401(k) · DOL Form 5500 · 2022

Bou Bancorp, Inc. 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
355
Participants Below avg headcount
90th
Percentile by assets National rank
$175,516
Avg per participant Above avg balance/head
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Official DOL plan name: Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions · Sponsored by Bou Bancorp, Inc. · Utah · Finance & Insurance

$62M in assets, 355 participants

Bou Bancorp, Inc.'s Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions reported $62M in total assets and 355 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.

  • #7,726 in Finance & Insurance (9,261 peers)

Where Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions sits by assets

Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions sits in the top 10% of all filed plans by assets, $62M for 355 participants (~$175,516/participant), down 6.7% in 2022.

#7,726
in Finance & Insurance (9,261 peers)
-6.7%
assets change YoY
0.6×
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.

Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions's outsized position by total assets

Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs every filed plan by assets

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

$62,308,035 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

Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions 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. Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions sits mid-pack in the medium band (355 participants).

EBSA filing schedule strip

Filing strip 870661662 · Bou Bancorp, Inc. PY 2022 · 401(k)

Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions · $62M · 355 · 90th

  • TYPE $62M
  • NET 355
  • BOOK 90th
  • VS-ST 401(k)
  • BOY near Simulation Technologies, Inc. 401(k) Profit Sharing Plan
  • SCH ind #7726

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 Finance & Insurance retirement plans → · Plans in Utah →

Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions in the asset neighbourhood

Trimas Corporation Hourly Retirement ProgramTrimas Corporation Hourly Re…$62MMeriton, LLC 401(k) Profit Sharing PlanMeriton, LLC 401(k) Profit S…$62MBou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) ProvisionsBou Bancorp, Inc. Employee S…$62MSimulation Technologies, Inc. 401(k) Profit Sharing PlanSimulation Technologies, Inc…$62MModernizing Medicine, Inc. 401(k) PlanModernizing Medicine, Inc. 4…$62M
End-of-year total assets ($M) among Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$62M
Net Income-$4M
Employer EIN870661662
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bou Bancorp, Inc.)

Sponsor-wide plan assets over time

All Bou Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$75M 20.598834484188114% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $62.3M $75.1M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 355 $62M
2023 1 327 $67M
2024 1 348 $75M

Nearby 401(k) Plans in Utah

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

Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions, Total assets ($B): 0.062308035 · Participants: 355Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) ProvisionsDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions side-by-side with 3 peers →

Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Simulation Technologies, Inc. 401(k) Profit Sharing Plan in AL ($62M); by covered participants it is Amazing Grace Personal Care Services 401(k) Profit Sharing Plan and Trust in NM (355 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (355 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 Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions assets move in 2022? ▼
Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions pulled back noticeably - down 6.7% during 2022, from $67M to $62M. Reported net income was -$4M.
How have Bou Bancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bou Bancorp, Inc.'s sponsor-wide assets grew 20.6%, from $62M to $75M.
Where does Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions rank by assets among Form 5500 filers? ▼
Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions 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 Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by assets is Simulation Technologies, Inc. 401(k) Profit Sharing Plan in AL ($62M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by covered participants is Amazing Grace Personal Care Services 401(k) Profit Sharing Plan and Trust in NM (355 participants, $87K 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 870661662.

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.