401(k) · DOL Form 5500 · 2022

The Boelter Companies, Inc. 401(k) Plan

Data updated 2026-08-11

$35M
Total assets
444
Participants
85th
Percentile by assets
$79,066
Avg per participant
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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.

  • 85th percentile by assets (of 139,126 plans)
  • #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.

$35M
total plan assets (2022 EOY)
444
covered participants
85th
percentile by assets (of 139,126 plans)
$79,066
avg assets per participant

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.

Where The Boelter Companies, Inc. Retirement Savings Plan sits 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 $2,010,000,000 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

State
Wisconsin
Industry
Wholesale Trade

The Boelter Companies, Inc. Retirement Savings Plan vs the 2022 asset distribution

By assets, The Boelter Companies, Inc. Retirement Savings Plan outranks 85% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

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.)

$30M$35M$40M$45M$50M$55M 202220232024 $35.1M $50.4M ▲ +43.7%
Total plan assets by year, all The Boelter Companies, Inc. plans on file
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 ($B) Participants The Boelter Companie…, Total assets ($B): 0.035105211 · Participants: 444The Boelter Companie…Johnson Controls Ret…, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation …Nm Employee Savings …, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings …
The Boelter Companies, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Boelter Companies, Inc. Retirement S… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Boelter Companies, Inc. Retirement Savings Plan by total assets, not by location.

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).

Next read for The Boelter Companies, Inc. Retirement S…

Scale reading

Ways to act on The Boelter Companies, Inc. Retirement Savings Plan's numbers.

  • By total assets, The Boelter Companies, Inc. Retirement Savings Plan ranks in the top quartile 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 Boelter Companies, Inc.'s sponsor-wide assets have grown 43.7% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.