ESOP · DOL Form 5500 · 2024

Bolton & Menk, Inc. ESOP

Data updated 2026-08-25

$78M
Total assets Below avg plan size
928
Participants Near avg headcount
88th
Percentile by assets National rank
$83,686
Avg per participant Below avg balance/head
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Official DOL plan name: Bolton & Menk, Inc. Employee Stock Ownership Plan · Sponsored by Bolton & Menk, Inc. · Minnesota · Professional & Technical Services

$78M in assets, 928 participants

Bolton & Menk, Inc.'s Bolton & Menk, Inc. Employee Stock Ownership Plan reported $78M in total assets and 928 participants in its 2024 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.

  • #18,071 in Professional & Technical Services (20,173 peers)

Where Bolton & Menk, Inc. Employee Stock Ownership Plan sits by assets

Bolton & Menk, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $78M for 928 participants (~$83,686/participant), up 28.9% in 2024.

#18,071
in Professional & Technical Services (20,173 peers)
+28.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Bolton & Menk, Inc. Employee Stock Ownership Plan's outsized position by total assets

Bolton & Menk, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$77,660,489 Top 12% higher than 88% 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

Bolton & Menk, Inc. Employee Stock Ownership 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. Bolton & Menk, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (928 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bolton & Menk, Inc. Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Bolton & Menk, Inc. Employee Stock Ownership Plan end-of-year assets rose from $60M in the plan year 2023 filing to $78M in the plan year 2024 filing.
  • Bolton & Menk, Inc. Employee Stock Ownership Plan reported participants rose from 807 in the plan year 2023 filing to 928 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 410832249 · Bolton & Menk, Inc. PY 2024 · ESOP

Bolton & Menk, Inc. Employee Stock Ownership Plan · $78M · 928 · 88th

  • NET $78M
  • BOOK 928
  • VS-ST 88th
  • BOY ESOP
  • SCH near State Bankshares Employee Stock Ownership Plan and Trust
  • EBSA ind #18071

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 What is an ESOP? → · Plans in Minnesota →

Bolton & Menk, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Godshall's Quality Meats Employee Stock Ownership PlanGodshall's Quality Meats Emp…$78MState Bankshares Employee Stock Ownership Plan and TrustState Bankshares Employee St…$78MBolton & Menk, Inc. Employee Stock Ownership PlanBolton & Menk, Inc. Employee…$78MArco/Murray National Holdings, Inc. Employee Stock Ownership PlanArco/Murray National Holding…$77MArete Associates Employee Stock Ownership PlanArete Associates Employee St…$77M
End-of-year total assets ($M) among Bolton & Menk, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$78M
Net Income$18M
Employer EIN410832249
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bolton & Menk, Inc.)

Sponsor-wide plan assets over time

All Bolton & Menk, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$233M 43.79565606368376% vs 2022
2024 filing year
$150M$200M$250M 202220232024 $162M $233M ▲ +43.8%
Year Plans Participants Total Assets
2022 2 1,411 $162M
2023 2 1,638 $191M
2024 2 1,875 $233M

Nearby ESOP Plans in Minnesota

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

Bolton & Menk, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 020040060080010001200 Total assets ($M) Participants Bolton & Menk, Inc. Employee Stock Ownership Plan, Total assets ($M): 77.660489 · Participants: 928Bolton & Menk, Inc. Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 962.686911 · Participants: 12104Andersen Corporation Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 593.784492 · Participants: 490Landscape Structures, Inc. Employee Stock Ownership Plan and TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 593.525018 · Participants: 782Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 472.716981 · Participants: 615Force America Inc. Employee Stock Ownership PlanAblenet, Inc. Employee Stock Ownership Plan, Total assets ($M): 459.837439 · Participants: 134Ablenet, Inc. Employee Stock Ownership Plan
Bolton & Menk, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Bolton & Menk, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Bolton & Menk, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is State Bankshares Employee Stock Ownership Plan and Trust in ND ($78M); by covered participants it is Pride Mobility Employee Stock Ownership Retirement Plan in PA (921 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (928 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 Bolton & Menk, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Bolton & Menk, Inc. Employee Stock Ownership Plan grew sharply - up 28.9% during 2024, from $60M to $78M. Reported net income was $18M.
How have Bolton & Menk, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bolton & Menk, Inc.'s sponsor-wide assets grew 43.8%, from $162M to $233M.
Where does Bolton & Menk, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bolton & Menk, Inc. Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Bolton & Menk, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is State Bankshares Employee Stock Ownership Plan and Trust in ND ($78M, 1,700 participants).
Which ESOP plans cover a similar participant headcount to Bolton & Menk, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pride Mobility Employee Stock Ownership Retirement Plan in PA (921 participants, $29M 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 410832249.

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.