401(k) · DOL Form 5500 · 2023

Bosley, Inc. 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
1,437
Participants Near avg headcount
88th
Percentile by assets National rank
$48,016
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aderans USA Savings & Retirement Plan · Sponsored by Bosley, Inc. · California · Professional & Technical Services

$69M in assets, 1,437 participants

Bosley, Inc.'s Aderans USA Savings & Retirement Plan reported $69M in total assets and 1,437 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,228 in Professional & Technical Services (20,321 peers)

Coverage in California

Aderans USA Savings & Retirement Plan covers 1,437 participants in California, 2.3x the typical California plan (state average ~630 per filing). Assets: $69M.

#18,228
in Professional & Technical Services (20,321 peers)
+16.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Aderans USA Savings & Retirement Plan's outsized position by total assets

Aderans USA Savings & Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$68,999,343 Top 12% higher than 88% of 127,068 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 2023

Aderans USA Savings & Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aderans USA Savings & Retirement Plan lands in the large band (1,437 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aderans USA Savings & Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Aderans USA Savings & Retirement Plan end-of-year assets rose from $59M in the plan year 2022 filing to $69M in the plan year 2023 filing.
  • Aderans USA Savings & Retirement Plan reported participants rose from 1,285 in the plan year 2022 filing to 1,437 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954233663 · Bosley, Inc. PY 2023 · 401(k)

Aderans USA Savings & Retirement Plan · $69M · 1,437 · 88th

  • BOOK $69M
  • VS-ST 1,437
  • BOY 88th
  • SCH 401(k)
  • EBSA near Digeronimo Companies Retirement Savings Trust and Plan
  • PART ind #18228

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 California →

Aderans USA Savings & Retirement Plan in the asset neighbourhood

Imanage LLC 401(k) Plan$69MAderans USA Savings & Retirement PlanAderans USA Savings & Retire…$69MDigeronimo Companies Retirement Savings Trust and PlanDigeronimo Companies Retirem…$69MMichigan Healthcare Professionals, P.C. 401(k) Plan and TrustMichigan Healthcare Professi…$69MMarshall Farms Group Ltd 401(k) Profit Sharing PlanMarshall Farms Group Ltd 401…$69M
End-of-year total assets ($M) among Aderans USA Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$69M
Net Income$10M
Employer EIN954233663
Plan Effective Date1998-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bosley, Inc.)

Sponsor-wide plan assets over time

All Bosley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$72M 21.440040119912116% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $59.3M $72M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 1,285 $59M
2023 1 1,437 $69M
2024 1 1,320 $72M

Nearby 401(k) Plans in California

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

Aderans USA Savings & Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Aderans USA Savings & Retirement Plan, Total assets ($B): 0.068999343 · Participants: 1437Aderans USA Savings & Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Aderans USA Savings & Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Aderans USA Savings & Retirement Plan side-by-side with 3 peers →

Aderans USA Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Digeronimo Companies Retirement Savings Trust and Plan in OH ($69M); by covered participants it is Penmac Staffing Services 401(k) Retirement Savings Plan in MO (1,437 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,437 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.

Frequently Asked Questions

How did Aderans USA Savings & Retirement Plan assets move in 2023? ▼
Aderans USA Savings & Retirement Plan grew sharply - up 16.5% during 2023, from $59M to $69M. Reported net income was $10M.
How have Bosley, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bosley, Inc.'s sponsor-wide assets grew 21.4%, from $59M to $72M.
Where does Aderans USA Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Aderans USA Savings & Retirement Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Aderans USA Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Digeronimo Companies Retirement Savings Trust and Plan in OH ($69M, 465 participants).
Which 401(k) plans cover a similar participant headcount to Aderans USA Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penmac Staffing Services 401(k) Retirement Savings Plan in MO (1,437 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954233663.

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.