401(k) · DOL Form 5500 · 2024

Bold Serenity Inc. 401(k) Plan

Data updated 2026-08-25

$12K
Total assets Small plan by assets
2
Participants Small participant base
2nd
Percentile by assets National rank
$5,876
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bold Serenity Inc. Retirement Plan · Sponsored by Bold Serenity Inc. · Missouri · Healthcare & Social Assistance

$12K in assets, 2 participants

Bold Serenity Inc.'s Bold Serenity Inc. Retirement Plan reported $12K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.

  • #185 in Healthcare & Social Assistance (16,916 peers)

Bold Serenity Inc. multi-year trail

Bold Serenity Inc.'s plans moved -92.6% in assets from 2023 to 2024; this filing shows Bold Serenity Inc. Retirement Plan at $12K / 2 participants.

#185
in Healthcare & Social Assistance (16,916 peers)
-92.6%
assets change YoY

The plan reported a net loss of $148K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bold Serenity Inc. Retirement Plan among the smaller filed plans by assets

Bold Serenity Inc. Retirement Plan vs every filed plan by assets

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

$11,752 2nd percentile higher than 2% 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 Serenity Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bold Serenity Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bold Serenity Inc. Retirement Plan reported net income fell from $159K in the plan year 2023 filing to -$148K in the plan year 2024 filing.
  • Bold Serenity Inc. Retirement Plan end-of-year assets fell from $159K in the plan year 2023 filing to $12K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 933694741 · Bold Serenity Inc. PY 2024 · 401(k)

Bold Serenity Inc. Retirement Plan · $12K · 2 · 2nd

  • SCH $12K
  • SCH 2
  • SCH 2nd
  • SCH 401(k)
  • SCH near Virtual Presenz Inc 401(k) Plan
  • SCH ind #185

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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →

Bold Serenity Inc. Retirement Plan in the asset neighbourhood

Bold Serenity Inc. Retirement PlanBold Serenity Inc. Retiremen…$12KVirtual Presenz Inc 401(k) PlanVirtual Presenz Inc 401(k) P…$12KFirst Choice Mental Health Corp. 401(k) Profit Sharing PlanFirst Choice Mental Health C…$12KAdvanced Pursuit Corp. 401(k) Profit Sharing PlanAdvanced Pursuit Corp. 401(k…$12KBa Solutions, Inc. 401(k) Profit Sharing PlanBa Solutions, Inc. 401(k) Pr…$12K
End-of-year total assets ($M) among Bold Serenity Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bold Serenity Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bold Serenity Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12K 92.62063985432168% vs 2023
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 20232024 $0.16M $0.01M ▼ -93.8%
Year Plans Participants Total Assets
2023 1 2 $159K
2024 1 2 $12K

Bold Serenity Inc. filing trail (2024)

Total Assets (Beginning of Year)$159K
Net Assets (End of Year)$12K
Net Income-$148K
Employer EIN933694741
Plan Effective Date2023-10-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Bold Serenity Inc. Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Bold Serenity Inc. Retirement Plan, Total assets ($B): 0.000011752 · Participants: 2Bold Serenity Inc. Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Bold Serenity Inc. Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Bold Serenity Inc. Retirement Plan side-by-side with 3 peers →

Bold Serenity Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Virtual Presenz Inc 401(k) Plan in MA ($12K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Serenity Inc. Retirement Plan assets move in 2024? ▼
Bold Serenity Inc. Retirement Plan contracted severely - down 92.6% during 2024, from $159K to $12K. Reported net income was -$148K.
How have Bold Serenity Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Bold Serenity Inc.'s sponsor-wide assets declined 92.6%, from $159K to $12K.
Where does Bold Serenity Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Bold Serenity Inc. Retirement Plan ranks in the 2nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Bold Serenity Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Virtual Presenz Inc 401(k) Plan in MA ($12K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Bold Serenity Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 933694741.

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.