401(k) · DOL Form 5500 · 2022

The Boler Company 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
2,026
Participants Near avg headcount
87th
Percentile by assets National rank
$21,254
Avg per participant Low balance/head
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Official DOL plan name: Tax-Deferred Retirement Investment Plan of the Boler Company · Sponsored by The Boler Company · Illinois · Manufacturing

$43M in assets, 2,026 participants

The Boler Company's Tax-Deferred Retirement Investment Plan of the Boler Company reported $43M in total assets and 2,026 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #16,602 in Manufacturing (20,602 peers)

Coverage in Illinois

Tax-Deferred Retirement Investment Plan of the Boler Company covers 2,026 participants in Illinois, 2.6x the typical Illinois plan (state average ~779 per filing). Assets: $43M.

#16,602
in Manufacturing (20,602 peers)
-10.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tax-Deferred Retirement Investment Plan of the Boler Company's outsized position by total assets

Tax-Deferred Retirement Investment Plan of the Boler Company vs every filed plan by assets

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

$43,061,212 Top 13% higher than 87% 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

Tax-Deferred Retirement Investment Plan of the Boler Company's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax-Deferred Retirement Investment Plan of the Boler Company lands in the large band (2,026 participants).

Published 5500 schedule card

Filing strip 362928548 · The Boler Company PY 2022 · 401(k)

Tax-Deferred Retirement Investment Plan of the Boler Company · $43M · 2,026 · 87th

  • ASSETS $43M
  • PCT 2,026
  • EIN 87th
  • RANK 401(k)
  • PHOTO near Mcelroy Manufacturing, Inc. Savings Investment Plan
  • IND ind #16602

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 Manufacturing retirement plans → · Plans in Illinois →

Tax-Deferred Retirement Investment Plan of the Boler Company in the asset neighbourhood

Hurco Companies Inc. 401(k) Retirement PlanHurco Companies Inc. 401(k) …$43MTait 401(k) Plan$43MPrinceton Medical Group, P.a. Employees' Profit Sharing and Salary Reduction PlanPrinceton Medical Group, P.a…$43MMcelroy Manufacturing, Inc. Savings Investment PlanMcelroy Manufacturing, Inc. …$43MTax-Deferred Retirement Investment Plan of the Boler CompanyTax-Deferred Retirement Inve…$43M
End-of-year total assets ($M) among Tax-Deferred Retirement Investment Plan of the Boler Company and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$43M
Net Income-$5M
Employer EIN362928548
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Boler Company)

Sponsor-wide plan assets over time

All The Boler Company plans reported in each filing year

Latest sponsor-wide plan assets
$735M 30.049944193119426% vs 2022
2024 filing year
$500M$600M$700M$800M 202220232024 $566M $735M ▲ +30.0%
Year Plans Participants Total Assets
2022 5 6,147 $566M
2023 5 6,731 $664M
2024 6 7,400 $735M

Nearby 401(k) Plans in Illinois

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

Tax-Deferred Retirement Investment Plan of the Boler Company vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Tax-Deferred Retirement Investment Plan of the Boler Company, Total assets ($B): 0.043061212 · Participants: 2026Tax-Deferred Retirement Investment Plan of the Boler CompanyState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Tax-Deferred Retirement Investment Plan of the Boler Company vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Tax-Deferred Retirement Investment Plan of the Boler Company side-by-side with 3 peers →

Tax-Deferred Retirement Investment Plan of the Boler Company's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mcelroy Manufacturing, Inc. Savings Investment Plan in OK ($43M); by covered participants it is Michels Corporation 401(k) Savings Plan in WI (2,026 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,026 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 Tax-Deferred Retirement Investment Plan of the Boler Company assets move in 2022? ▼
Tax-Deferred Retirement Investment Plan of the Boler Company pulled back noticeably - down 10.6% during 2022, from $48M to $43M. Reported net income was -$5M.
How have The Boler Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Boler Company's sponsor-wide assets grew 30.0%, from $566M to $735M.
Where does Tax-Deferred Retirement Investment Plan of the Boler Company rank by assets among Form 5500 filers? ▼
Tax-Deferred Retirement Investment Plan of the Boler Company ranks in the 87th 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 Tax-Deferred Retirement Investment Plan of the Boler Company? ▼
Among 401(k) plans in other states, the closest by assets is Mcelroy Manufacturing, Inc. Savings Investment Plan in OK ($43M, 380 participants).
Which 401(k) plans cover a similar participant headcount to Tax-Deferred Retirement Investment Plan of the Boler Company? ▼
Among 401(k) plans in other states, the closest by covered participants is Michels Corporation 401(k) Savings Plan in WI (2,026 participants, $196M 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 362928548.

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.