401(k) · DOL Form 5500 · 2022
The Boldt Group Inc 401(k) Plan
Data updated 2026-08-11
- $111M
- Total assets
- 589
- Participants
- 93rd
- Percentile by assets
- $188,035
- Avg per participant
Official DOL plan name: The Boldt Company's Retirement Plan · Sponsored by The Boldt Group Inc · Wisconsin · Management of Enterprises
$111M in assets, 589 participants
The Boldt Group Inc's The Boldt Company's Retirement Plan reported $111M in total assets and 589 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,126 plans)
- #951 in Management of Enterprises (1,193 peers)
Where The Boldt Company's Retirement Plan sits by assets
The Boldt Company's Retirement Plan sits in the top 10% of all filed plans by assets, $111M for 589 participants (~$188,035/participant), down 21.3% in 2022.
- $111M
- total plan assets (2022 EOY)
- 589
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $188,035
- avg assets per participant
The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where The Boldt Company's Retirement Plan sits by total assets
The Boldt Company's Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$110,752,386 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Boldt Company's Retirement Plan vs the 2022 asset distribution
By assets, The Boldt Company's Retirement Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $141M |
|---|---|
| Net Assets (End of Year) | $111M |
| Net Income | -$30M |
| Employer EIN | 391481879 |
| Plan Effective Date | 1976-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Boldt Group Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,200 | $172M |
| 2023 | 2 | 1,349 | $219M |
| 2024 | 2 | 1,373 | $262M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The Boldt Company's Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Boldt Company's Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did The Boldt Company's Retirement Plan assets move in 2022? ▼
How have The Boldt Group Inc plan assets changed over time? ▼
Where does The Boldt Company's Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for The Boldt Company's Retirement Plan
Scale reading
Ways to act on The Boldt Company's Retirement Plan's numbers.
- By total assets, The Boldt Company's Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- The Boldt Group Inc's sponsor-wide assets have grown 52.6% since 2022 across 3 plan years on file. More Management of Enterprises plans