401(k) · DOL Form 5500 · 2023

Bolger LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
159
Participants Small participant base
78th
Percentile by assets National rank
$175,633
Avg per participant Above avg balance/head
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Official DOL plan name: Bolger LLC Retirement Savings Plan and Trust · Sponsored by Bolger LLC · Minnesota · Manufacturing

$28M in assets, 159 participants

Bolger LLC's Bolger LLC Retirement Savings Plan and Trust reported $28M in total assets and 159 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #13,055 in Manufacturing (18,722 peers)

Coverage in Minnesota

Bolger LLC Retirement Savings Plan and Trust covers 159 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $28M.

#13,055
in Manufacturing (18,722 peers)
+24.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bolger LLC Retirement Savings Plan and Trust's outsized position by total assets

Bolger LLC Retirement Savings Plan and Trust vs every filed plan by assets

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

$27,925,584 Top 22% higher than 78% 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

Bolger LLC Retirement Savings 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. Bolger LLC Retirement Savings Plan and Trust sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bolger LLC Retirement Savings Plan and Trust reported net income rose from $1M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Bolger LLC Retirement Savings Plan and Trust end-of-year assets rose from $22M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Bolger LLC Retirement Savings Plan and Trust reported participants rose from 152 in the plan year 2022 filing to 159 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 262884864 · Bolger LLC PY 2023 · 401(k)

Bolger LLC Retirement Savings Plan and Trust · $28M · 159 · 78th

  • PART $28M
  • PART 159
  • PART 78th
  • PART 401(k)
  • PART near Sexing Technologies 401(k) Plan
  • PART ind #13055

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 Manufacturing retirement plans → · Plans in Minnesota →

Bolger LLC Retirement Savings Plan and Trust in the asset neighbourhood

Bolger LLC Retirement Savings Plan and TrustBolger LLC Retirement Saving…$28MSexing Technologies 401(k) PlanSexing Technologies 401(k) P…$28MRfs Technologies Inc. Savings PlanRfs Technologies Inc. Saving…$28MDauby O'connor & Zaleski, LLC Retirement PlanDauby O'connor & Zaleski, LL…$28MRennes Group, Inc. 401(k) Plan and TrustRennes Group, Inc. 401(k) Pl…$28M
End-of-year total assets ($M) among Bolger LLC Retirement Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$28M
Net Income$6M
Employer EIN262884864
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bolger LLC)

Sponsor-wide plan assets over time

All Bolger LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 28.894278117570423% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $22.4M $28.8M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 152 $22M
2023 1 159 $28M
2024 1 149 $29M

Nearby 401(k) Plans in Minnesota

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

Bolger LLC Retirement Savings Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Bolger LLC Retirement Savings Plan and Trust, Total assets ($B): 0.027925584 · Participants: 159Bolger LLC Retirement Savings 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
Bolger LLC Retirement Savings Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Bolger LLC Retirement Savings Plan and Trust side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Sexing Technologies 401(k) Plan in TX ($28M); by covered participants it is Visiting Angels 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Bolger LLC Retirement Savings Plan and Trust assets move in 2023? ▼
Bolger LLC Retirement Savings Plan and Trust grew sharply - up 24.8% during 2023, from $22M to $28M. Reported net income was $6M.
How have Bolger LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bolger LLC's sponsor-wide assets grew 28.9%, from $22M to $29M.
Where does Bolger LLC Retirement Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Bolger LLC Retirement Savings Plan and Trust ranks in the 78th 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 Bolger LLC Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sexing Technologies 401(k) Plan in TX ($28M, 856 participants).
Which 401(k) plans cover a similar participant headcount to Bolger LLC Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Visiting Angels 401(k) Plan in PA (159 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 262884864.

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.