ESOP · DOL Form 5500 · 2022

Bolton & Menk, Inc. ESOP

Data updated 2026-08-25

$58M
Total assets Below avg plan size
697
Participants Below avg headcount
89th
Percentile by assets National rank
$82,829
Avg per participant Below avg balance/head
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Official DOL plan name: Bolton & Menk, Inc. Employee Stock Ownership Plan · Sponsored by Bolton & Menk, Inc. · Minnesota · Professional & Technical Services

$58M in assets, 697 participants

Bolton & Menk, Inc.'s Bolton & Menk, Inc. Employee Stock Ownership Plan reported $58M in total assets and 697 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #19,460 in Professional & Technical Services (21,562 peers)

Where Bolton & Menk, Inc. Employee Stock Ownership Plan sits by assets

Bolton & Menk, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $58M for 697 participants (~$82,829/participant), down 6.0% in 2022.

#19,460
in Professional & Technical Services (21,562 peers)
-6.0%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bolton & Menk, Inc. Employee Stock Ownership Plan's outsized position by total assets

Bolton & Menk, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$57,731,770 Top 11% higher than 89% 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

Bolton & Menk, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bolton & Menk, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (697 participants).

DOL schedule card

Filing strip 410832249 · Bolton & Menk, Inc. PY 2022 · ESOP

Bolton & Menk, Inc. Employee Stock Ownership Plan · $58M · 697 · 89th

  • BOOK $58M
  • VS-ST 697
  • BOY 89th
  • SCH ESOP
  • EBSA near Tci Holding Company, Inc. Employee Stock Ownership Plan
  • PART ind #19460

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 What is an ESOP? → · Plans in Minnesota →

Bolton & Menk, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Advanced Elements, Inc. Employee Stock Ownership PlanAdvanced Elements, Inc. Empl…$58MBrown and Caldwell Employee Stock Ownership PlanBrown and Caldwell Employee …$58MBolton & Menk, Inc. Employee Stock Ownership PlanBolton & Menk, Inc. Employee…$58MTci Holding Company, Inc. Employee Stock Ownership PlanTci Holding Company, Inc. Em…$58MHolloman Corporation Employee Stock Ownership PlanHolloman Corporation Employe…$58M
End-of-year total assets ($M) among Bolton & Menk, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$58M
Net Income-$4M
Employer EIN410832249
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bolton & Menk, Inc.)

Sponsor-wide plan assets over time

All Bolton & Menk, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$233M 43.79565606368376% vs 2022
2024 filing year
$150M$200M$250M 202220232024 $162M $233M ▲ +43.8%
Year Plans Participants Total Assets
2022 2 1,411 $162M
2023 2 1,638 $191M
2024 2 1,875 $233M

Nearby ESOP Plans in Minnesota

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

Bolton & Menk, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 0200400600800 Total assets ($M) Participants Bolton & Menk, Inc. Employee Stock Ownership Plan, Total assets ($M): 57.73177 · Participants: 697Bolton & Menk, Inc. Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 646.711049 · Participants: 9416Andersen Corporation Employee Stock Ownership PlanHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 486.260676 · Participants: 4373Hormel Foods Corporation Joint Earnings Profit Sharing TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 399.591486 · Participants: 801Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 332.65286 · Participants: 359Force America Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock Ownership Plan, Total assets ($M): 313.049552 · Participants: 7981Polaris Inc. Employee Stock Ownership Plan
Bolton & Menk, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Bolton & Menk, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Bolton & Menk, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Tci Holding Company, Inc. Employee Stock Ownership Plan in PA ($58M); by covered participants it is Oliver's Market Employee Stock Ownership Plan in CA (697 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (697 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 Bolton & Menk, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Bolton & Menk, Inc. Employee Stock Ownership Plan pulled back noticeably - down 6.0% during 2022, from $61M to $58M. Reported net income was -$4M.
How have Bolton & Menk, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bolton & Menk, Inc.'s sponsor-wide assets grew 43.8%, from $162M to $233M.
Where does Bolton & Menk, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bolton & Menk, Inc. Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Bolton & Menk, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tci Holding Company, Inc. Employee Stock Ownership Plan in PA ($58M, 181 participants).
Which ESOP plans cover a similar participant headcount to Bolton & Menk, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Oliver's Market Employee Stock Ownership Plan in CA (697 participants, $44M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410832249.

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.