401(k) · DOL Form 5500 · 2023

Bolger & O'hearn, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
20
Participants Small participant base
55th
Percentile by assets National rank
$424,254
Avg per participant High balance/head
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Official DOL plan name: Bolger & O'hearn, Inc. Profit Sharing Plan · Sponsored by Bolger & O'hearn, Inc. · Massachusetts · Wholesale Trade

$8M in assets, 20 participants

Bolger & O'hearn, Inc.'s Bolger & O'hearn, Inc. Profit Sharing Plan reported $8M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #2,892 in Wholesale Trade (6,309 peers)

Bolger & O'hearn, Inc. multi-year trail

Bolger & O'hearn, Inc.'s plans moved -100.0% in assets from 2022 to 2024; this filing shows Bolger & O'hearn, Inc. Profit Sharing Plan at $8M / 20 participants.

#2,892
in Wholesale Trade (6,309 peers)
+7.6%
assets growth YoY

Bolger & O'hearn, Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Bolger & O'hearn, Inc. Profit Sharing Plan vs every filed plan by assets

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

$8,485,082 Top 45% higher than 55% 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

Bolger & O'hearn, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bolger & O'hearn, Inc. Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bolger & O'hearn, Inc. Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $600K in the plan year 2023 filing.
  • Bolger & O'hearn, Inc. Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Bolger & O'hearn, Inc. Profit Sharing Plan reported participants rose from 19 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042454566 · Bolger & O'hearn, Inc. PY 2023 · 401(k)

Bolger & O'hearn, Inc. Profit Sharing Plan · $8M · 20 · 55th

  • BOY $8M
  • SCH 20
  • EBSA 55th
  • PART 401(k)
  • TYPE near Immunocore 401(k) Savings Plan
  • NET ind #2892

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Bolger & O'hearn, Inc. Profit Sharing Plan in the asset neighbourhood

Bolger & O'hearn, Inc. Profit Sharing PlanBolger & O'hearn, Inc. Profi…$8MImmunocore 401(k) Savings PlanImmunocore 401(k) Savings Pl…$8MNalu Medical, Inc. 401(k) PlanNalu Medical, Inc. 401(k) Pl…$8MDouglass Winthrop Advisors 401(k) PlanDouglass Winthrop Advisors 4…$8MPacific Charter Institute 401(k) Profit Sharing PlanPacific Charter Institute 40…$8M
End-of-year total assets ($M) among Bolger & O'hearn, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bolger & O'hearn, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bolger & O'hearn, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2K 99.9736333174423% vs 2022
2024 filing year
$0M$5M$10M 202220232024 $7.88M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 19 $8M
2023 1 20 $8M
2024 1 22 $2K

Bolger & O'hearn, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$600K
Employer EIN042454566
Plan Effective Date1983-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Bolger & O'hearn, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Bolger & O'hearn, Inc. Profit Sharing Plan, Total assets ($B): 0.008485082 · Participants: 20Bolger & O'hearn, Inc. Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Bolger & O'hearn, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Bolger & O'hearn, Inc. Profit Sharing Plan side-by-side with 3 peers →

Bolger & O'hearn, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Immunocore 401(k) Savings Plan in PA ($8M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Bolger & O'hearn, Inc. Profit Sharing Plan assets move in 2023? ▼
Bolger & O'hearn, Inc. Profit Sharing Plan grew at a solid clip - up 7.6% during 2023, from $8M to $8M. Reported net income was $600K.
How have Bolger & O'hearn, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bolger & O'hearn, Inc.'s sponsor-wide assets declined 100.0%, from $8M to $2K.
Which 401(k) plans are similar in size to Bolger & O'hearn, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Immunocore 401(k) Savings Plan in PA ($8M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Bolger & O'hearn, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K 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 042454566.

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.