401(k) · DOL Form 5500 · 2023

Bold Penguin, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
262
Participants Below avg headcount
66th
Percentile by assets National rank
$53,785
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bold Penguin 401(k) Plan · Sponsored by Bold Penguin, Inc. · Ohio · Information & Media

$14M in assets, 262 participants

Bold Penguin, Inc.'s Bold Penguin 401(k) Plan reported $14M in total assets and 262 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #1,545 in Information & Media (2,818 peers)

Coverage in Ohio

Bold Penguin 401(k) Plan covers 262 participants in Ohio, about 34% of the average Ohio filer (state average ~765 per filing). Assets: $14M.

#1,545
in Information & Media (2,818 peers)
+36.6%
assets growth YoY

Bold Penguin 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Bold Penguin 401(k) Plan vs every filed plan by assets

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

$14,091,686 Top 34% higher than 66% 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

Bold Penguin 401(k) 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. Bold Penguin 401(k) Plan sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bold Penguin 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Bold Penguin 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Bold Penguin 401(k) Plan reported participants rose from 211 in the plan year 2022 filing to 262 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 813064148 · Bold Penguin, Inc. PY 2023 · 401(k)

Bold Penguin 401(k) Plan · $14M · 262 · 66th

  • VS-ST $14M
  • VS-ST 262
  • VS-ST 66th
  • VS-ST 401(k)
  • VS-ST near Covation Savings Plan
  • VS-ST ind #1545

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 Information & Media retirement plans → · Plans in Ohio →

Bold Penguin 401(k) Plan in the asset neighbourhood

Bold Penguin 401(k) Plan$14MCovation Savings Plan$14MHumacyte Global 401(k) Plan$14MKugler Company 401(k) Profit Sharing PlanKugler Company 401(k) Profit…$14MJulia Dyckman Andrus Memorial, Inc. 401(k) Retirement PlanJulia Dyckman Andrus Memoria…$14M
End-of-year total assets ($M) among Bold Penguin 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN813064148
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bold Penguin, Inc.)

Sponsor-wide plan assets over time

All Bold Penguin, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 80.94152878303618% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $10.3M $18.7M ▲ +81.0%
Year Plans Participants Total Assets
2022 1 211 $10M
2023 1 262 $14M
2024 1 238 $19M

Nearby 401(k) Plans in Ohio

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

Bold Penguin 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Bold Penguin 401(k) Plan, Total assets ($B): 0.014091686 · Participants: 262Bold Penguin 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Bold Penguin 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Bold Penguin 401(k) Plan side-by-side with 3 peers →

Bold Penguin 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Covation Savings Plan in DE ($14M); by covered participants it is Somerset Cpas, P.C. Profit Sharing and 401(k) Savings Plan in IN (262 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Bold Penguin 401(k) Plan assets move in 2023? ▼
Bold Penguin 401(k) Plan surged - up 36.6% during 2023, from $10M to $14M. Reported net income was $4M.
How have Bold Penguin, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bold Penguin, Inc.'s sponsor-wide assets grew 80.9%, from $10M to $19M.
Which 401(k) plans are similar in size to Bold Penguin 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Covation Savings Plan in DE ($14M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Bold Penguin 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Somerset Cpas, P.C. Profit Sharing and 401(k) Savings Plan in IN (262 participants, N/A 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 813064148.

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.