Profit Sharing · DOL Form 5500 · 2023
Bold Holdings LLC Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 104
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $30,100
- Avg per participant Low balance/head
Official DOL plan name: Bold Holdings LLC Retirement Plan · Sponsored by Bold Holdings LLC · Puerto Rico · Information & Media
$3M in assets, 104 participants
Bold Holdings LLC's Bold Holdings LLC Retirement Plan reported $3M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #581 in Information & Media (2,818 peers)
Bold Holdings LLC multi-year trail
Bold Holdings LLC's plans moved +79.9% in assets from 2022 to 2024; this filing shows Bold Holdings LLC Retirement Plan at $3M / 104 participants.
- #581
- in Information & Media (2,818 peers)
- +41.6%
- assets growth YoY
Bold Holdings LLC Retirement Plan's mid-pack asset rank among Information & Media and all filers
Bold Holdings LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,130,348 36th percentile higher than 36% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bold Holdings LLC Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bold Holdings LLC Retirement Plan sits mid-pack in the medium band (104 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bold Holdings LLC Retirement Plan reported net income rose from -$30K in the plan year 2022 filing to $920K in the plan year 2023 filing.
- Bold Holdings LLC Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Bold Holdings LLC Retirement Plan reported participants rose from 97 in the plan year 2022 filing to 104 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 660839149 · Bold Holdings LLC PY 2023 · Profit Sharing
Bold Holdings LLC Retirement Plan · $3M · 104 · 36th
- VS-ST $3M
- VS-ST 104
- VS-ST 36th
- VS-ST Profit Sharing
- VS-ST near Mark E. Seitelman Law Offices, P.C. Profit Sharing Plan and Trust
- VS-ST ind #581
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 Information & Media retirement plans → · Plans in Puerto Rico →
Bold Holdings LLC Retirement Plan in the asset neighbourhood
Bold Holdings LLC multi-year asset trail
Sponsor-wide plan assets over time
All Bold Holdings LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 79.87328673999077% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 97 | $2M |
| 2023 | 1 | 104 | $3M |
| 2024 | 1 | 113 | $4M |
Bold Holdings LLC filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $920K |
| Employer EIN | 660839149 |
| Plan Effective Date | 2016-08-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Bold Holdings LLC Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Mark E. Seitelman Law Offices, P.C. Profit Sharing Plan and Trust in NY ($3M); by covered participants it is Fabrizi Trucking & Paving Profit Sharing and Retirement Plan in OH (104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.