401(k) · DOL Form 5500 · 2024

The Bollard Group, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
29
Participants Small participant base
52nd
Percentile by assets National rank
$284,026
Avg per participant High balance/head
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Official DOL plan name: The Bollard Group, LLC 401(k) Plan · Sponsored by The Bollard Group, LLC · Massachusetts · Professional & Technical Services

$8M in assets, 29 participants

The Bollard Group, LLC's The Bollard Group, LLC 401(k) Plan reported $8M in total assets and 29 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,036 in Professional & Technical Services (20,173 peers)

The Bollard Group, LLC multi-year trail

The Bollard Group, LLC's plans moved +31.8% in assets from 2022 to 2024; this filing shows The Bollard Group, LLC 401(k) Plan at $8M / 29 participants.

#10,036
in Professional & Technical Services (20,173 peers)
+7.5%
assets growth YoY

The Bollard Group, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Bollard Group, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,236,768 Top 48% higher than 52% of 123,620 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 2024

The Bollard Group, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Bollard Group, LLC 401(k) Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Bollard Group, LLC 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $578K in the plan year 2024 filing.
  • The Bollard Group, LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 043450484 · The Bollard Group, LLC PY 2024 · 401(k)

The Bollard Group, LLC 401(k) Plan · $8M · 29 · 52nd

  • VS-ST $8M
  • VS-ST 29
  • VS-ST 52nd
  • VS-ST 401(k)
  • VS-ST near Remodelers Supply Center 401(k) Plan
  • VS-ST ind #10036

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 Massachusetts →

The Bollard Group, LLC 401(k) Plan in the asset neighbourhood

The Bollard Group, LLC 401(k) PlanThe Bollard Group, LLC 401(k…$8MRemodelers Supply Center 401(k) PlanRemodelers Supply Center 401…$8MEquity Settlement Services Inc 401(k) PlanEquity Settlement Services I…$8MHardingpoorman, Inc. 401(k) PlanHardingpoorman, Inc. 401(k) …$8MGrand Bk 401(k) Plan$8M
End-of-year total assets ($M) among The Bollard Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Bollard Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Bollard Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 31.77688139314661% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.25M $8.24M ▲ +31.8%
Year Plans Participants Total Assets
2022 1 36 $6M
2023 1 29 $8M
2024 1 29 $8M

The Bollard Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$578K
Employer EIN043450484
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

The Bollard Group, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Bollard Group, LLC 401(k) Plan, Total assets ($B): 0.008236768 · Participants: 29The Bollard Group, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
The Bollard Group, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

The Bollard Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Remodelers Supply Center 401(k) Plan in IL ($8M); by covered participants it is Therapy Systems Dme Inc. 401(k) Plan in MD (29 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Bollard Group, LLC 401(k) Plan assets move in 2024?
The Bollard Group, LLC 401(k) Plan grew at a solid clip - up 7.5% during 2024, from $8M to $8M. Reported net income was $578K.
How have The Bollard Group, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), The Bollard Group, LLC's sponsor-wide assets grew 31.8%, from $6M to $8M.
Which 401(k) plans are similar in size to The Bollard Group, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Remodelers Supply Center 401(k) Plan in IL ($8M, 498 participants).
Which 401(k) plans cover a similar participant headcount to The Bollard Group, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Therapy Systems Dme Inc. 401(k) Plan in MD (29 participants, $864K in assets).