Other · DOL Form 5500 · 2023

The Bolles School Retirement Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
290
Participants Below avg headcount
88th
Percentile by assets National rank
$222,454
Avg per participant Above avg balance/head
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Official DOL plan name: The Bolles School Retirement Plan · Sponsored by The Bolles School · Florida · Educational Services

$65M in assets, 290 participants

The Bolles School's The Bolles School Retirement Plan reported $65M in total assets and 290 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.

  • #2,929 in Educational Services (3,735 peers)

Coverage in Florida

The Bolles School Retirement Plan covers 290 participants in Florida, about 46% of the average Florida filer (state average ~628 per filing). Assets: $65M.

#2,929
in Educational Services (3,735 peers)
+10.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Bolles School Retirement Plan's outsized position by total assets

The Bolles School Retirement Plan vs every filed plan by assets

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

$64,511,705 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

The Bolles School 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. The Bolles School Retirement Plan sits mid-pack in the medium band (290 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Bolles School Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Bolles School Retirement Plan end-of-year assets rose from $58M in the plan year 2022 filing to $65M in the plan year 2023 filing.
  • The Bolles School Retirement Plan reported participants rose from 286 in the plan year 2022 filing to 290 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 590637814 · The Bolles School PY 2023 · Other

The Bolles School Retirement Plan · $65M · 290 · 88th

  • BOOK $65M
  • BOOK 290
  • BOOK 88th
  • BOOK Other
  • BOOK near New York Public Radio Retirement Plan
  • BOOK ind #2929

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 Educational Services retirement plans → · Plans in Florida →

The Bolles School Retirement Plan in the asset neighbourhood

Lincoln Memorial University Defined Contribution Retirement PlanLincoln Memorial University …$65MNew York Public Radio Retirement PlanNew York Public Radio Retire…$65MThe Bolles School Retirement PlanThe Bolles School Retirement…$65MTax Deferred Annuity Plan of Visiting NurseTax Deferred Annuity Plan of…$64MDurham Academy, Inc. Defined Contribution and Tax Deferred Annuity PlanDurham Academy, Inc. Defined…$64M
End-of-year total assets ($M) among The Bolles School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$65M
Net Income$6M
Employer EIN590637814
Plan Effective Date1972-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bolles School)

Sponsor-wide plan assets over time

All The Bolles School plans reported in each filing year

Latest sponsor-wide plan assets
$69M 17.870618990311183% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $58.4M $68.9M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 286 $58M
2023 1 290 $65M
2024 1 298 $69M

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

The Bolles School Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants The Bolles School Retirement Plan, Total assets ($B): 0.064511705 · Participants: 290The Bolles School Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
The Bolles School Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare The Bolles School Retirement Plan side-by-side with 3 peers →

The Bolles School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is New York Public Radio Retirement Plan in NY ($65M); by covered participants it is Shady Side Academy Retirement Plan in PA (290 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (290 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 The Bolles School Retirement Plan assets move in 2023? ▼
The Bolles School Retirement Plan grew at a solid clip - up 10.4% during 2023, from $58M to $65M. Reported net income was $6M.
How have The Bolles School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Bolles School's sponsor-wide assets grew 17.9%, from $58M to $69M.
Where does The Bolles School Retirement Plan rank by assets among Form 5500 filers? ▼
The Bolles School Retirement Plan 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 Other plans are similar in size to The Bolles School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is New York Public Radio Retirement Plan in NY ($65M, 356 participants).
Which Other plans cover a similar participant headcount to The Bolles School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Shady Side Academy Retirement Plan in PA (290 participants, $70M 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 590637814.

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.