401(k) · DOL Form 5500 · 2022
Niles Bolton Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 131
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $237,580
- Avg per participant Above avg balance/head
Official DOL plan name: Niles Bolton Associates, Inc. Incentive Savings Plan · Sponsored by Niles Bolton Associates, Inc. · Georgia · Professional & Technical Services
$31M in assets, 131 participants
Niles Bolton Associates, Inc.'s Niles Bolton Associates, Inc. Incentive Savings Plan reported $31M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #18,089 in Professional & Technical Services (21,562 peers)
Coverage in Georgia
Niles Bolton Associates, Inc. Incentive Savings Plan covers 131 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $31M.
- #18,089
- in Professional & Technical Services (21,562 peers)
- -10.7%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Niles Bolton Associates, Inc. Incentive Savings Plan's outsized position by total assets
Niles Bolton Associates, Inc. Incentive Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$31,123,013 Top 17% higher than 83% 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
Niles Bolton Associates, Inc. Incentive 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. Niles Bolton Associates, Inc. Incentive Savings Plan sits mid-pack in the medium band (131 participants).
Form 5500 schedule snapshot
Filing strip 581407613 · Niles Bolton Associates, Inc. PY 2022 · 401(k)
Niles Bolton Associates, Inc. Incentive Savings Plan · $31M · 131 · 83rd
- IND $31M
- EOY 131
- 5500 83rd
- ASSETS 401(k)
- PCT near Bwc 401(k) Savings Plan
- EIN ind #18089
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 Professional & Technical Services retirement plans → · Plans in Georgia →
Niles Bolton Associates, Inc. Incentive Savings Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$4M |
| Employer EIN | 581407613 |
| Plan Effective Date | 1987-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Niles Bolton Associates, Inc.)
Sponsor-wide plan assets over time
All Niles Bolton Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 34.09506978003704% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $31M |
| 2023 | 1 | 146 | $37M |
| 2024 | 1 | 142 | $42M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Niles Bolton Associates, Inc. Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Bwc 401(k) Savings Plan in TX ($31M); by covered participants it is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.
- Premium Brands Holdings Corporation Retirement Plan (WA) 131 · 0 off
- Tsuda USA 401(k) Plan (IN) 131 · 0 off
- Toxikon Retirement 401(k) Profit Sharing Plan (MA) 131 · 0 off
- Monmouth Cardiology Associates, LLC 401(k) Plan (NJ) 131 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.