401(k) · DOL Form 5500 · 2023

Bolt Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
291
Participants Below avg headcount
64th
Percentile by assets National rank
$44,937
Avg per participant Low balance/head
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Official DOL plan name: Bolt Financial, Inc. 401(k) Plan · Sponsored by Bolt Financial, Inc. · California · Information & Media

$13M in assets, 291 participants

Bolt Financial, Inc.'s Bolt Financial, Inc. 401(k) Plan reported $13M in total assets and 291 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #1,482 in Information & Media (2,818 peers)

Coverage in California

Bolt Financial, Inc. 401(k) Plan covers 291 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $13M.

#1,482
in Information & Media (2,818 peers)
+26.8%
assets growth YoY

Bolt Financial, Inc. 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Bolt Financial, Inc. 401(k) Plan vs every filed plan by assets

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

$13,076,547 Top 36% higher than 64% 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

Bolt Financial, Inc. 401(k) 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. Bolt Financial, Inc. 401(k) Plan sits mid-pack in the medium band (291 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bolt Financial, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Bolt Financial, Inc. 401(k) Plan reported participants fell from 385 in the plan year 2022 filing to 291 in the plan year 2023 filing.
  • Bolt Financial, Inc. 401(k) Plan reported net income fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 465042091 · Bolt Financial, Inc. PY 2023 · 401(k)

Bolt Financial, Inc. 401(k) Plan · $13M · 291 · 64th

  • NET $13M
  • NET 291
  • NET 64th
  • NET 401(k)
  • NET near Wilson Lumber Company, Inc. 401(k) Profit Sharing Plan
  • NET ind #1482

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 Information & Media retirement plans → · Plans in California →

Bolt Financial, Inc. 401(k) Plan in the asset neighbourhood

Bolt Financial, Inc. 401(k) PlanBolt Financial, Inc. 401(k) …$13MWilson Lumber Company, Inc. 401(k) Profit Sharing PlanWilson Lumber Company, Inc. …$13MEmery & Webb 401(k) Savings PlanEmery & Webb 401(k) Savings …$13MGb Sales & Service, Inc. Employees 401(k) PlanGb Sales & Service, Inc. Emp…$13MRoller Bearing Company of America Nonexempt Section 401(k) PlanRoller Bearing Company of Am…$13M
End-of-year total assets ($M) among Bolt Financial, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN465042091
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bolt Financial, Inc.)

Sponsor-wide plan assets over time

All Bolt Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 32.76721140751033% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.3M $13.7M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 385 $10M
2023 1 291 $13M
2024 1 103 $14M

Nearby 401(k) Plans in California

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

Bolt Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bolt Financial, Inc. 401(k) Plan, Total assets ($B): 0.013076547 · Participants: 291Bolt Financial, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Bolt Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bolt Financial, Inc. 401(k) Plan side-by-side with 3 peers →

Bolt Financial, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Wilson Lumber Company, Inc. 401(k) Profit Sharing Plan in AL ($13M); by covered participants it is Assemblers, Inc. 401(k) Plan in TN (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 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 Bolt Financial, Inc. 401(k) Plan assets move in 2023? ▼
Bolt Financial, Inc. 401(k) Plan grew sharply - up 26.8% during 2023, from $10M to $13M. Reported net income was $3M.
How have Bolt Financial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bolt Financial, Inc.'s sponsor-wide assets grew 32.8%, from $10M to $14M.
Which 401(k) plans are similar in size to Bolt Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wilson Lumber Company, Inc. 401(k) Profit Sharing Plan in AL ($13M, 330 participants).
Which 401(k) plans cover a similar participant headcount to Bolt Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Assemblers, Inc. 401(k) Plan in TN (291 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 465042091.

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.