ESOP · DOL Form 5500 · 2023

The Boldt Group, Inc. ESOP

Data updated 2026-08-25

$85M
Total assets Below avg plan size
678
Participants Below avg headcount
90th
Percentile by assets National rank
$124,825
Avg per participant Near avg balance/head
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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.

  • #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.

#846
in Management of Enterprises (1,137 peers)
+39.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

The Boldt Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

The Boldt Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$84,631,075 Top 10% higher than 90% 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

The Boldt Group, 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. The Boldt Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (678 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391481879 · The Boldt Group, Inc. PY 2023 · ESOP

The Boldt Group, Inc. Employee Stock Ownership Plan · $85M · 678 · 90th

  • ASSETS $85M
  • PCT 678
  • EIN 90th
  • RANK ESOP
  • PHOTO near Maine Drilling & Blasting Group Employee Stock Ownership Plan
  • IND ind #846

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 Wisconsin →

The Boldt Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bay Cities Container Corporation Employee Stock Ownership PlanBay Cities Container Corpora…$85MThe Boldt Group, Inc. Employee Stock Ownership PlanThe Boldt Group, Inc. Employ…$85MMaine Drilling & Blasting Group Employee Stock Ownership PlanMaine Drilling & Blasting Gr…$85MKlj Solutions Co Employee Stock Ownership PlanKlj Solutions Co Employee St…$85MDuramax Global Corp Employee Stock Ownership PlanDuramax Global Corp Employee…$84M
End-of-year total assets ($M) among The Boldt Group, 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)$61M
Net Assets (End of Year)$51M
Net Income$25M
Employer EIN391481879
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Boldt Group, Inc.)

Sponsor-wide plan assets over time

All The Boldt Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$262M 52.57752161554594% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $172M $262M ▲ +52.6%
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 Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants The Boldt Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.084631075 · Participants: 678The Boldt Group, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
The Boldt Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare The Boldt Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Boldt Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Maine Drilling & Blasting Group Employee Stock Ownership Plan in ME ($85M); by covered participants it is Canandaigua National Bank & Trust Company Employee Stock Ownership Plan in NY (678 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (678 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 The Boldt Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
The Boldt Group, Inc. Employee Stock Ownership Plan surged - up 39.1% during 2023, from $61M to $85M. Reported net income was $25M.
How have The Boldt Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Boldt Group, Inc.'s sponsor-wide assets grew 52.6%, from $172M to $262M.
Where does The Boldt Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Boldt Group, Inc. Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to The Boldt Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Maine Drilling & Blasting Group Employee Stock Ownership Plan in ME ($85M, 425 participants).
Which ESOP plans cover a similar participant headcount to The Boldt Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Canandaigua National Bank & Trust Company Employee Stock Ownership Plan in NY (678 participants, $9M 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 391481879.

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.