ESOP · DOL Form 5500 · 2022
The Boldt Group, Inc. ESOP
Data updated 2026-08-11
- $61M
- Total assets
- 611
- Participants
- 90th
- Percentile by assets
- $99,571
- Avg per participant
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.
- 90th percentile by assets (of 139,126 plans)
- #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.
- $61M
- total plan assets (2022 EOY)
- 611
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $99,571
- avg assets per participant
The Boldt Group, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, The Boldt Group, Inc. Employee Stock Ownership Plan outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $15M |
| Employer EIN | 391481879 |
| Plan Effective Date | 2016-01-01 |
| 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 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
- Schreiber Foods, Inc. Employee Stock Ownership Plan $2.7B · 5,656
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $640M · 2,608
- Ki Employee Stock Ownership Plan $295M · 1,649
- Wausau Supply Company Employee Stock Ownership Plan $293M · 747
- Trachte Building Systems Employee Stock Ownership Plan $258M · 210
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to The Boldt Group, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Tri-City Electrical Contractors, Inc. Employee Stock Ownership Plan and Trust (FL) $61M · 547
- Rubber & Gasket Company of America Employee Stock Ownership Plan (AR) $61M · 140
- Afco Industries, Inc. Employee Stock Ownership Plan (LA) $61M · 199
- Whitaker Construction Co., Inc. Employee Stock Ownership Plan (UT) $61M · 650
Frequently Asked Questions
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Ways to act on The Boldt Group, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, The Boldt Group, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP 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