401(k) · DOL Form 5500 · 2023

Boll & Branch LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 141
Participants Small participant base: 47th
Percentile by assets National rank: $40,825
Avg per participant Low balance/head

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Official DOL plan name: Boll & Branch LLC Retirement Trust · Sponsored by Boll & Branch LLC · New Jersey · Professional & Technical Services

$6M in assets, 141 participants

Boll & Branch LLC's Boll & Branch LLC Retirement Trust reported $6M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

#9,182 in Professional & Technical Services (20,321 peers)

Coverage in New Jersey

Boll & Branch LLC Retirement Trust covers 141 participants in New Jersey, about 17% of the average New Jersey filer (state average ~844 per filing). Assets: $6M.

#9,182
in Professional & Technical Services (20,321 peers): +68.0%
assets growth YoY

Boll & Branch LLC Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Boll & Branch LLC Retirement Trust vs every filed plan by assets

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

$5,756,302 47th percentile higher than 47% 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

Boll & Branch LLC Retirement Trust 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. Boll & Branch LLC Retirement Trust sits mid-pack in the medium band (141 participants).

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%)

Boll & Branch LLC Retirement Trust reported net income rose from $696K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Boll & Branch LLC Retirement Trust end-of-year assets rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Boll & Branch LLC Retirement Trust reported participants rose from 134 in the plan year 2022 filing to 141 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 462578196 · Boll & Branch LLC PY 2023 · 401(k)

Boll & Branch LLC Retirement Trust · $6M · 141 · 47th

PART $6M
TYPE 141
NET 47th
BOOK 401(k)
VS-ST near Parts Express International, Inc. 401(k) Plan
BOY ind #9182

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

End-of-year total assets ($M) among Boll & Branch LLC Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$6M
Net Income	$2M
Employer EIN	462578196
Plan Effective Date	2015-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Boll & Branch LLC)

Latest sponsor-wide plan assets: $8M 126.60719435548182% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	134	$3M
2023	1	141	$6M
2024	1	169	$8M

Nearby 401(k) Plans in New Jersey

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

Boll & Branch LLC Retirement Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants

JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
Verizon Savings Plan for Management Employees $27.8B · 78,072
Johnson and Johnson Savings Plan $22.2B · 41,291
Ernst & Young Retirement Savings Plan $15.5B · 59,346
Merck US Savings Plan $13.4B · 26,850

Compare Boll & Branch LLC Retirement Trust side-by-side with 3 peers →

Boll & Branch LLC Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Parts Express International, Inc. 401(k) Plan in OH ($6M); by covered participants it is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Parts Express International, Inc. 401(k) Plan (OH) $6M · 105
Johns Hopkins Medical Management Corporation 401(k) Plan (MD) $6M · 974
Peabody Southeast Mining - Umwa 401(k) Plan (MO) $6M · 324
Charlotte Animal Referral & Emergency 401(k) Profit Sharing Plan & Trust (NC) $6M · 180

Similar participant headcount

Nearest other-state filings by covered participants (141 participants); asset peers above are excluded.

Dytran Instruments, Inc. Retirement Savings Plan (CA) 141 · 0 off
Cleveland Hardware and Forging Co. Profit Sharing (WI) 141 · 0 off
Fire Door Solutions, LLC 401(k) Plan (KS) 141 · 0 off
Robbie D. Wood, Inc. Employee Capital Accumulation Plan 401(k) (AL) 141 · 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 did Boll & Branch LLC Retirement Trust assets move in 2023? ▼

Boll & Branch LLC Retirement Trust surged - up 68.0% during 2023, from $3M to $6M. Reported net income was $2M.

How have Boll & Branch LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Boll & Branch LLC's sponsor-wide assets grew 126.6%, from $3M to $8M.

Which 401(k) plans are similar in size to Boll & Branch LLC Retirement Trust? ▼

Among 401(k) plans in other states, the closest by assets is Parts Express International, Inc. 401(k) Plan in OH ($6M, 105 participants).

Which 401(k) plans cover a similar participant headcount to Boll & Branch LLC Retirement Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 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 462578196.