401(k) · DOL Form 5500 · 2022

Bozzuto's, Inc. 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
1,391
Participants Near avg headcount
90th
Percentile by assets National rank
$49,344
Avg per participant Low balance/head
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Official DOL plan name: Bozzuto's, Inc. 401(k) Plan · Sponsored by Bozzuto's, Inc. · Connecticut · Wholesale Trade

$69M in assets, 1,391 participants

Bozzuto's, Inc.'s Bozzuto's, Inc. 401(k) Plan reported $69M in total assets and 1,391 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.

  • #6,286 in Wholesale Trade (6,843 peers)

Where Bozzuto's, Inc. 401(k) Plan sits by assets

Bozzuto's, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $69M for 1,391 participants (~$49,344/participant), down 18.1% in 2022.

#6,286
in Wholesale Trade (6,843 peers)
-18.1%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bozzuto's, Inc. 401(k) Plan's outsized position by total assets

Bozzuto's, Inc. 401(k) Plan vs every filed plan by assets

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

$68,637,157 Top 10% higher than 90% 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

Bozzuto's, 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's, Inc. 401(k) Plan lands in the large band (1,391 participants).

Form 5500 schedule snapshot

Filing strip 060606469 · Bozzuto's, Inc. PY 2022 · 401(k)

Bozzuto's, Inc. 401(k) Plan · $69M · 1,391 · 90th

  • EBSA $69M
  • EBSA 1,391
  • EBSA 90th
  • EBSA 401(k)
  • EBSA near Community Trust Bancorp Inc Savings Plan
  • EBSA ind #6286

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 Connecticut →

Bozzuto's, Inc. 401(k) Plan in the asset neighbourhood

Metro Sales, Inc. Employee Profit Sharing PlanMetro Sales, Inc. Employee P…$69MBozzuto's, Inc. 401(k) Plan$69MCommunity Trust Bancorp Inc Savings PlanCommunity Trust Bancorp Inc …$69MVoestalpine High Performance Metals Retirement PlanVoestalpine High Performance…$69MOds Retirement Plan$69M
End-of-year total assets ($M) among Bozzuto's, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$69M
Net Income-$15M
Employer EIN060606469
Plan Effective Date1996-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bozzuto's, Inc.)

Sponsor-wide plan assets over time

All Bozzuto's, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$95M 15.916329549811522% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $113M $95.1M ▼ -15.9%
Year Plans Participants Total Assets
2022 2 2,600 $113M
2023 2 2,793 $134M
2024 1 1,474 $95M

Nearby 401(k) Plans in Connecticut

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

Bozzuto's, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Bozzuto's, Inc. 401(k) Plan, Total assets ($B): 0.068637157 · Participants: 1391Bozzuto's, Inc. 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Bozzuto's, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Bozzuto's, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Community Trust Bancorp Inc Savings Plan in KY ($69M); by covered participants it is The Money Accumulation Plan of the Boler Company in IL (1,391 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,391 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 Bozzuto's, Inc. 401(k) Plan assets move in 2022?
Bozzuto's, Inc. 401(k) Plan declined sharply - down 18.1% during 2022, from $84M to $69M. Reported net income was -$15M.
How have Bozzuto's, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bozzuto's, Inc.'s sponsor-wide assets declined 15.9%, from $113M to $95M.
Where does Bozzuto's, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Bozzuto's, Inc. 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bozzuto's, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Community Trust Bancorp Inc Savings Plan in KY ($69M, 918 participants).
Which 401(k) plans cover a similar participant headcount to Bozzuto's, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Money Accumulation Plan of the Boler Company in IL (1,391 participants, $252M in assets).