401(k) · DOL Form 5500 · 2023
Bolton Partners, Inc. 401(k) Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 113
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $412,887
- Avg per participant High balance/head
Official DOL plan name: Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Bolton Partners, Inc. · Maryland · Professional & Technical Services
$47M in assets, 113 participants
Bolton Partners, Inc.'s Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust reported $47M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #17,455 in Professional & Technical Services (20,321 peers)
Coverage in Maryland
Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust covers 113 participants in Maryland, about 12% of the average Maryland filer (state average ~929 per filing). Assets: $47M.
- #17,455
- in Professional & Technical Services (20,321 peers)
- +21.5%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$46,656,279 Top 15% higher than 85% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust 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. Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (113 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $38M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 106 in the plan year 2022 filing to 113 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 521231144 · Bolton Partners, Inc. PY 2023 · 401(k)
Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust · $47M · 113 · 85th
- RANK $47M
- PHOTO 113
- IND 85th
- EOY 401(k)
- 5500 near Macias Gini & O'connell LLP 401(k) Profit Sharing Plan
- ASSETS ind #17455
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 Maryland →
Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $8M |
| Employer EIN | 521231144 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bolton Partners, Inc.)
Sponsor-wide plan assets over time
All Bolton Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 43.6471689174607% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $38M |
| 2023 | 1 | 113 | $47M |
| 2024 | 1 | 123 | $55M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Macias Gini & O'connell LLP 401(k) Profit Sharing Plan in CA ($47M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- Macias Gini & O'connell LLP 401(k) Profit Sharing Plan (CA) $47M · 435
- Groundworks Operations, LLC 401(k) Plan (VA) $47M · 2,457
- Alpha Industries Management, Inc. 401(k) Plan (FL) $47M · 849
- Infinite Electronics 401(k) Plan (CA) $47M · 639
Similar participant headcount
Nearest other-state filings by covered participants (113 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.