401(k) · DOL Form 5500 · 2023

The Boelter Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
491
Participants Below avg headcount
84th
Percentile by assets National rank
$85,181
Avg per participant Below avg balance/head
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Official DOL plan name: The Boelter Companies, Inc. Retirement Savings Plan · Sponsored by The Boelter Companies, Inc. · Wisconsin · Wholesale Trade

$42M in assets, 491 participants

The Boelter Companies, Inc.'s The Boelter Companies, Inc. Retirement Savings Plan reported $42M in total assets and 491 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,312 in Wholesale Trade (6,309 peers)

Where The Boelter Companies, Inc. Retirement Savings Plan sits by assets

The Boelter Companies, Inc. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $42M for 491 participants (~$85,181/participant), up 19.1% in 2023.

#5,312
in Wholesale Trade (6,309 peers)
+19.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Boelter Companies, Inc. Retirement Savings Plan's outsized position by total assets

The Boelter Companies, Inc. Retirement Savings Plan vs every filed plan by assets

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

$41,823,632 Top 16% higher than 84% 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

The Boelter Companies, Inc. Retirement 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. The Boelter Companies, Inc. Retirement Savings Plan sits mid-pack in the medium band (491 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Boelter Companies, Inc. Retirement Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Boelter Companies, Inc. Retirement Savings Plan end-of-year assets rose from $35M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • The Boelter Companies, Inc. Retirement Savings Plan reported participants rose from 444 in the plan year 2022 filing to 491 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390752036 · The Boelter Companies, Inc. PY 2023 · 401(k)

The Boelter Companies, Inc. Retirement Savings Plan · $42M · 491 · 84th

  • PCT $42M
  • EIN 491
  • RANK 84th
  • PHOTO 401(k)
  • IND near Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys
  • EOY ind #5312

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 Wisconsin →

The Boelter Companies, Inc. Retirement Savings Plan in the asset neighbourhood

Amherst H Wilder Foundation 401(k)Amherst H Wilder Foundation …$42MThe Boelter Companies, Inc. Retirement Savings PlanThe Boelter Companies, Inc. …$42MChoate, Hall & Stewart LLP Tax Deferred Savings Plan for AttorneysChoate, Hall & Stewart LLP T…$42MInseego Corp. Retirement Plan$42MEncoura Profit Sharing/401(k) PlanEncoura Profit Sharing/401(k…$42M
End-of-year total assets ($M) among The Boelter Companies, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$42M
Net Income$7M
Employer EIN390752036
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Boelter Companies, Inc.)

Sponsor-wide plan assets over time

All The Boelter Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 43.68279398747952% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35.1M $50.4M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 444 $35M
2023 1 491 $42M
2024 1 508 $50M

Nearby 401(k) Plans in Wisconsin

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

The Boelter Companies, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants The Boelter Companies, Inc. Retirement Savings Plan, Total assets ($B): 0.041823632 · Participants: 491The Boelter Companies, Inc. Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
The Boelter Companies, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Boelter Companies, Inc. Retirement Savings Plan side-by-side with 3 peers →

The Boelter Companies, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys in MA ($42M); by covered participants it is Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan in IL (491 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (491 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 The Boelter Companies, Inc. Retirement Savings Plan assets move in 2023? ▼
The Boelter Companies, Inc. Retirement Savings Plan grew sharply - up 19.1% during 2023, from $35M to $42M. Reported net income was $7M.
How have The Boelter Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Boelter Companies, Inc.'s sponsor-wide assets grew 43.7%, from $35M to $50M.
Where does The Boelter Companies, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Boelter Companies, Inc. Retirement Savings Plan ranks in the 84th 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 The Boelter Companies, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys in MA ($42M, 183 participants).
Which 401(k) plans cover a similar participant headcount to The Boelter Companies, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orthoillinois Profit Sharing/Safe Harbor 401(k) Plan in IL (491 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 390752036.

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.