Bolta US, Inc. 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Bolta US, Inc. · Alabama · Manufacturing
What the 2023 filing shows
Bolta US, Inc. 401(k) Plan holds $43K for 320 participants — about $136 per participant, down 99.3% over the 2023 plan year.
- $43K
- total plan assets (2023 EOY)
- 320
- covered participants
- $136
- avg assets per participant
- -99.3%
- assets change YoY
The plan reported a net loss of $6M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Bolta US, Inc. 401(k) Plan
Bolta US, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Bolta US, Inc., headquartered in Alabama. As of the 2023 Form 5500 filing, the plan reports $43K in total end-of-year assets and covers 320 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 471235583, and the plan has been effective since 2015-03-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $6M at the beginning of 2023 to $43K at year-end — a decline of 99.3%. Net assets (after liabilities) closed the year at $27K, with reported net income of $-6,066,327 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $6M |
| Total Assets (End of Year) | $43K |
| Net Assets (End of Year) | $27K |
| Net Income | $-6,066,327 |
| Plan Type | 401(k) |
| Employer EIN | 471235583 |
| Plan Effective Date | 2015-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bolta US, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 368 | $6M |
| 2023 | 1 | 320 | $43K |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.9B · 20,733
- Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
- Hexagon Employee Retirement Savings Plan $1.5B · 4,618
- Vulcan 401(k) Plan $1.4B · 9,487
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A
Related Data
Guides
Frequently Asked Questions
How much money is in the Bolta US, Inc. 401(k) Plan? ▼
What type of plan is Bolta US, Inc. 401(k) Plan? ▼
Who sponsors the Bolta US, Inc. 401(k) Plan? ▼
How did Bolta US, Inc. 401(k) Plan perform in 2023? ▼
Where can I find official filings for Bolta US, Inc. 401(k) Plan? ▼
How does Bolta US, Inc. 401(k) Plan compare to other plans? ▼
Explore PlainRetire
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 471235583.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.