401(k) · DOL Form 5500 · 2022

Bolger LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
152
Participants Small participant base
79th
Percentile by assets National rank
$147,205
Avg per participant Above avg balance/head
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Official DOL plan name: Bolger LLC Retirement Savings Plan and Trust · Sponsored by Bolger LLC · Minnesota · Manufacturing

$22M in assets, 152 participants

Bolger LLC's Bolger LLC Retirement Savings Plan and Trust reported $22M in total assets and 152 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,473 in Manufacturing (20,602 peers)

Coverage in Minnesota

Bolger LLC Retirement Savings Plan and Trust covers 152 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $22M.

#14,473
in Manufacturing (20,602 peers)
+5.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Bolger LLC Retirement Savings Plan and Trust's outsized position by total assets

Bolger LLC Retirement Savings Plan and Trust vs every filed plan by assets

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

$22,375,084 Top 21% higher than 79% 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

Bolger LLC Retirement Savings 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. Bolger LLC Retirement Savings Plan and Trust sits mid-pack in the medium band (152 participants).

Form 5500 schedule snapshot

Filing strip 262884864 · Bolger LLC PY 2022 · 401(k)

Bolger LLC Retirement Savings Plan and Trust · $22M · 152 · 79th

  • PART $22M
  • PART 152
  • PART 79th
  • PART 401(k)
  • PART near Clare Rose, Inc. Profit Sharing and 401(k) Plan
  • PART ind #14473

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 Minnesota →

Bolger LLC Retirement Savings Plan and Trust in the asset neighbourhood

Bolger LLC Retirement Savings Plan and TrustBolger LLC Retirement Saving…$22MClare Rose, Inc. Profit Sharing and 401(k) PlanClare Rose, Inc. Profit Shar…$22MThe Morse Group, Inc. 401(k) Deferred Compensation PlanThe Morse Group, Inc. 401(k)…$22MThe Daniel and Henry Co. Salary Savings PlanThe Daniel and Henry Co. Sal…$22MParamedic Services of Illinois, Inc. Employees' Retirement Plan and TrustParamedic Services of Illino…$22M
End-of-year total assets ($M) among Bolger LLC Retirement Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN262884864
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bolger LLC)

Sponsor-wide plan assets over time

All Bolger LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 28.894278117570423% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $22.4M $28.8M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 152 $22M
2023 1 159 $28M
2024 1 149 $29M

Nearby 401(k) Plans in Minnesota

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

Bolger LLC Retirement Savings Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Bolger LLC Retirement Savings Plan and Trust, Total assets ($B): 0.022375084 · Participants: 152Bolger LLC Retirement Savings 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
Bolger LLC Retirement Savings Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Bolger LLC Retirement Savings Plan and Trust side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Clare Rose, Inc. Profit Sharing and 401(k) Plan in NY ($22M); by covered participants it is Advanced Technologies and Laboratories (Atl) International, Inc. 401(k) Plan in MD (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Bolger LLC Retirement Savings Plan and Trust assets move in 2022? ▼
Bolger LLC Retirement Savings Plan and Trust grew at a solid clip - up 5.9% during 2022, from $21M to $22M. Reported net income was $1M.
How have Bolger LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bolger LLC's sponsor-wide assets grew 28.9%, from $22M to $29M.
Where does Bolger LLC Retirement Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Bolger LLC Retirement Savings Plan and Trust ranks in the 79th 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 Bolger LLC Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Clare Rose, Inc. Profit Sharing and 401(k) Plan in NY ($22M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Bolger LLC Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Advanced Technologies and Laboratories (Atl) International, Inc. 401(k) Plan in MD (152 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 262884864.

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.