401(k) · DOL Form 5500 · 2023

The Boler Company 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
2,163
Participants Above avg headcount
86th
Percentile by assets National rank
$25,534
Avg per participant Low balance/head
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Official DOL plan name: Tax-Deferred Retirement Investment Plan of the Boler Company · Sponsored by The Boler Company · Illinois · Manufacturing

$55M in assets, 2,163 participants

The Boler Company's Tax-Deferred Retirement Investment Plan of the Boler Company reported $55M in total assets and 2,163 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,050 in Manufacturing (18,722 peers)

Coverage in Illinois

Tax-Deferred Retirement Investment Plan of the Boler Company covers 2,163 participants in Illinois, 2.8x the typical Illinois plan (state average ~779 per filing). Assets: $55M.

#15,050
in Manufacturing (18,722 peers)
+28.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Tax-Deferred Retirement Investment Plan of the Boler Company's outsized position by total assets

Tax-Deferred Retirement Investment Plan of the Boler Company vs every filed plan by assets

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

$55,229,917 Top 14% higher than 86% 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

Tax-Deferred Retirement Investment Plan of the Boler Company'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. Tax-Deferred Retirement Investment Plan of the Boler Company lands in the large band (2,163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tax-Deferred Retirement Investment Plan of the Boler Company reported net income rose from -$5M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Tax-Deferred Retirement Investment Plan of the Boler Company end-of-year assets rose from $43M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Tax-Deferred Retirement Investment Plan of the Boler Company reported participants rose from 2,026 in the plan year 2022 filing to 2,163 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362928548 · The Boler Company PY 2023 · 401(k)

Tax-Deferred Retirement Investment Plan of the Boler Company · $55M · 2,163 · 86th

  • EOY $55M
  • EOY 2,163
  • EOY 86th
  • EOY 401(k)
  • EOY near Chesmar Homes LLC 401(k) Plan
  • EOY ind #15050

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 Manufacturing retirement plans → · Plans in Illinois →

Tax-Deferred Retirement Investment Plan of the Boler Company in the asset neighbourhood

Tax-Deferred Retirement Investment Plan of the Boler CompanyTax-Deferred Retirement Inve…$55MChesmar Homes LLC 401(k) Plan$55MNational Guardian Life Savings PlanNational Guardian Life Savin…$55MBaron & Budd, P.C. 401(k) Retirement and Profit Sharing PlanBaron & Budd, P.C. 401(k) Re…$55MWoods Oviatt Gilman, LLP 401(k) PlanWoods Oviatt Gilman, LLP 401…$55M
End-of-year total assets ($M) among Tax-Deferred Retirement Investment Plan of the Boler Company and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$55M
Net Income$13M
Employer EIN362928548
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Boler Company)

Sponsor-wide plan assets over time

All The Boler Company plans reported in each filing year

Latest sponsor-wide plan assets
$735M 30.049944193119426% vs 2022
2024 filing year
$500M$600M$700M$800M 202220232024 $566M $735M ▲ +30.0%
Year Plans Participants Total Assets
2022 5 6,147 $566M
2023 5 6,731 $664M
2024 6 7,400 $735M

Nearby 401(k) Plans in Illinois

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

Tax-Deferred Retirement Investment Plan of the Boler Company vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Tax-Deferred Retirement Investment Plan of the Boler Company, Total assets ($B): 0.055229917 · Participants: 2163Tax-Deferred Retirement Investment Plan of the Boler CompanyAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Tax-Deferred Retirement Investment Plan of the Boler Company vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Tax-Deferred Retirement Investment Plan of the Boler Company side-by-side with 3 peers →

Tax-Deferred Retirement Investment Plan of the Boler Company's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Chesmar Homes LLC 401(k) Plan in TX ($55M); by covered participants it is Bridgewater Interiors, LLC Savings & Investment (401(k)) Plan in MI (2,163 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,163 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 Tax-Deferred Retirement Investment Plan of the Boler Company assets move in 2023? ▼
Tax-Deferred Retirement Investment Plan of the Boler Company grew sharply - up 28.3% during 2023, from $43M to $55M. Reported net income was $13M.
How have The Boler Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Boler Company's sponsor-wide assets grew 30.0%, from $566M to $735M.
Where does Tax-Deferred Retirement Investment Plan of the Boler Company rank by assets among Form 5500 filers? ▼
Tax-Deferred Retirement Investment Plan of the Boler Company ranks in the 86th 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 Tax-Deferred Retirement Investment Plan of the Boler Company? ▼
Among 401(k) plans in other states, the closest by assets is Chesmar Homes LLC 401(k) Plan in TX ($55M, 434 participants).
Which 401(k) plans cover a similar participant headcount to Tax-Deferred Retirement Investment Plan of the Boler Company? ▼
Among 401(k) plans in other states, the closest by covered participants is Bridgewater Interiors, LLC Savings & Investment (401(k)) Plan in MI (2,163 participants, $79M 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 362928548.

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.