ESOP · DOL Form 5500 · 2024

Bolton & Menk, Inc. ESOP

Data updated 2026-07-24

$78M
Total assets: 928
Participants: 89th
Percentile by assets: $83,686
Avg per participant

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 89th 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.

89th percentile by assets (of 116,472 plans)

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.

$78M
total plan assets (2024 EOY): 928
covered participants: 89th
percentile by assets (of 116,472 plans): $83,686
avg assets per participant

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 →

State

Minnesota

Industry

Professional & Technical Services

Bolton & Menk, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Bolton & Menk, Inc. Employee Stock Ownership Plan outranks 89% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$60M
Net Assets (End of Year)	$78M
Net Income	$18M
Employer EIN	410832249
Plan Effective Date	1982-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bolton & Menk, Inc.)

Total plan assets by year, all Bolton & Menk, Inc. plans on file

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

Andersen Corporation Employee Stock Ownership Plan $963M · 12,104
Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $594M · 490
Kingdom Enterprises, Inc. Employee Stock Ownership Plan $594M · 782
Ablenet, Inc. Employee Stock Ownership Plan $460M · 134
Hormel Foods Corporation Joint Earnings Profit Sharing Trust $424M · 4,375

Compare Bolton & Menk, Inc. Employee Stock Owner… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Bolton & Menk, Inc. Employee Stock Ownership Plan by total assets, not by location.

State Bankshares Employee Stock Ownership Plan and Trust (ND) $78M · 1,700
Arco/Murray National Holdings, Inc. Employee Stock Ownership Plan (MO) $77M · 763
Godshall's Quality Meats Employee Stock Ownership Plan () $78M · 273
Arete Associates Employee Stock Ownership Plan (CA) $77M · 379

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 89th percentile by end-of-year assets among 116,472 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).

Next read for Bolton & Menk, Inc. Employee Stock Owner…

Scale reading

Ways to act on Bolton & Menk, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Bolton & Menk, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
Bolton & Menk, Inc.'s sponsor-wide assets have grown 43.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.