401(k) · DOL Form 5500 · 2023

The Boucher Group, Inc. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
859
Participants Near avg headcount
84th
Percentile by assets National rank
$49,906
Avg per participant Low balance/head
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Official DOL plan name: The Boucher Group 401(k) Profit-Sharing Savings Plan · Sponsored by The Boucher Group, Inc. · Wisconsin · Retail Trade

$43M in assets, 859 participants

The Boucher Group, Inc.'s The Boucher Group 401(k) Profit-Sharing Savings Plan reported $43M in total assets and 859 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,646 in Retail Trade (8,414 peers)

Where The Boucher Group 401(k) Profit-Sharing Savings Plan sits by assets

The Boucher Group 401(k) Profit-Sharing Savings Plan sits in the top quartile of all filed plans by assets, $43M for 859 participants (~$49,906/participant), up 19.3% in 2023.

#7,646
in Retail Trade (8,414 peers)
+19.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Boucher Group 401(k) Profit-Sharing Savings Plan's outsized position by total assets

The Boucher Group 401(k) Profit-Sharing Savings Plan vs every filed plan by assets

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

$42,869,654 Top 16% higher than 84% 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

The Boucher Group 401(k) Profit-Sharing Savings 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. The Boucher Group 401(k) Profit-Sharing Savings Plan sits mid-pack in the medium band (859 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Boucher Group 401(k) Profit-Sharing Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Boucher Group 401(k) Profit-Sharing Savings Plan end-of-year assets rose from $36M in the plan year 2022 filing to $43M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391607079 · The Boucher Group, Inc. PY 2023 · 401(k)

The Boucher Group 401(k) Profit-Sharing Savings Plan · $43M · 859 · 84th

  • 5500 $43M
  • 5500 859
  • 5500 84th
  • 5500 401(k)
  • 5500 near Hord Coplan Macht, Inc. 401(k) Retirement Plan
  • 5500 ind #7646

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 Retail Trade retirement plans → · Plans in Wisconsin →

The Boucher Group 401(k) Profit-Sharing Savings Plan in the asset neighbourhood

The Boucher Group 401(k) Profit-Sharing Savings PlanThe Boucher Group 401(k) Pro…$43MHord Coplan Macht, Inc. 401(k) Retirement PlanHord Coplan Macht, Inc. 401(…$43MSoutheast Radiology, Ltd. Profit Sharing PlanSoutheast Radiology, Ltd. Pr…$43MSeaspine Holdings Corporation 401(k) TrustSeaspine Holdings Corporatio…$43MPreferred Family Healthcare Employee's Profit Sharing PlanPreferred Family Healthcare …$43M
End-of-year total assets ($M) among The Boucher Group 401(k) Profit-Sharing Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$43M
Net Income$7M
Employer EIN391607079
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Boucher Group, Inc.)

Sponsor-wide plan assets over time

All The Boucher Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 40.22395114704129% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35.9M $50.4M ▲ +40.2%
Year Plans Participants Total Assets
2022 1 862 $36M
2023 1 859 $43M
2024 1 918 $50M

Nearby 401(k) Plans in Wisconsin

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

The Boucher Group 401(k) Profit-Sharing Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants The Boucher Group 401(k) Profit-Sharing Savings Plan, Total assets ($B): 0.042869654 · Participants: 859The Boucher Group 401(k) Profit-Sharing Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
The Boucher Group 401(k) Profit-Sharing Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Boucher Group 401(k) Profit-Sharing Savings Plan side-by-side with 3 peers →

The Boucher Group 401(k) Profit-Sharing Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Hord Coplan Macht, Inc. 401(k) Retirement Plan in MD ($43M); by covered participants it is Zausner Foods Corp. and Participating Employers Savings Plus Plan in PA (859 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (859 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 The Boucher Group 401(k) Profit-Sharing Savings Plan assets move in 2023? ▼
The Boucher Group 401(k) Profit-Sharing Savings Plan grew sharply - up 19.3% during 2023, from $36M to $43M. Reported net income was $7M.
How have The Boucher Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Boucher Group, Inc.'s sponsor-wide assets grew 40.2%, from $36M to $50M.
Where does The Boucher Group 401(k) Profit-Sharing Savings Plan rank by assets among Form 5500 filers? ▼
The Boucher Group 401(k) Profit-Sharing Savings Plan ranks in the 84th 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 The Boucher Group 401(k) Profit-Sharing Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hord Coplan Macht, Inc. 401(k) Retirement Plan in MD ($43M, 356 participants).
Which 401(k) plans cover a similar participant headcount to The Boucher Group 401(k) Profit-Sharing Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Zausner Foods Corp. and Participating Employers Savings Plus Plan in PA (859 participants, $123M 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 391607079.

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.