401(k) · DOL Form 5500 · 2023

The Boldt Group Inc 401(k) Plan

Data updated 2026-08-11

$134M
Total assets
671
Participants
93rd
Percentile by assets
$200,426
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$134M
total plan assets (2023 EOY)
671
covered participants
93rd
percentile by assets (of 127,072 plans)
$200,426
avg assets per participant

Where The Boldt Company's Retirement Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Wisconsin
Industry
Management of Enterprises

The Boldt Company's Retirement Plan vs the 2023 asset distribution

By assets, The Boldt Company's Retirement Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$134M
Net Income$24M
Employer EIN391481879
Plan Effective Date1976-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Boldt Group Inc)

$150M$200M$250M$300M 202220232024 $172M $262M ▲ +52.6%
Total plan assets by year, all The Boldt Group Inc plans on file
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.

The Boldt Company's Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants The Boldt Company's …, Total assets ($B): 0.134485828 · Participants: 671The Boldt Company's …Advocate Aurora Heal…, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Heal…Johnson Controls Ret…, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation …
The Boldt Company's Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Boldt Company's Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Boldt Company's Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Boldt Company's Retirement Plan assets move in 2023? ▼
The Boldt Company's Retirement Plan grew sharply - up 21.4% during 2023, from $111M to $134M. Reported net income was $24M.
How have The Boldt Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Boldt Group Inc's sponsor-wide assets grew 52.6%, from $172M to $262M.
Where does The Boldt Company's Retirement Plan rank by assets among Form 5500 filers? ▼
The Boldt Company's Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Boldt Company's Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Weitz Retirement and 401(k) Plan in IA ($134M, 924 participants).

Next read for The Boldt Company's Retirement Plan

Scale reading

Ways to act on The Boldt Company's Retirement Plan's numbers.

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 391481879.

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.