ESOP · DOL Form 5500 · 2022

The Boldt Group, Inc. ESOP

Data updated 2026-08-25

$61M
Total assets Below avg plan size
611
Participants Below avg headcount
90th
Percentile by assets National rank
$99,571
Avg per participant Below avg balance/head
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Official DOL plan name: The Boldt Group, Inc. Employee Stock Ownership Plan · Sponsored by The Boldt Group, Inc. · Wisconsin · Management of Enterprises

$61M in assets, 611 participants

The Boldt Group, Inc.'s The Boldt Group, Inc. Employee Stock Ownership Plan reported $61M in total assets and 611 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #875 in Management of Enterprises (1,193 peers)

Where The Boldt Group, Inc. Employee Stock Ownership Plan sits by assets

The Boldt Group, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $61M for 611 participants (~$99,571/participant), up 57.1% in 2022.

#875
in Management of Enterprises (1,193 peers)
+57.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Boldt Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

The Boldt Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$60,837,659 Top 10% higher than 90% 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 Group, 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. The Boldt Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (611 participants).

EBSA filing schedule strip

Filing strip 391481879 · The Boldt Group, Inc. PY 2022 · ESOP

The Boldt Group, Inc. Employee Stock Ownership Plan · $61M · 611 · 90th

  • PCT $61M
  • PCT 611
  • PCT 90th
  • PCT ESOP
  • PCT near Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan and Trust
  • PCT ind #875

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 Wisconsin →

The Boldt Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan and TrustTri-City Electrical Contract…$61MThe Boldt Group, Inc. Employee Stock Ownership PlanThe Boldt Group, Inc. Employ…$61MRubber & Gasket Company of America Employee Stock Ownership PlanRubber & Gasket Company of A…$61MAfco Industries, Inc. Employee Stock Ownership PlanAfco Industries, Inc. Employ…$61MWhitaker Construction Co., Inc. Employee Stock Ownership PlanWhitaker Construction Co., I…$61M
End-of-year total assets ($M) among The Boldt Group, 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)$39M
Net Assets (End of Year)$25M
Net Income$15M
Employer EIN391481879
Plan Effective Date2016-01-01
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 ESOP Plans in Wisconsin

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

The Boldt Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants The Boldt Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.060837659 · Participants: 611The Boldt Group, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
The Boldt Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare The Boldt Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Boldt Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan and Trust in FL ($61M); by covered participants it is Columbia Bank Employee Stock Ownership Plan in NJ (609 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (611 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 Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
The Boldt Group, Inc. Employee Stock Ownership Plan surged - up 57.1% during 2022, from $39M to $61M. Reported net income was $15M.
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 Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Boldt Group, Inc. Employee Stock Ownership Plan ranks in the 90th 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 ESOP plans are similar in size to The Boldt Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan and Trust in FL ($61M, 547 participants).
Which ESOP plans cover a similar participant headcount to The Boldt Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Columbia Bank Employee Stock Ownership Plan in NJ (609 participants, $97M 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.