Profit Sharing · DOL Form 5500 · 2022

Bold Holdings LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
97
Participants Small participant base
35th
Percentile by assets National rank
$22,785
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bold Holdings LLC Retirement Plan · Sponsored by Bold Holdings LLC · Puerto Rico · Information & Media

$2M in assets, 97 participants

Bold Holdings LLC's Bold Holdings LLC Retirement Plan reported $2M in total assets and 97 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #594 in Information & Media (2,911 peers)

Bold Holdings LLC multi-year trail

Bold Holdings LLC's plans moved +79.9% in assets from 2022 to 2024; this filing shows Bold Holdings LLC Retirement Plan at $2M / 97 participants.

#594
in Information & Media (2,911 peers)
-1.3%
assets change YoY

The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bold Holdings LLC Retirement Plan's mid-pack asset rank among Information & Media and all filers

Bold Holdings LLC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,210,187 35th percentile higher than 35% of 139,123 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 2022

Bold Holdings LLC Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bold Holdings LLC Retirement Plan is a small filing (97 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 660839149 · Bold Holdings LLC PY 2022 · Profit Sharing

Bold Holdings LLC Retirement Plan · $2M · 97 · 35th

  • NET $2M
  • NET 97
  • NET 35th
  • NET Profit Sharing
  • NET near Cope Jordan Inc Retirement Plan
  • NET ind #594

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 Information & Media retirement plans → · Plans in Puerto Rico →

Bold Holdings LLC Retirement Plan in the asset neighbourhood

Bold Holdings LLC Retirement PlanBold Holdings LLC Retirement…$2MCope Jordan Inc Retirement PlanCope Jordan Inc Retirement P…$2MGeorgaris, Inc. Profit Sharing Plan and TrustGeorgaris, Inc. Profit Shari…$2MMohammed I Baig Md PA Profit Sharing PlanMohammed I Baig Md PA Profit…$2MCulkar Stachowicz & Co. Profit Sharing PlanCulkar Stachowicz & Co. Prof…$2M
End-of-year total assets ($M) among Bold Holdings LLC Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Bold Holdings LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bold Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 79.87328673999077% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.21M $3.98M ▲ +80.1%
Year Plans Participants Total Assets
2022 1 97 $2M
2023 1 104 $3M
2024 1 113 $4M

Bold Holdings LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$30K
Employer EIN660839149
Plan Effective Date2016-08-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Bold Holdings LLC Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Bold Holdings LLC Retirement Plan, Total assets ($M): 2.210187 · Participants: 97Bold Holdings LLC Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing Plan
Bold Holdings LLC Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Bold Holdings LLC Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Cope Jordan Inc Retirement Plan in PA ($2M); by covered participants it is Torrington Savings Bank Defined Contribution Retirement Plan in CT (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bold Holdings LLC Retirement Plan assets move in 2022?
Bold Holdings LLC Retirement Plan edged down modestly - down 1.3% during 2022, from $2M to $2M. Reported net income was -$30K.
How have Bold Holdings LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Bold Holdings LLC's sponsor-wide assets grew 79.9%, from $2M to $4M.
Which Profit Sharing plans are similar in size to Bold Holdings LLC Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Cope Jordan Inc Retirement Plan in PA ($2M, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to Bold Holdings LLC Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Torrington Savings Bank Defined Contribution Retirement Plan in CT (97 participants, N/A in assets).