401(k) · DOL Form 5500 · 2023
The Boldt Group Inc 401(k) Plan
Data updated 2026-08-25
- $134M
- Total assets Near avg plan size
- 671
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $200,426
- Avg per participant Above avg balance/head
Official DOL plan name: The Boldt Company's Retirement Plan · Sponsored by The Boldt Group Inc · Wisconsin · Management of Enterprises
$134M in assets, 671 participants
The Boldt Group Inc's The Boldt Company's Retirement Plan reported $134M in total assets and 671 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #901 in Management of Enterprises (1,137 peers)
Where The Boldt Company's Retirement Plan sits by assets
The Boldt Company's Retirement Plan sits in the top 10% of all filed plans by assets, $134M for 671 participants (~$200,426/participant), up 21.4% in 2023.
- #901
- in Management of Enterprises (1,137 peers)
- +21.4%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
The Boldt Company's Retirement Plan's outsized position by total assets
The Boldt Company's Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$134,485,828 Top 7% higher than 93% 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
The Boldt Company's 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. The Boldt Company's Retirement Plan sits mid-pack in the medium band (671 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Boldt Company's Retirement Plan reported net income rose from -$30M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- The Boldt Company's Retirement Plan end-of-year assets rose from $111M in the plan year 2022 filing to $134M in the plan year 2023 filing.
- The Boldt Company's Retirement Plan reported participants rose from 589 in the plan year 2022 filing to 671 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 391481879 · The Boldt Group Inc PY 2023 · 401(k)
The Boldt Company's Retirement Plan · $134M · 671 · 93rd
- PART $134M
- TYPE 671
- NET 93rd
- BOOK 401(k)
- VS-ST near The Weitz Retirement and 401(k) Plan
- BOY ind #901
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 Management of Enterprises retirement plans → · Plans in Wisconsin →
The Boldt Company's Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $111M |
|---|---|
| Net Assets (End of Year) | $134M |
| Net Income | $24M |
| Employer EIN | 391481879 |
| Plan Effective Date | 1976-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Boldt Group Inc)
Sponsor-wide plan assets over time
All The Boldt Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $262M 52.57752161554594% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,200 | $172M |
| 2023 | 2 | 1,349 | $219M |
| 2024 | 2 | 1,373 | $262M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
The Boldt Company's Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is The Weitz Retirement and 401(k) Plan in IA ($134M); by covered participants it is Covanta Environmental Solutions 401(k) Plan in NJ (671 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($134M here).
- The Weitz Retirement and 401(k) Plan (IA) $134M · 924
- Pipe Trades District Council 36 Defined Contribution Plan (CA) $134M · 1,079
- Alvaria, Inc. 401(k) Retirement Plan (GA) $135M · 607
- Zekelman Industries Collectively Bargained Employees 401(k) Plan (IL) $134M · 1,095
Similar participant headcount
Nearest other-state filings by covered participants (671 participants); asset peers above are excluded.
- Covanta Environmental Solutions 401(k) Plan (NJ) 671 · 0 off
- Sage 401(k) Plan (MA) 671 · 0 off
- Inland Truck Parts Company 401(k) Plan (KS) 671 · 0 off
- Q.E.D. Systems, Inc. 401(k) Plan (VA) 671 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.