401(k) · DOL Form 5500 · 2022
Bozzuto & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $124M
- Total assets Near avg plan size
- 2,722
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $45,600
- Avg per participant Low balance/head
Official DOL plan name: Bozzuto & Associates, Inc. 401(k) Plan · Sponsored by Bozzuto & Associates, Inc. · Maryland · Real Estate
$124M in assets, 2,722 participants
Bozzuto & Associates, Inc.'s Bozzuto & Associates, Inc. 401(k) Plan reported $124M in total assets and 2,722 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #4,986 in Real Estate (5,057 peers)
Coverage in Maryland
Bozzuto & Associates, Inc. 401(k) Plan covers 2,722 participants in Maryland, 2.9x the typical Maryland plan (state average ~929 per filing). Assets: $124M.
- #4,986
- in Real Estate (5,057 peers)
- -12.2%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bozzuto & Associates, Inc. 401(k) Plan's outsized position by total assets
Bozzuto & Associates, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$124,122,573 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Bozzuto & Associates, Inc. 401(k) Plan'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. Bozzuto & Associates, Inc. 401(k) Plan lands in the large band (2,722 participants).
Plan-year Form 5500 strip
Filing strip 521566117 · Bozzuto & Associates, Inc. PY 2022 · 401(k)
Bozzuto & Associates, Inc. 401(k) Plan · $124M · 2,722 · 94th
- RANK $124M
- RANK 2,722
- RANK 94th
- RANK 401(k)
- RANK near Mcafee & Taft Retirement Plan
- RANK ind #4986
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 Real Estate retirement plans → · Plans in Maryland →
Bozzuto & Associates, Inc. 401(k) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $141M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | -$17M |
| Employer EIN | 521566117 |
| Plan Effective Date | 1988-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bozzuto & Associates, Inc.)
Sponsor-wide plan assets over time
All Bozzuto & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $190M 53.11300306351207% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,722 | $124M |
| 2023 | 1 | 3,023 | $155M |
| 2024 | 1 | 3,234 | $190M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $43.6B · 87,666
- Marriott Retirement Savings Plan $8.3B · 82,576
- T. Rowe Price U.S. Retirement Program $3.7B · 6,107
- Nfl Player Second Career Savings Plan $3.3B · 2,819
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $1.9B · 74,729
Bozzuto & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Mcafee & Taft Retirement Plan in OK ($124M); by covered participants it is Extra Space Management, Inc. 401(k) Plan in UT (2,722 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124M here).
- Mcafee & Taft Retirement Plan (OK) $124M · 256
- Arizona Community Physicians, P.C. 401(k) Profit Sharing Plan & Trust (AZ) $124M · 833
- Kelly Hart & Hallman Profit Sharing Plan and Trust (TX) $124M · 198
- Tri Pointe Group 401(k) Profit Sharing Plan (CA) $124M · 1,359
Similar participant headcount
Nearest other-state filings by covered participants (2,722 participants); asset peers above are excluded.
- Extra Space Management, Inc. 401(k) Plan (UT) 2,722 · 0 off
- Rise Inc. 403(b) Employee Retirement Plan (AZ) 2,722 · 0 off
- Community Bank System, Inc. 401(k) Employee Stock Ownership Plan (NY) 2,723 · 1 off
- Situsamc 401(k) Plan (TX) 2,723 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.