ESOP · DOL Form 5500 · 2023

Bolton & Menk, Inc. ESOP

Data updated 2026-08-25

$60M
Total assets Below avg plan size
807
Participants Near avg headcount
87th
Percentile by assets National rank
$74,647
Avg per participant Below avg balance/head
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Official DOL plan name: Bolton & Menk, Inc. Employee Stock Ownership Plan · Sponsored by Bolton & Menk, Inc. · Minnesota · Professional & Technical Services

$60M in assets, 807 participants

Bolton & Menk, Inc.'s Bolton & Menk, Inc. Employee Stock Ownership Plan reported $60M in total assets and 807 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,985 in Professional & Technical Services (20,321 peers)

Where Bolton & Menk, Inc. Employee Stock Ownership Plan sits by assets

Bolton & Menk, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $60M for 807 participants (~$74,647/participant), up 4.3% in 2023.

#17,985
in Professional & Technical Services (20,321 peers)
+4.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Bolton & Menk, Inc. Employee Stock Ownership Plan's outsized position by total assets

Bolton & Menk, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$60,240,124 Top 13% higher than 87% 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

Bolton & Menk, Inc. Employee Stock Ownership 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. Bolton & Menk, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (807 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bolton & Menk, Inc. Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Bolton & Menk, Inc. Employee Stock Ownership Plan reported participants rose from 697 in the plan year 2022 filing to 807 in the plan year 2023 filing.
  • Bolton & Menk, Inc. Employee Stock Ownership Plan end-of-year assets rose from $58M in the plan year 2022 filing to $60M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 410832249 · Bolton & Menk, Inc. PY 2023 · ESOP

Bolton & Menk, Inc. Employee Stock Ownership Plan · $60M · 807 · 87th

  • PART $60M
  • PART 807
  • PART 87th
  • PART ESOP
  • PART near Employee Benefits Corporation Employee Stock Ownership Plan
  • PART ind #17985

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 What is an ESOP? → · Plans in Minnesota →

Bolton & Menk, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Penmac Staffing Services Inc Employee Stock Ownership PlanPenmac Staffing Services Inc…$60MIpt Employee Stock Ownership PlanIpt Employee Stock Ownership…$60MBolton & Menk, Inc. Employee Stock Ownership PlanBolton & Menk, Inc. Employee…$60MEmployee Benefits Corporation Employee Stock Ownership PlanEmployee Benefits Corporatio…$60MBartlett & West, Inc. Employee Stock Ownership PlanBartlett & West, Inc. Employ…$60M
End-of-year total assets ($M) among Bolton & Menk, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$60M
Net Income$4M
Employer EIN410832249
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bolton & Menk, Inc.)

Sponsor-wide plan assets over time

All Bolton & Menk, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$233M 43.79565606368376% vs 2022
2024 filing year
$150M$200M$250M 202220232024 $162M $233M ▲ +43.8%
Year Plans Participants Total Assets
2022 2 1,411 $162M
2023 2 1,638 $191M
2024 2 1,875 $233M

Nearby ESOP Plans in Minnesota

Peer ESOP plans, same state, same plan type, ranked by total assets.

Bolton & Menk, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 02004006008001000 Total assets ($M) Participants Bolton & Menk, Inc. Employee Stock Ownership Plan, Total assets ($M): 60.240124 · Participants: 807Bolton & Menk, Inc. Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Bolton & Menk, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Bolton & Menk, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Bolton & Menk, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Employee Benefits Corporation Employee Stock Ownership Plan in WI ($60M); by covered participants it is Wausau Supply Company Employee Stock Ownership Plan in WI (808 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (807 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 Bolton & Menk, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Bolton & Menk, Inc. Employee Stock Ownership Plan edged up modestly - up 4.3% during 2023, from $58M to $60M. Reported net income was $4M.
How have Bolton & Menk, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bolton & Menk, Inc.'s sponsor-wide assets grew 43.8%, from $162M to $233M.
Where does Bolton & Menk, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bolton & Menk, Inc. Employee Stock Ownership Plan ranks in the 87th 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 ESOP plans are similar in size to Bolton & Menk, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Employee Benefits Corporation Employee Stock Ownership Plan in WI ($60M, 143 participants).
Which ESOP plans cover a similar participant headcount to Bolton & Menk, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wausau Supply Company Employee Stock Ownership Plan in WI (808 participants, $315M 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 410832249.

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.