401(k) · DOL Form 5500 · 2023

Boulay Pllp 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
255
Participants Below avg headcount
88th
Percentile by assets National rank
$257,739
Avg per participant Above avg balance/head
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Official DOL plan name: Boulay Retirement Plan and Trust · Sponsored by Boulay Pllp · Minnesota · Professional & Technical Services

$66M in assets, 255 participants

Boulay Pllp's Boulay Retirement Plan and Trust reported $66M in total assets and 255 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,160 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Boulay Retirement Plan and Trust covers 255 participants in Minnesota, about 23% of the average Minnesota filer (state average ~1,126 per filing). Assets: $66M.

#18,160
in Professional & Technical Services (20,321 peers)
+21.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Boulay Retirement Plan and Trust's outsized position by total assets

Boulay Retirement Plan and Trust vs every filed plan by assets

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

$65,723,334 Top 12% higher than 88% 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

Boulay Retirement 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. Boulay Retirement Plan and Trust sits mid-pack in the medium band (255 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Boulay Retirement Plan and Trust reported net income rose from $2M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Boulay Retirement Plan and Trust end-of-year assets rose from $54M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • Boulay Retirement Plan and Trust reported participants rose from 229 in the plan year 2022 filing to 255 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 410887288 · Boulay Pllp PY 2023 · 401(k)

Boulay Retirement Plan and Trust · $66M · 255 · 88th

  • ASSETS $66M
  • ASSETS 255
  • ASSETS 88th
  • ASSETS 401(k)
  • ASSETS near Veritex Community Bank 401(k) Plan
  • ASSETS ind #18160

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 Minnesota →

Boulay Retirement Plan and Trust in the asset neighbourhood

Environmental Systems Design, Inc. Employees 401(k) PlanEnvironmental Systems Design…$66MJames Baker Group, Inc. 401(k) PlanJames Baker Group, Inc. 401(…$66MBoulay Retirement Plan and TrustBoulay Retirement Plan and T…$66MVeritex Community Bank 401(k) PlanVeritex Community Bank 401(k…$66MAro Drilling 401(k) Plan$66M
End-of-year total assets ($M) among Boulay Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$66M
Net Income$12M
Employer EIN410887288
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boulay Pllp)

Sponsor-wide plan assets over time

All Boulay Pllp plans reported in each filing year

Latest sponsor-wide plan assets
$69M 27.74820766423706% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $54.1M $69.1M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 229 $54M
2023 1 255 $66M
2024 1 280 $69M

Nearby 401(k) Plans in Minnesota

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

Boulay Retirement Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Boulay Retirement Plan and Trust, Total assets ($B): 0.065723334 · Participants: 255Boulay Retirement Plan and TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Boulay Retirement Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Boulay Retirement Plan and Trust side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Veritex Community Bank 401(k) Plan in TX ($66M); by covered participants it is Johnson & Towers Inc. Thrift Savings Plan in NJ (255 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Boulay Retirement Plan and Trust assets move in 2023? ▼
Boulay Retirement Plan and Trust grew sharply - up 21.5% during 2023, from $54M to $66M. Reported net income was $12M.
How have Boulay Pllp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boulay Pllp's sponsor-wide assets grew 27.7%, from $54M to $69M.
Where does Boulay Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Boulay Retirement Plan and Trust ranks in the 88th 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 Boulay Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Veritex Community Bank 401(k) Plan in TX ($66M, 770 participants).
Which 401(k) plans cover a similar participant headcount to Boulay Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Johnson & Towers Inc. Thrift Savings Plan in NJ (255 participants, N/A 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 410887288.

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.