(b) Plan?
Bosma Industries for the Blind, Inc. 403(b) Plan is sponsored by Bosma Industries for the Blind, located in Indiana. The sponsor's EIN is 311246086 and the plan operates in the Healthcare & Social Assistance industry.
How did Bosma Industries for the Blind, Inc. 403(b) Plan perform in 2023?
Bosma Industries for the Blind, Inc. 403(b) Plan grew by 21.8% during 2023, moving from $7M to $9M in total assets. Net income was $2M.
Where can I find official filings for Bosma Industries for the Blind, Inc. 403(b) Plan?
Official Form 5500 filings for Bosma Industries for the Blind, Inc. 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 311246086 or plan name at efast.dol.gov.
How does Bosma Industries for the Blind, Inc. 403(b) Plan compare to other plans?
You can compare Bosma Industries for the Blind, Inc. 403(b) Plan against other Profit Sharing plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 311246086.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.