401(k) · DOL Form 5500 · 2023

Bolton Medical Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
563
Participants Below avg headcount
78th
Percentile by assets National rank
$47,737
Avg per participant Low balance/head
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Official DOL plan name: Terumo Aortic Retirement Plan · Sponsored by Bolton Medical Inc. · Florida · Manufacturing

$27M in assets, 563 participants

Bolton Medical Inc.'s Terumo Aortic Retirement Plan reported $27M in total assets and 563 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #12,888 in Manufacturing (18,722 peers)

Where Terumo Aortic Retirement Plan sits by assets

Terumo Aortic Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 563 participants (~$47,737/participant), up 28.4% in 2023.

#12,888
in Manufacturing (18,722 peers)
+28.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Terumo Aortic Retirement Plan's outsized position by total assets

Terumo Aortic Retirement Plan vs every filed plan by assets

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

$26,875,720 Top 22% higher than 78% 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

Terumo Aortic Retirement 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. Terumo Aortic Retirement Plan sits mid-pack in the medium band (563 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Terumo Aortic Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Terumo Aortic Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Terumo Aortic Retirement Plan reported participants rose from 497 in the plan year 2022 filing to 563 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 223213772 · Bolton Medical Inc. PY 2023 · 401(k)

Terumo Aortic Retirement Plan · $27M · 563 · 78th

  • NET $27M
  • NET 563
  • NET 78th
  • NET 401(k)
  • NET near American Association of Nurse Anesthetists 401(k) Plan & Trust
  • NET ind #12888

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 Florida →

Terumo Aortic Retirement Plan in the asset neighbourhood

Terumo Aortic Retirement Plan$27MAmerican Association of Nurse Anesthetists 401(k) Plan & TrustAmerican Association of Nurs…$27MLaramar Consolidated Group 401(k) PlanLaramar Consolidated Group 4…$27MOrthopedic Partners 401(k) Profit Sharing PlanOrthopedic Partners 401(k) P…$27MDobbs Employee's 401(k) Profit Sharing & Savings PlanDobbs Employee's 401(k) Prof…$27M
End-of-year total assets ($M) among Terumo Aortic Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$27M
Net Income$6M
Employer EIN223213772
Plan Effective Date2001-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bolton Medical Inc.)

Sponsor-wide plan assets over time

All Bolton Medical Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 63.20119878933975% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $20.9M $34.2M ▲ +63.2%
Year Plans Participants Total Assets
2022 1 497 $21M
2023 1 563 $27M
2024 1 584 $34M

Nearby 401(k) Plans in Florida

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

Terumo Aortic Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Terumo Aortic Retirement Plan, Total assets ($B): 0.02687572 · Participants: 563Terumo Aortic Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Terumo Aortic Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Terumo Aortic Retirement Plan side-by-side with 3 peers →

Terumo Aortic Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is American Association of Nurse Anesthetists 401(k) Plan & Trust in IL ($27M); by covered participants it is The Campbell Clinic, P.C. Employees' Retirement Plan and Trust in TN (563 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (563 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 Terumo Aortic Retirement Plan assets move in 2023? ▼
Terumo Aortic Retirement Plan grew sharply - up 28.4% during 2023, from $21M to $27M. Reported net income was $6M.
How have Bolton Medical Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bolton Medical Inc.'s sponsor-wide assets grew 63.2%, from $21M to $34M.
Where does Terumo Aortic Retirement Plan rank by assets among Form 5500 filers? ▼
Terumo Aortic Retirement Plan ranks in the 78th 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 Terumo Aortic Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Association of Nurse Anesthetists 401(k) Plan & Trust in IL ($27M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Terumo Aortic Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Campbell Clinic, P.C. Employees' Retirement Plan and Trust in TN (563 participants, $127M 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 223213772.

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.