401(k) · DOL Form 5500 · 2022

Bolton Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
106
Participants Small participant base
86th
Percentile by assets National rank
$362,247
Avg per participant High balance/head
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Official DOL plan name: Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Bolton Partners, Inc. · Maryland · Professional & Technical Services

$38M in assets, 106 participants

Bolton Partners, Inc.'s Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust reported $38M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #18,641 in Professional & Technical Services (21,562 peers)

Coverage in Maryland

Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust covers 106 participants in Maryland, about 11% of the average Maryland filer (state average ~929 per filing). Assets: $38M.

#18,641
in Professional & Technical Services (21,562 peers)
-17.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$38,398,227 Top 14% higher than 86% 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

Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust 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. Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (106 participants).

DOL schedule card

Filing strip 521231144 · Bolton Partners, Inc. PY 2022 · 401(k)

Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust · $38M · 106 · 86th

  • 5500 $38M
  • 5500 106
  • 5500 86th
  • 5500 401(k)
  • 5500 near Bruce Oakley, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #18641

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 Maryland →

Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Bolton Partners, Inc. 401(k) Profit Sharing Plan and TrustBolton Partners, Inc. 401(k)…$38MBruce Oakley, Inc. 401(k) Profit Sharing PlanBruce Oakley, Inc. 401(k) Pr…$38MOneaz Credit Union 401(k) PlanOneaz Credit Union 401(k) Pl…$38MLaika, LLC Profit Sharing and 401(k) PlanLaika, LLC Profit Sharing an…$38MSavings Plan for Minnesota Represented Hourly EmployeesSavings Plan for Minnesota R…$38M
End-of-year total assets ($M) among Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$38M
Net Income-$8M
Employer EIN521231144
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bolton Partners, Inc.)

Sponsor-wide plan assets over time

All Bolton Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 43.6471689174607% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $38.4M $55.2M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 106 $38M
2023 1 113 $47M
2024 1 123 $55M

Nearby 401(k) Plans in Maryland

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

Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.038398227 · Participants: 106Bolton Partners, Inc. 401(k) Profit Sharing Plan and TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Bruce Oakley, Inc. 401(k) Profit Sharing Plan in AR ($38M); by covered participants it is Integrated Laboratory Systems, LLC 401(k) Plan in NC (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust declined sharply - down 17.5% during 2022, from $47M to $38M. Reported net income was -$8M.
How have Bolton Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bolton Partners, Inc.'s sponsor-wide assets grew 43.6%, from $38M to $55M.
Where does Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 86th 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 Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bruce Oakley, Inc. 401(k) Profit Sharing Plan in AR ($38M, 604 participants).
Which 401(k) plans cover a similar participant headcount to Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Integrated Laboratory Systems, LLC 401(k) Plan in NC (106 participants, N/A 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 521231144.

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.