401(k) · DOL Form 5500 · 2022

Bolton Medical Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
497
Participants Below avg headcount
78th
Percentile by assets National rank
$42,103
Avg per participant Low balance/head
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Official DOL plan name: Terumo Aortic Retirement Plan · Sponsored by Bolton Medical Inc. · Florida · Manufacturing

$21M in assets, 497 participants

Bolton Medical Inc.'s Terumo Aortic Retirement Plan reported $21M in total assets and 497 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,225 in Manufacturing (20,602 peers)

Where Terumo Aortic Retirement Plan sits by assets

Terumo Aortic Retirement Plan sits in the top quartile of all filed plans by assets, $21M for 497 participants (~$42,103/participant), down 15.2% in 2022.

#14,225
in Manufacturing (20,602 peers)
-15.2%
assets change YoY
0.2×
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.

Terumo Aortic Retirement Plan's outsized position by total assets

Terumo Aortic Retirement Plan vs every filed plan by assets

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

$20,925,111 Top 22% higher than 78% 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

Terumo Aortic Retirement 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. Terumo Aortic Retirement Plan sits mid-pack in the medium band (497 participants).

EBSA filing schedule strip

Filing strip 223213772 · Bolton Medical Inc. PY 2022 · 401(k)

Terumo Aortic Retirement Plan · $21M · 497 · 78th

  • TYPE $21M
  • NET 497
  • BOOK 78th
  • VS-ST 401(k)
  • BOY near Sovereign Distributors, Inc. T/a Avalon Flooring 401(k) Plan
  • SCH ind #14225

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 Florida →

Terumo Aortic Retirement Plan in the asset neighbourhood

Terumo Aortic Retirement Plan$21MSovereign Distributors, Inc. T/a Avalon Flooring 401(k) PlanSovereign Distributors, Inc.…$21MThe Arnold Magnetic Technologies Corporation Employee Retirement Savings PlanThe Arnold Magnetic Technolo…$21MA.L.P. Lighting & Ceiling Products, Inc.401(k) PlanA.L.P. Lighting & Ceiling Pr…$21MMra - the Management Association, Inc. 401(k) PlanMra - the Management Associa…$21M
End-of-year total assets ($M) among Terumo Aortic Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$4M
Employer EIN223213772
Plan Effective Date2001-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bolton Medical Inc.)

Sponsor-wide plan assets over time

All Bolton Medical Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 63.20119878933975% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $20.9M $34.2M ▲ +63.2%
Year Plans Participants Total Assets
2022 1 497 $21M
2023 1 563 $27M
2024 1 584 $34M

Nearby 401(k) Plans in Florida

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

Terumo Aortic Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Terumo Aortic Retirement Plan, Total assets ($B): 0.020925111 · Participants: 497Terumo Aortic Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Terumo Aortic Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Terumo Aortic Retirement Plan side-by-side with 3 peers →

Terumo Aortic Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Sovereign Distributors, Inc. T/a Avalon Flooring 401(k) Plan in NJ ($21M); by covered participants it is Topiderm, Inc. 401(k) Plan in NY (497 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (497 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 Terumo Aortic Retirement Plan assets move in 2022? ▼
Terumo Aortic Retirement Plan declined sharply - down 15.2% during 2022, from $25M to $21M. Reported net income was -$4M.
How have Bolton Medical Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bolton Medical Inc.'s sponsor-wide assets grew 63.2%, from $21M to $34M.
Where does Terumo Aortic Retirement Plan rank by assets among Form 5500 filers? ▼
Terumo Aortic Retirement Plan ranks in the 78th 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 Terumo Aortic Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sovereign Distributors, Inc. T/a Avalon Flooring 401(k) Plan in NJ ($21M, 357 participants).
Which 401(k) plans cover a similar participant headcount to Terumo Aortic Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Topiderm, Inc. 401(k) Plan in NY (497 participants, $9M 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 223213772.

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.