Profit Sharing · DOL Form 5500 · 2024

Boardman Realty Inc. Profit Sharing Plan

Data updated 2026-08-25

$72K
Total assets Small plan by assets: 1
Participants Small participant base: 5th
Percentile by assets National rank: $72,136
Avg per participant Below avg balance/head

Official DOL plan name: Boardman Realty Inc. Retirement Plan · Sponsored by Boardman Realty Inc. · New York · Real Estate

$72K in assets, 1 participants

Boardman Realty Inc.'s Boardman Realty Inc. Retirement Plan reported $72K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

#290 in Real Estate (4,605 peers)

2024 asset change

Boardman Realty Inc. Retirement Plan declined sharply 27.9% in 2024 ($100K → $72K) for 1 participant.

#290
in Real Estate (4,605 peers): -27.9%
assets change YoY

The plan reported a net loss of $28K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Boardman Realty Inc. Retirement Plan among the smaller filed plans by assets

Boardman Realty Inc. Retirement Plan vs every filed plan by assets

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

$72,136 5th percentile higher than 5% 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

Boardman Realty Inc. 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. Boardman Realty Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

DOL schedule card

Filing strip 993047920 · Boardman Realty Inc. PY 2024 · Profit Sharing

Boardman Realty Inc. Retirement Plan · $72K · 1 · 5th

EBSA $72K
PART 1
TYPE 5th
NET Profit Sharing
BOOK near Auxigen Group Inc. Retirement Plan
VS-ST ind #290

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 New York →

End-of-year total assets ($M) among Boardman Realty Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$100K
Net Assets (End of Year)	$72K
Net Income	-$28K
Employer EIN	993047920
Plan Effective Date	2024-05-21
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Boardman Realty Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Plan of the Electrical Industry $2.3B · 18,200
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432

Compare Boardman Realty Inc. Retirement Plan side-by-side with 3 peers →

Boardman Realty Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Auxigen Group Inc. Retirement Plan in IN ($72K); 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 ($72K here).

Auxigen Group Inc. Retirement Plan (IN) $72K · 1
Omali Senior Services Corp. Profit Sharing Plan (GA) $72K · 2
Mario Maldonado Ramirez Retirement Plan (PR) $72K · 4
Vra Services Inc. Retirement Plan (CA) $72K · 1

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Gerald L. Bowen, P.C. Profit Sharing Plan (PA) 1 · 0 off
Sorensen & Edwards, P.S. (WA) 1 · 0 off
Sun Services Incorporated Retirement Plan (MA) 1 · 0 off
Agile Funding & Investments, Inc. Retirement Plan (VA) 1 · 0 off

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 Boardman Realty Inc. Retirement Plan assets move in 2024? ▼

Boardman Realty Inc. Retirement Plan declined sharply - down 27.9% during 2024, from $100K to $72K. Reported net income was -$28K.

Where does Boardman Realty Inc. Retirement Plan rank by assets among Form 5500 filers? ▼

Boardman Realty Inc. Retirement Plan ranks in the 5th 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 Boardman Realty Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Auxigen Group Inc. Retirement Plan in IN ($72K, 1 participant).

Which Profit Sharing plans cover a similar participant headcount to Boardman Realty Inc. 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 993047920.