ESOP · DOL Form 5500 · 2023

Bolton & Menk, Inc. ESOP

Data updated 2026-08-11

$60M
Total assets
807
Participants
87th
Percentile by assets
$74,647
Avg per participant
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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.

  • 87th percentile by assets (of 127,072 plans)
  • #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.

$60M
total plan assets (2023 EOY)
807
covered participants
87th
percentile by assets (of 127,072 plans)
$74,647
avg assets per participant

Where Bolton & Menk, Inc. Employee Stock Ownership Plan sits 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 $2,010,000,000 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

  • 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 →

State
Minnesota
Industry
Professional & Technical Services

Bolton & Menk, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Bolton & Menk, Inc. Employee Stock Ownership Plan outranks 87% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

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.)

$150M$200M$250M 202220232024 $162M $233M ▲ +43.8%
Total plan assets by year, all Bolton & Menk, Inc. plans on file
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 ($M) Participants Bolton & Menk, Inc. …, Total assets ($M): 60.240124 · Participants: 807Bolton & Menk, Inc. …Andersen Corporation…, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation…Kingdom Enterprises,…, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises,…Landscape Structures…, Total assets ($M): 432.374379 · Participants: 446Landscape Structures…Hormel Foods Corpora…, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corpora…Force America Inc. E…, Total assets ($M): 426.610266 · Participants: 412Force America Inc. E…
Bolton & Menk, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Bolton & Menk, Inc. Employee Stock Owner… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Bolton & Menk, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Bolton & Menk, Inc. Employee Stock Owner…

Scale reading

Ways to act on Bolton & Menk, Inc. Employee Stock Ownership 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 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.