401(k) · DOL Form 5500 · 2023

Bou Bancorp, Inc. 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
327
Participants Below avg headcount
88th
Percentile by assets National rank
$205,052
Avg per participant Above avg balance/head
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Official DOL plan name: Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions · Sponsored by Bou Bancorp, Inc. · Utah · Finance & Insurance

$67M in assets, 327 participants

Bou Bancorp, Inc.'s Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions reported $67M in total assets and 327 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,269 in Finance & Insurance (8,869 peers)

Where Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions sits by assets

Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions sits in the top quartile of all filed plans by assets, $67M for 327 participants (~$205,052/participant), up 7.6% in 2023.

#7,269
in Finance & Insurance (8,869 peers)
+7.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions's outsized position by total assets

Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs every filed plan by assets

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

$67,051,950 Top 12% higher than 88% 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

Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions 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. Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions sits mid-pack in the medium band (327 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions reported participants fell from 355 in the plan year 2022 filing to 327 in the plan year 2023 filing.
  • Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions end-of-year assets rose from $62M in the plan year 2022 filing to $67M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 870661662 · Bou Bancorp, Inc. PY 2023 · 401(k)

Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions · $67M · 327 · 88th

  • PCT $67M
  • PCT 327
  • PCT 88th
  • PCT 401(k)
  • PCT near One Anesthesia 401(k) Profit Sharing Plan
  • PCT ind #7269

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 Finance & Insurance retirement plans → · Plans in Utah →

Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions in the asset neighbourhood

Amcor Specialty Cartons Americas 401(k) Retirement Savings PlanAmcor Specialty Cartons Amer…$67MBou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) ProvisionsBou Bancorp, Inc. Employee S…$67MOne Anesthesia 401(k) Profit Sharing PlanOne Anesthesia 401(k) Profit…$67MCnooc 401(k) Savings and Pension PlanCnooc 401(k) Savings and Pen…$67MKestra Financial, Inc. 401(k) PlanKestra Financial, Inc. 401(k…$67M
End-of-year total assets ($M) among Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$67M
Net Income$5M
Employer EIN870661662
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bou Bancorp, Inc.)

Sponsor-wide plan assets over time

All Bou Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$75M 20.598834484188114% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $62.3M $75.1M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 355 $62M
2023 1 327 $67M
2024 1 348 $75M

Nearby 401(k) Plans in Utah

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

Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions, Total assets ($B): 0.06705195 · Participants: 327Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) ProvisionsIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions side-by-side with 3 peers →

Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is One Anesthesia 401(k) Profit Sharing Plan in KY ($67M); by covered participants it is Simpson University 403b Plan in CA (327 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (327 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 Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions assets move in 2023? ▼
Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions grew at a solid clip - up 7.6% during 2023, from $62M to $67M. Reported net income was $5M.
How have Bou Bancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bou Bancorp, Inc.'s sponsor-wide assets grew 20.6%, from $62M to $75M.
Where does Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions rank by assets among Form 5500 filers? ▼
Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions ranks in the 88th 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 401(k) plans are similar in size to Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by assets is One Anesthesia 401(k) Profit Sharing Plan in KY ($67M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions? ▼
Among 401(k) plans in other states, the closest by covered participants is Simpson University 403b Plan in CA (327 participants, $5M 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 870661662.

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.