401(k) · DOL Form 5500 · 2023

Bozzuto's, Inc. 401(k) Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
1,505
Participants Near avg headcount
90th
Percentile by assets National rank
$55,783
Avg per participant Low balance/head
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Official DOL plan name: Bozzuto's, Inc. 401(k) Plan · Sponsored by Bozzuto's, Inc. · Connecticut · Wholesale Trade

$84M in assets, 1,505 participants

Bozzuto's, Inc.'s Bozzuto's, Inc. 401(k) Plan reported $84M in total assets and 1,505 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #5,780 in Wholesale Trade (6,309 peers)

Coverage in Connecticut

Bozzuto's, Inc. 401(k) Plan covers 1,505 participants in Connecticut, 2.1x the typical Connecticut plan (state average ~718 per filing). Assets: $84M.

#5,780
in Wholesale Trade (6,309 peers)
+22.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

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

Bozzuto's, Inc. 401(k) Plan vs every filed plan by assets

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

$83,952,921 Top 10% higher than 90% 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's, 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's, Inc. 401(k) Plan lands in the large band (1,505 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bozzuto's, Inc. 401(k) Plan reported net income rose from -$15M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Bozzuto's, Inc. 401(k) Plan end-of-year assets rose from $69M in the plan year 2022 filing to $84M in the plan year 2023 filing.
  • Bozzuto's, Inc. 401(k) Plan reported participants rose from 1,391 in the plan year 2022 filing to 1,505 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 060606469 · Bozzuto's, Inc. PY 2023 · 401(k)

Bozzuto's, Inc. 401(k) Plan · $84M · 1,505 · 90th

  • RANK $84M
  • RANK 1,505
  • RANK 90th
  • RANK 401(k)
  • RANK near Southern Management Companies LLC 401(k) Savings Plan
  • RANK ind #5780

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 Wholesale Trade retirement plans → · Plans in Connecticut →

Bozzuto's, Inc. 401(k) Plan in the asset neighbourhood

Lbmc Employment Partners, LLC 401(k) ProfitLbmc Employment Partners, LL…$84MBozzuto's, Inc. 401(k) Plan$84MSouthern Management Companies LLC 401(k) Savings PlanSouthern Management Companie…$84MEye Health Northwest, P.C. 401(k) Profit Sharing Plan and TrustEye Health Northwest, P.C. 4…$84MKlx Energy Services 401(k) PlanKlx Energy Services 401(k) P…$84M
End-of-year total assets ($M) among Bozzuto's, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$84M
Net Income$15M
Employer EIN060606469
Plan Effective Date1996-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bozzuto's, Inc.)

Sponsor-wide plan assets over time

All Bozzuto's, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$95M 15.916329549811522% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $113M $95.1M ▼ -15.9%
Year Plans Participants Total Assets
2022 2 2,600 $113M
2023 2 2,793 $134M
2024 1 1,474 $95M

Nearby 401(k) Plans in Connecticut

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

Bozzuto's, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bozzuto's, Inc. 401(k) Plan, Total assets ($B): 0.083952921 · Participants: 1505Bozzuto's, Inc. 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Bozzuto's, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Bozzuto's, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Southern Management Companies LLC 401(k) Savings Plan in VA ($84M); by covered participants it is Netscout Systems, Inc. 401(k) Plan in MA (1,505 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,505 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's, Inc. 401(k) Plan assets move in 2023? ▼
Bozzuto's, Inc. 401(k) Plan grew sharply - up 22.3% during 2023, from $69M to $84M. Reported net income was $15M.
How have Bozzuto's, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bozzuto's, Inc.'s sponsor-wide assets declined 15.9%, from $113M to $95M.
Where does Bozzuto's, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bozzuto's, Inc. 401(k) Plan ranks in the 90th 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's, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southern Management Companies LLC 401(k) Savings Plan in VA ($84M, 1,937 participants).
Which 401(k) plans cover a similar participant headcount to Bozzuto's, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Netscout Systems, Inc. 401(k) Plan in MA (1,505 participants, $582M 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 060606469.

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.