401(k) · DOL Form 5500 · 2023

Bozzuto & Associates, Inc. 401(k) Plan

Data updated 2026-08-11

$155M
Total assets
3,023
Participants
94th
Percentile by assets
$51,326
Avg per participant
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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.

  • 94th percentile by assets (of 127,072 plans)
  • #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.

$155M
total plan assets (2023 EOY)
3,023
covered participants
94th
percentile by assets (of 127,072 plans)
$51,326
avg assets per participant

Where Bozzuto & Associates, Inc. 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Maryland
Industry
Real Estate

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. Bozzuto & Associates, Inc. 401(k) Plan reports 3,023 participants - 3.3x that state average ($155M EOY assets).

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.)

$100M$120M$140M$160M$180M$200M 202220232024 $124M $190M ▲ +53.1%
Total plan assets by year, all Bozzuto & Associates, Inc. plans on file
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 ($B) Participants Bozzuto & Associates…, Total assets ($B): 0.155159416 · Participants: 3023Bozzuto & Associates…Lockheed Martin Corp…, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corp…Marriott Retirement …, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement …T. Rowe Price U.S. R…, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. R…Nfl Player Second Ca…, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Ca…Sodexo 401 (K) Emplo…, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Emplo…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bozzuto & Associates, Inc. 401(k) Plan by total assets, not by location.

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).

Next read for Bozzuto & Associates, Inc. 401(k) Plan

Filing takeaways

Ways to act on Bozzuto & Associates, Inc. 401(k) Plan's numbers.

  • By total assets, Bozzuto & Associates, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Maryland. Compare plans
  • Bozzuto & Associates, Inc.'s sponsor-wide assets have grown 53.1% since 2022 across 3 plan years on file. More Real Estate plans

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.