401(k) · DOL Form 5500 · 2024

Bolton & Menk, Inc. 401(k) Plan

Data updated 2026-08-25

$155M
Total assets Near avg plan size
947
Participants Near avg headcount
93rd
Percentile by assets National rank
$163,986
Avg per participant Above avg balance/head
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Official DOL plan name: Bolton & Menk, Inc. 401(k) Plan · Sponsored by Bolton & Menk, Inc. · Minnesota · Professional & Technical Services

$155M in assets, 947 participants

Bolton & Menk, Inc.'s Bolton & Menk, Inc. 401(k) Plan reported $155M in total assets and 947 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,015 in Professional & Technical Services (20,173 peers)

Where Bolton & Menk, Inc. 401(k) Plan sits by assets

Bolton & Menk, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $155M for 947 participants (~$163,986/participant), up 18.9% in 2024.

#19,015
in Professional & Technical Services (20,173 peers)
+18.9%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Bolton & Menk, Inc. 401(k) Plan's outsized position by total assets

Bolton & Menk, Inc. 401(k) Plan vs every filed plan by assets

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

$155,295,133 Top 7% higher than 93% 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. 401(k) 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. 401(k) Plan sits mid-pack in the medium band (947 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bolton & Menk, Inc. 401(k) Plan end-of-year assets rose from $131M in the plan year 2023 filing to $155M in the plan year 2024 filing.
  • Bolton & Menk, Inc. 401(k) Plan reported participants rose from 831 in the plan year 2023 filing to 947 in the plan year 2024 filing.
  • Bolton & Menk, Inc. 401(k) Plan reported net income fell from $25M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 410832249 · Bolton & Menk, Inc. PY 2024 · 401(k)

Bolton & Menk, Inc. 401(k) Plan · $155M · 947 · 93rd

  • RANK $155M
  • RANK 947
  • RANK 93rd
  • RANK 401(k)
  • RANK near Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan
  • RANK ind #19015

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 Minnesota →

Bolton & Menk, Inc. 401(k) Plan in the asset neighbourhood

Bolton & Menk, Inc. 401(k) PlanBolton & Menk, Inc. 401(k) P…$155MHeritage Medical Associates, P.C. 401(k) Profit Sharing PlanHeritage Medical Associates,…$155MPlaskolite, LLC. & Subsidiaries Amended and Restated Profit Sharing PlanPlaskolite, LLC. & Subsidiar…$155MEquipment Depot Defined Contribution PlanEquipment Depot Defined Cont…$155MDaisy Brand Retirement Plan$155M
End-of-year total assets ($M) among Bolton & Menk, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$131M
Net Assets (End of Year)$155M
Net Income$24M
Employer EIN410832249
Plan Effective Date1988-04-01
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 401(k) Plans in Minnesota

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

Bolton & Menk, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Bolton & Menk, Inc. 401(k) Plan, Total assets ($B): 0.155295133 · Participants: 947Bolton & Menk, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Bolton & Menk, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Bolton & Menk, Inc. 401(k) Plan side-by-side with 3 peers →

Bolton & Menk, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan in TN ($155M); by covered participants it is Santa Monica Seafood Company 401(k) Plan in CA (947 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (947 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. 401(k) Plan assets move in 2024? ▼
Bolton & Menk, Inc. 401(k) Plan grew sharply - up 18.9% during 2024, from $131M to $155M. Reported net income was $24M.
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. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bolton & Menk, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bolton & Menk, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heritage Medical Associates, P.C. 401(k) Profit Sharing Plan in TN ($155M, 761 participants).
Which 401(k) plans cover a similar participant headcount to Bolton & Menk, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Santa Monica Seafood Company 401(k) Plan in CA (947 participants, $23M 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.