401(k) · DOL Form 5500 · 2022

The Boelter Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
444
Participants Below avg headcount
85th
Percentile by assets National rank
$79,066
Avg per participant Below avg balance/head
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Official DOL plan name: The Boelter Companies, Inc. Retirement Savings Plan · Sponsored by The Boelter Companies, Inc. · Wisconsin · Wholesale Trade

$35M in assets, 444 participants

The Boelter Companies, Inc.'s The Boelter Companies, Inc. Retirement Savings Plan reported $35M in total assets and 444 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,820 in Wholesale Trade (6,843 peers)

Where The Boelter Companies, Inc. Retirement Savings Plan sits by assets

The Boelter Companies, Inc. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $35M for 444 participants (~$79,066/participant), down 20.5% in 2022.

#5,820
in Wholesale Trade (6,843 peers)
-20.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Boelter Companies, Inc. Retirement Savings Plan's outsized position by total assets

The Boelter Companies, Inc. Retirement Savings Plan vs every filed plan by assets

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

$35,105,211 Top 15% higher than 85% 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 Boelter Companies, Inc. Retirement Savings 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 Boelter Companies, Inc. Retirement Savings Plan sits mid-pack in the medium band (444 participants).

Plan-year Form 5500 strip

Filing strip 390752036 · The Boelter Companies, Inc. PY 2022 · 401(k)

The Boelter Companies, Inc. Retirement Savings Plan · $35M · 444 · 85th

  • EIN $35M
  • EIN 444
  • EIN 85th
  • EIN 401(k)
  • EIN near Canal Hr, Inc. Qualified Retirement Plan
  • EIN ind #5820

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

The Boelter Companies, Inc. Retirement Savings Plan in the asset neighbourhood

The Boelter Companies, Inc. Retirement Savings PlanThe Boelter Companies, Inc. …$35MCanal Hr, Inc. Qualified Retirement PlanCanal Hr, Inc. Qualified Ret…$35MMacias Gini & O'connell LLP 401(k) Profit Sharing PlanMacias Gini & O'connell LLP …$35MEmirates Retirement Savings PlanEmirates Retirement Savings …$35MLogistic Services International, Inc. 401(k) PlanLogistic Services Internatio…$35M
End-of-year total assets ($M) among The Boelter Companies, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$35M
Net Income-$9M
Employer EIN390752036
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Boelter Companies, Inc.)

Sponsor-wide plan assets over time

All The Boelter Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 43.68279398747952% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35.1M $50.4M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 444 $35M
2023 1 491 $42M
2024 1 508 $50M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Boelter Companies, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants The Boelter Companies, Inc. Retirement Savings Plan, Total assets ($B): 0.035105211 · Participants: 444The Boelter Companies, Inc. Retirement Savings 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 Boelter Companies, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Boelter Companies, Inc. Retirement Savings Plan side-by-side with 3 peers →

The Boelter Companies, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Canal Hr, Inc. Qualified Retirement Plan in LA ($35M); by covered participants it is Drcc 401(k) Profit Sharing Plan in MN (444 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (444 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 Boelter Companies, Inc. Retirement Savings Plan assets move in 2022? ▼
The Boelter Companies, Inc. Retirement Savings Plan declined sharply - down 20.5% during 2022, from $44M to $35M. Reported net income was -$9M.
How have The Boelter Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Boelter Companies, Inc.'s sponsor-wide assets grew 43.7%, from $35M to $50M.
Where does The Boelter Companies, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Boelter Companies, Inc. Retirement Savings Plan ranks in the 85th 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 401(k) plans are similar in size to The Boelter Companies, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Canal Hr, Inc. Qualified Retirement Plan in LA ($35M, 642 participants).
Which 401(k) plans cover a similar participant headcount to The Boelter Companies, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Drcc 401(k) Profit Sharing Plan in MN (444 participants, $11M 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 390752036.

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.