401(k) · DOL Form 5500 · 2023

Bourque Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
126
Participants Small participant base
70th
Percentile by assets National rank
$134,866
Avg per participant Near avg balance/head
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Official DOL plan name: Bourque Holdings 401(k) Plan · Sponsored by Bourque Holdings, LLC · Texas · Professional & Technical Services

$17M in assets, 126 participants

Bourque Holdings, LLC's Bourque Holdings 401(k) Plan reported $17M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,035 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Bourque Holdings 401(k) Plan covers 126 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $17M.

#14,035
in Professional & Technical Services (20,321 peers)
+27.5%
assets growth YoY

Bourque Holdings 401(k) Plan's outsized position by total assets

Bourque Holdings 401(k) Plan vs every filed plan by assets

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

$16,993,061 Top 30% higher than 70% 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

Bourque Holdings 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. Bourque Holdings 401(k) Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bourque Holdings 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Bourque Holdings 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Bourque Holdings 401(k) Plan reported participants fell from 154 in the plan year 2022 filing to 126 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 844306683 · Bourque Holdings, LLC PY 2023 · 401(k)

Bourque Holdings 401(k) Plan · $17M · 126 · 70th

  • PCT $17M
  • PCT 126
  • PCT 70th
  • PCT 401(k)
  • PCT near Plumpjack Management Group, LLC Retirement Savings Plan
  • PCT ind #14035

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 Texas →

Bourque Holdings 401(k) Plan in the asset neighbourhood

Bourque Holdings 401(k) Plan$17MPlumpjack Management Group, LLC Retirement Savings PlanPlumpjack Management Group, …$17MHisense USA Corporation 401(k) Profit Sharing Plan & TrustHisense USA Corporation 401(…$17MThe Country Club 401(k) Plan$17MDetroit Manufacturing Systems, LLC Salaried 401(k) PlanDetroit Manufacturing System…$17M
End-of-year total assets ($M) among Bourque Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN844306683
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bourque Holdings, LLC)

Sponsor-wide plan assets over time

All Bourque Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 52.694711400627604% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.3M $20.4M ▲ +52.8%
Year Plans Participants Total Assets
2022 1 154 $13M
2023 1 126 $17M
2024 1 164 $20M

Nearby 401(k) Plans in Texas

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

Bourque Holdings 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Bourque Holdings 401(k) Plan, Total assets ($B): 0.016993061 · Participants: 126Bourque Holdings 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Bourque Holdings 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Bourque Holdings 401(k) Plan side-by-side with 3 peers →

Bourque Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Plumpjack Management Group, LLC Retirement Savings Plan in CA ($17M); by covered participants it is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Bourque Holdings 401(k) Plan assets move in 2023? ▼
Bourque Holdings 401(k) Plan grew sharply - up 27.5% during 2023, from $13M to $17M. Reported net income was $4M.
How have Bourque Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bourque Holdings, LLC's sponsor-wide assets grew 52.7%, from $13M to $20M.
Which 401(k) plans are similar in size to Bourque Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plumpjack Management Group, LLC Retirement Savings Plan in CA ($17M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Bourque Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants, $4M 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 844306683.

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.