401(k) · DOL Form 5500 · 2022

Boulay Pllp 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
229
Participants Below avg headcount
89th
Percentile by assets National rank
$236,278
Avg per participant Above avg balance/head
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Official DOL plan name: Boulay Retirement Plan and Trust · Sponsored by Boulay Pllp · Minnesota · Professional & Technical Services

$54M in assets, 229 participants

Boulay Pllp's Boulay Retirement Plan and Trust reported $54M in total assets and 229 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.

  • #19,344 in Professional & Technical Services (21,562 peers)

Coverage in Minnesota

Boulay Retirement Plan and Trust covers 229 participants in Minnesota, about 20% of the average Minnesota filer (state average ~1,126 per filing). Assets: $54M.

#19,344
in Professional & Technical Services (21,562 peers)
+3.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Boulay Retirement Plan and Trust's outsized position by total assets

Boulay Retirement Plan and Trust vs every filed plan by assets

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

$54,107,747 Top 11% higher than 89% 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

Boulay Retirement 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. Boulay Retirement Plan and Trust sits mid-pack in the medium band (229 participants).

Plan-year Form 5500 strip

Filing strip 410887288 · Boulay Pllp PY 2022 · 401(k)

Boulay Retirement Plan and Trust · $54M · 229 · 89th

  • RANK $54M
  • PHOTO 229
  • IND 89th
  • EOY 401(k)
  • 5500 near Austrian Motors Corp. 401(k) Profit-Sharing Plan
  • ASSETS ind #19344

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 Minnesota →

Boulay Retirement Plan and Trust in the asset neighbourhood

Cambro Manufacturing Company Employees 401(k) Retirement PlanCambro Manufacturing Company…$54MJht 401(k) Plan$54MBoulay Retirement Plan and TrustBoulay Retirement Plan and T…$54MAustrian Motors Corp. 401(k) Profit-Sharing PlanAustrian Motors Corp. 401(k)…$54MNorth Central Heart Institute 401(k) Profit Sharing PlanNorth Central Heart Institut…$54M
End-of-year total assets ($M) among Boulay Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$54M
Net Income$2M
Employer EIN410887288
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boulay Pllp)

Sponsor-wide plan assets over time

All Boulay Pllp plans reported in each filing year

Latest sponsor-wide plan assets
$69M 27.74820766423706% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $54.1M $69.1M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 229 $54M
2023 1 255 $66M
2024 1 280 $69M

Nearby 401(k) Plans in Minnesota

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

Boulay Retirement Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Boulay Retirement Plan and Trust, Total assets ($B): 0.054107747 · Participants: 229Boulay Retirement Plan and TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Boulay Retirement Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants

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

Outside Minnesota, the nearest 401(k) by assets is Austrian Motors Corp. 401(k) Profit-Sharing Plan in MD ($54M); by covered participants it is Eastern Bag & Paper Company, Inc. 401(k) Plan in CT (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 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 Boulay Retirement Plan and Trust assets move in 2022?
Boulay Retirement Plan and Trust edged up modestly - up 3.4% during 2022, from $52M to $54M. Reported net income was $2M.
How have Boulay Pllp plan assets changed over time?
Across 3 plan years on file (2022-2024), Boulay Pllp's sponsor-wide assets grew 27.7%, from $54M to $69M.
Where does Boulay Retirement Plan and Trust rank by assets among Form 5500 filers?
Boulay Retirement Plan and Trust ranks in the 89th 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 Boulay Retirement Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Austrian Motors Corp. 401(k) Profit-Sharing Plan in MD ($54M, 492 participants).
Which 401(k) plans cover a similar participant headcount to Boulay Retirement Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Eastern Bag & Paper Company, Inc. 401(k) Plan in CT (229 participants, N/A in assets).