401(k) · DOL Form 5500 · 2023

Bold Serenity Inc. 401(k) Plan

Data updated 2026-08-25

$159K
Total assets Small plan by assets: 2
Participants Small participant base: 9th
Percentile by assets National rank: $79,628
Avg per participant Below avg balance/head

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Official DOL plan name: Bold Serenity Inc. Retirement Plan · Sponsored by Bold Serenity Inc. · Missouri · Healthcare & Social Assistance

$159K in assets, 2 participants

Bold Serenity Inc.'s Bold Serenity Inc. Retirement Plan reported $159K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

#1,122 in Healthcare & Social Assistance (17,684 peers)

Bold Serenity Inc. multi-year trail

Bold Serenity Inc.'s plans moved -92.6% in assets from 2023 to 2024; this filing shows Bold Serenity Inc. Retirement Plan at $159K / 2 participants.

#1,122
in Healthcare & Social Assistance (17,684 peers): $159K
reported net income

Bold Serenity Inc. Retirement Plan among the smaller filed plans by assets

Bold Serenity Inc. Retirement Plan vs every filed plan by assets

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

$159,255 9th percentile higher than 9% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Bold Serenity Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bold Serenity Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

DOL schedule card

Filing strip 933694741 · Bold Serenity Inc. PY 2023 · 401(k)

Bold Serenity Inc. Retirement Plan · $159K · 2 · 9th

EOY $159K
5500 2
ASSETS 9th
PCT 401(k)
EIN near Satguru Inc. 401(k) Plan
RANK ind #1122

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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →

End-of-year total assets ($M) among Bold Serenity Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bold Serenity Inc. multi-year asset trail

Latest sponsor-wide plan assets: $12K 92.62063985432168% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	2	$159K
2024	1	2	$12K

Bold Serenity Inc. filing trail (2023)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$159K
Net Income	$159K
Employer EIN	933694741
Plan Effective Date	2023-10-10
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Bold Serenity Inc. Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
Centene Management Corporation Retirement Plan $4.0B · 53,822
Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316

Compare Bold Serenity Inc. Retirement Plan side-by-side with 3 peers →

Bold Serenity Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Satguru Inc. 401(k) Plan in DE ($159K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($159K here).

Satguru Inc. 401(k) Plan (DE) $159K · 2
Sl Shipping Inc. 401(k) Plan (TX) $159K · 1
Britain & America Combine Inc. 401(k) Plan (TN) $159K · N/A
Tau Group Inc. 401(k) Plan (VA) $159K · N/A

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

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 have Bold Serenity Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Bold Serenity Inc.'s sponsor-wide assets declined 92.6%, from $159K to $12K.

Where does Bold Serenity Inc. Retirement Plan rank by assets among Form 5500 filers? ▼

Bold Serenity Inc. Retirement Plan ranks in the 9th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Bold Serenity Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Satguru Inc. 401(k) Plan in DE ($159K, 2 participants).

Which 401(k) plans cover a similar participant headcount to Bold Serenity Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 933694741.