ESOP · DOL Form 5500 · 2023
The Boldt Group, Inc. ESOP
Data updated 2026-08-11
- $85M
- Total assets
- 678
- Participants
- 90th
- Percentile by assets
- $124,825
- Avg per participant
Official DOL plan name: The Boldt Group, Inc. Employee Stock Ownership Plan · Sponsored by The Boldt Group, Inc. · Wisconsin · Management of Enterprises
$85M in assets, 678 participants
The Boldt Group, Inc.'s The Boldt Group, Inc. Employee Stock Ownership Plan reported $85M in total assets and 678 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 127,072 plans)
- #846 in Management of Enterprises (1,137 peers)
Where The Boldt Group, Inc. Employee Stock Ownership Plan sits by assets
The Boldt Group, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $85M for 678 participants (~$124,825/participant), up 39.1% in 2023.
- $85M
- total plan assets (2023 EOY)
- 678
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $124,825
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Boldt Group, Inc. Employee Stock Ownership Plan reported net income rose from $15M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- The Boldt Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $61M in the plan year 2022 filing to $85M in the plan year 2023 filing.
- The Boldt Group, Inc. Employee Stock Ownership Plan reported participants rose from 611 in the plan year 2022 filing to 678 in the plan year 2023 filing.
The Boldt Group, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, The Boldt Group, Inc. Employee Stock Ownership Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $25M |
| Employer EIN | 391481879 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Boldt Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,200 | $172M |
| 2023 | 2 | 1,349 | $219M |
| 2024 | 2 | 1,373 | $262M |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
The Boldt Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
- Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
- Ki Employee Stock Ownership Plan $511M · 1,624
- Trachte Building Systems Employee Stock Ownership Plan $331M · 228
- Wausau Supply Company Employee Stock Ownership Plan $315M · 808
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to The Boldt Group, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on The Boldt Group, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, The Boldt Group, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- The Boldt Group, Inc.'s sponsor-wide assets have grown 52.6% since 2022 across 3 plan years on file. More Management of Enterprises plans