401(k) · DOL Form 5500 · 2023

Bozzuto & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$155M
Total assets Near avg plan size
3,023
Participants Above avg headcount
94th
Percentile by assets National rank
$51,326
Avg per participant Low balance/head
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Official DOL plan name: Bozzuto & Associates, Inc. 401(k) Plan · Sponsored by Bozzuto & Associates, Inc. · Maryland · Real Estate

$155M in assets, 3,023 participants

Bozzuto & Associates, Inc.'s Bozzuto & Associates, Inc. 401(k) Plan reported $155M in total assets and 3,023 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #4,658 in Real Estate (4,727 peers)

Coverage in Maryland

Bozzuto & Associates, Inc. 401(k) Plan covers 3,023 participants in Maryland, 3.3x the typical Maryland plan (state average ~929 per filing). Assets: $155M.

#4,658
in Real Estate (4,727 peers)
+25.0%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Bozzuto & Associates, Inc. 401(k) Plan's outsized position by total assets

Bozzuto & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$155,159,416 Top 6% higher than 94% 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

Bozzuto & Associates, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bozzuto & Associates, Inc. 401(k) Plan lands in the large band (3,023 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bozzuto & Associates, Inc. 401(k) Plan reported net income rose from -$17M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Bozzuto & Associates, Inc. 401(k) Plan end-of-year assets rose from $124M in the plan year 2022 filing to $155M in the plan year 2023 filing.
  • Bozzuto & Associates, Inc. 401(k) Plan reported participants rose from 2,722 in the plan year 2022 filing to 3,023 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521566117 · Bozzuto & Associates, Inc. PY 2023 · 401(k)

Bozzuto & Associates, Inc. 401(k) Plan · $155M · 3,023 · 94th

  • NET $155M
  • BOOK 3,023
  • VS-ST 94th
  • BOY 401(k)
  • SCH near Surescripts, LLC 401(k) Plan
  • EBSA ind #4658

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 Real Estate retirement plans → · Plans in Maryland →

Bozzuto & Associates, Inc. 401(k) Plan in the asset neighbourhood

Hunter Engineering Company 401(k) PlanHunter Engineering Company 4…$155MSurescripts, LLC 401(k) Plan$155MJ. J. Keller & Associates, Inc. Employees' 401(k) Savings and Retirement PlanJ. J. Keller & Associates, I…$155MBozzuto & Associates, Inc. 401(k) PlanBozzuto & Associates, Inc. 4…$155MProskauer Rose LLP Savings Plan for AssociatesProskauer Rose LLP Savings P…$155M
End-of-year total assets ($M) among Bozzuto & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$155M
Net Income$31M
Employer EIN521566117
Plan Effective Date1988-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bozzuto & Associates, Inc.)

Sponsor-wide plan assets over time

All Bozzuto & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$190M 53.11300306351207% vs 2022
2024 filing year
$100M$120M$140M$160M$180M$200M 202220232024 $124M $190M ▲ +53.1%
Year Plans Participants Total Assets
2022 1 2,722 $124M
2023 1 3,023 $155M
2024 1 3,234 $190M

Nearby 401(k) Plans in Maryland

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

Bozzuto & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bozzuto & Associates, Inc. 401(k) Plan, Total assets ($B): 0.155159416 · Participants: 3023Bozzuto & Associates, Inc. 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Bozzuto & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Bozzuto & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Bozzuto & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Surescripts, LLC 401(k) Plan in VA ($155M); by covered participants it is Sammons Enterprises, Inc. 401(k) Savings Plan in TX (3,024 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,023 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 Bozzuto & Associates, Inc. 401(k) Plan assets move in 2023? ▼
Bozzuto & Associates, Inc. 401(k) Plan grew sharply - up 25.0% during 2023, from $124M to $155M. Reported net income was $31M.
How have Bozzuto & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bozzuto & Associates, Inc.'s sponsor-wide assets grew 53.1%, from $124M to $190M.
Where does Bozzuto & Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bozzuto & Associates, Inc. 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bozzuto & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Surescripts, LLC 401(k) Plan in VA ($155M, 675 participants).
Which 401(k) plans cover a similar participant headcount to Bozzuto & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sammons Enterprises, Inc. 401(k) Savings Plan in TX (3,024 participants, $285M 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 521566117.

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.