Profit Sharing · DOL Form 5500 · 2024

Bold Holdings LLC Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
113
Participants Small participant base
38th
Percentile by assets National rank
$35,182
Avg per participant Low balance/head
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Official DOL plan name: Bold Holdings LLC Retirement Plan · Sponsored by Bold Holdings LLC · Puerto Rico · Information & Media

$4M in assets, 113 participants

Bold Holdings LLC's Bold Holdings LLC Retirement Plan reported $4M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #626 in Information & Media (2,822 peers)

Bold Holdings LLC multi-year trail

Bold Holdings LLC's plans moved +79.9% in assets from 2022 to 2024; this filing shows Bold Holdings LLC Retirement Plan at $4M / 113 participants.

#626
in Information & Media (2,822 peers)
+27.0%
assets growth YoY

Bold Holdings LLC Retirement Plan's mid-pack asset rank among Information & Media and all filers

Bold Holdings LLC Retirement Plan vs every filed plan by assets

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

$3,975,536 38th percentile higher than 38% 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

Bold Holdings LLC Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bold Holdings LLC Retirement Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bold Holdings LLC Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Bold Holdings LLC Retirement Plan reported participants rose from 104 in the plan year 2023 filing to 113 in the plan year 2024 filing.
  • Bold Holdings LLC Retirement Plan reported net income fell from $920K in the plan year 2023 filing to $845K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 660839149 · Bold Holdings LLC PY 2024 · Profit Sharing

Bold Holdings LLC Retirement Plan · $4M · 113 · 38th

  • BOOK $4M
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  • BOOK near Michael G. Kennedy, Md PC Profit Sharing Plan and Trust
  • BOOK ind #626

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 Information & Media retirement plans → · Plans in Puerto Rico →

Bold Holdings LLC Retirement Plan in the asset neighbourhood

Bold Holdings LLC Retirement PlanBold Holdings LLC Retirement…$4MRd Lawrence Construction- Profit Sharing PlanRd Lawrence Construction- Pr…$4MBialla & Associates, Inc. Profit Sharing PlanBialla & Associates, Inc. Pr…$4MAlabama Air Systems, Inc. Profit Sharing Plan and TrustAlabama Air Systems, Inc. Pr…$4MMichael G. Kennedy, Md PC Profit Sharing Plan and TrustMichael G. Kennedy, Md PC Pr…$4M
End-of-year total assets ($M) among Bold Holdings LLC Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Bold Holdings LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bold Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 79.87328673999077% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.21M $3.98M ▲ +80.1%
Year Plans Participants Total Assets
2022 1 97 $2M
2023 1 104 $3M
2024 1 113 $4M

Bold Holdings LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$845K
Employer EIN660839149
Plan Effective Date2016-08-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Bold Holdings LLC Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Bold Holdings LLC Retirement Plan, Total assets ($M): 3.975536 · Participants: 113Bold Holdings LLC Retirement PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
Bold Holdings LLC Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Bold Holdings LLC Retirement Plan side-by-side with 3 peers →

Bold Holdings LLC Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Michael G. Kennedy, Md PC Profit Sharing Plan and Trust in MA ($4M); by covered participants it is Cmc, Inc. 401(k) Retirement Plan in KY (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Bold Holdings LLC Retirement Plan assets move in 2024? ▼
Bold Holdings LLC Retirement Plan grew sharply - up 27.0% during 2024, from $3M to $4M. Reported net income was $845K.
How have Bold Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bold Holdings LLC's sponsor-wide assets grew 79.9%, from $2M to $4M.
Which Profit Sharing plans are similar in size to Bold Holdings LLC Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Michael G. Kennedy, Md PC Profit Sharing Plan and Trust in MA ($4M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Bold Holdings LLC Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Cmc, Inc. 401(k) Retirement Plan in KY (113 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660839149.

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.