Other · DOL Form 5500 · 2022
The Bolles School Retirement Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 286
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $204,311
- Avg per participant Above avg balance/head
Official DOL plan name: The Bolles School Retirement Plan · Sponsored by The Bolles School · Florida · Educational Services
$58M in assets, 286 participants
The Bolles School's The Bolles School Retirement Plan reported $58M in total assets and 286 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #3,224 in Educational Services (4,024 peers)
Coverage in Florida
The Bolles School Retirement Plan covers 286 participants in Florida, about 46% of the average Florida filer (state average ~628 per filing). Assets: $58M.
- #3,224
- in Educational Services (4,024 peers)
- +3.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The Bolles School Retirement Plan's outsized position by total assets
The Bolles School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$58,432,934 Top 11% higher than 89% 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
The Bolles School 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. The Bolles School Retirement Plan sits mid-pack in the medium band (286 participants).
Plan-year Form 5500 strip
Filing strip 590637814 · The Bolles School PY 2022 · Other
The Bolles School Retirement Plan · $58M · 286 · 89th
- TYPE $58M
- TYPE 286
- TYPE 89th
- TYPE Other
- TYPE near University of Health Sciences and Pharmacy in St. Louis Defined Contribution Plan
- TYPE ind #3224
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 Educational Services retirement plans → · Plans in Florida →
The Bolles School Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $2M |
| Employer EIN | 590637814 |
| Plan Effective Date | 1972-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Bolles School)
Sponsor-wide plan assets over time
All The Bolles School plans reported in each filing year
- Latest sponsor-wide plan assets
- $69M 17.870618990311183% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 286 | $58M |
| 2023 | 1 | 290 | $65M |
| 2024 | 1 | 298 | $69M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $1.9B · 22,860
- University of Miami Retirement Savings Plan $1.4B · 12,294
- Orlando Health Retirement Savings Plan 403b $1.2B · 23,753
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.0B · 1,019
- The Nemours Foundation Section 403(b) Plan $924M · 7,882
The Bolles School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is University of Health Sciences and Pharmacy in St. Louis Defined Contribution Plan in MO ($58M); by covered participants it is Coe College Defined Contribution Retirement Plan in IA (286 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (286 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.