401(k) · DOL Form 5500 · 2023

Niles Bolton Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
146
Participants Small participant base
82nd
Percentile by assets National rank
$251,909
Avg per participant Above avg balance/head
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Official DOL plan name: Niles Bolton Associates, Inc. Incentive Savings Plan · Sponsored by Niles Bolton Associates, Inc. · Georgia · Professional & Technical Services

$37M in assets, 146 participants

Niles Bolton Associates, Inc.'s Niles Bolton Associates, Inc. Incentive Savings Plan reported $37M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,811 in Professional & Technical Services (20,321 peers)

Coverage in Georgia

Niles Bolton Associates, Inc. Incentive Savings Plan covers 146 participants in Georgia, about 13% of the average Georgia filer (state average ~1,096 per filing). Assets: $37M.

#16,811
in Professional & Technical Services (20,321 peers)
+18.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Niles Bolton Associates, Inc. Incentive Savings Plan's outsized position by total assets

Niles Bolton Associates, Inc. Incentive Savings Plan vs every filed plan by assets

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

$36,778,759 Top 18% higher than 82% 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

Niles Bolton Associates, Inc. Incentive Savings 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. Niles Bolton Associates, Inc. Incentive Savings Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Niles Bolton Associates, Inc. Incentive Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Niles Bolton Associates, Inc. Incentive Savings Plan end-of-year assets rose from $31M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Niles Bolton Associates, Inc. Incentive Savings Plan reported participants rose from 131 in the plan year 2022 filing to 146 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 581407613 · Niles Bolton Associates, Inc. PY 2023 · 401(k)

Niles Bolton Associates, Inc. Incentive Savings Plan · $37M · 146 · 82nd

  • TYPE $37M
  • NET 146
  • BOOK 82nd
  • VS-ST 401(k)
  • BOY near Th Foods, Inc. 401(k) Plan
  • SCH ind #16811

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 Georgia →

Niles Bolton Associates, Inc. Incentive Savings Plan in the asset neighbourhood

Niles Bolton Associates, Inc. Incentive Savings PlanNiles Bolton Associates, Inc…$37MTh Foods, Inc. 401(k) Plan$37MKipp Socal Public Schools 401(k) PlanKipp Socal Public Schools 40…$37MThe Claflin Company Savings & Retirement PlanThe Claflin Company Savings …$37MDurect Corporation 401(k) PlanDurect Corporation 401(k) Pl…$37M
End-of-year total assets ($M) among Niles Bolton Associates, Inc. Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$37M
Net Income$6M
Employer EIN581407613
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Niles Bolton Associates, Inc.)

Sponsor-wide plan assets over time

All Niles Bolton Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 34.09506978003704% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.1M $41.7M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 131 $31M
2023 1 146 $37M
2024 1 142 $42M

Nearby 401(k) Plans in Georgia

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

Niles Bolton Associates, Inc. Incentive Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Niles Bolton Associates, Inc. Incentive Savings Plan, Total assets ($B): 0.036778759 · Participants: 146Niles Bolton Associates, Inc. Incentive Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Niles Bolton Associates, Inc. Incentive Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Niles Bolton Associates, Inc. Incentive Savings Plan side-by-side with 3 peers →

Niles Bolton Associates, Inc. Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Th Foods, Inc. 401(k) Plan in IL ($37M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (146 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Niles Bolton Associates, Inc. Incentive Savings Plan assets move in 2023? ▼
Niles Bolton Associates, Inc. Incentive Savings Plan grew sharply - up 18.2% during 2023, from $31M to $37M. Reported net income was $6M.
How have Niles Bolton Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Niles Bolton Associates, Inc.'s sponsor-wide assets grew 34.1%, from $31M to $42M.
Where does Niles Bolton Associates, Inc. Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Niles Bolton Associates, Inc. Incentive Savings Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Niles Bolton Associates, Inc. Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Th Foods, Inc. 401(k) Plan in IL ($37M, 650 participants).
Which 401(k) plans cover a similar participant headcount to Niles Bolton Associates, Inc. Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (146 participants, $1M 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 581407613.

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.