401(k) · DOL Form 5500 · 2022

The Boldt Group Inc 401(k) Plan

Data updated 2026-08-25

$111M
Total assets Near avg plan size
589
Participants Below avg headcount
93rd
Percentile by assets National rank
$188,035
Avg per participant Above avg balance/head
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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.

  • #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.

#951
in Management of Enterprises (1,193 peers)
-21.3%
assets change YoY
1.1×
vs typical plan assets (national mean)

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.

The Boldt Company's Retirement Plan's outsized position 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

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

The Boldt Company's Retirement 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. The Boldt Company's Retirement Plan sits mid-pack in the medium band (589 participants).

Form 5500 schedule snapshot

Filing strip 391481879 · The Boldt Group Inc PY 2022 · 401(k)

The Boldt Company's Retirement Plan · $111M · 589 · 93rd

  • RANK $111M
  • PHOTO 589
  • IND 93rd
  • EOY 401(k)
  • 5500 near Sherman & Howard Retirement Plan (2)
  • ASSETS ind #951

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 Management of Enterprises retirement plans → · Plans in Wisconsin →

The Boldt Company's Retirement Plan in the asset neighbourhood

Cci Retirement Savings Plan$111MThe Boldt Company's Retirement PlanThe Boldt Company's Retireme…$111MSherman & Howard Retirement Plan (2)Sherman & Howard Retirement …$111MFacility Solutions Group, Inc. 401(k) PlanFacility Solutions Group, In…$111MSavings Plan of Xerox Corporation and the Xerographic Div Rochester Regional Joint BoardSavings Plan of Xerox Corpor…$111M
End-of-year total assets ($M) among The Boldt Company's Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$141M
Net Assets (End of Year)$111M
Net Income-$30M
Employer EIN391481879
Plan Effective Date1976-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Boldt Group Inc)

Sponsor-wide plan assets over time

All The Boldt Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$262M 52.57752161554594% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $172M $262M ▲ +52.6%
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 Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants The Boldt Company's Retirement Plan, Total assets ($B): 0.110752386 · Participants: 589The Boldt Company's Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
The Boldt Company's Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Boldt Company's Retirement Plan side-by-side with 3 peers →

The Boldt Company's Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Sherman & Howard Retirement Plan (2) in CO ($111M); by covered participants it is Alegeus Technologies LLC 401(k) Plan in MA (589 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (589 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 The Boldt Company's Retirement Plan assets move in 2022? ▼
The Boldt Company's Retirement Plan declined sharply - down 21.3% during 2022, from $141M to $111M. Reported net income was -$30M.
How have The Boldt Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Boldt Group Inc's sponsor-wide assets grew 52.6%, from $172M to $262M.
Where does The Boldt Company's Retirement Plan rank by assets among Form 5500 filers? ▼
The Boldt Company's Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Boldt Company's Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sherman & Howard Retirement Plan (2) in CO ($111M, 178 participants).
Which 401(k) plans cover a similar participant headcount to The Boldt Company's Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alegeus Technologies LLC 401(k) Plan in MA (589 participants, $37M 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 391481879.

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.