401(k) · DOL Form 5500 · 2024
Bou Bancorp, Inc. 401(k) Plan
Data updated 2026-08-25
- $75M
- Total assets Below avg plan size
- 348
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $215,927
- Avg per participant Above avg balance/head
Official DOL plan name: Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions · Sponsored by Bou Bancorp, Inc. · Utah · Finance & Insurance
$75M in assets, 348 participants
Bou Bancorp, Inc.'s Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions reported $75M in total assets and 348 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.
- #6,981 in Finance & Insurance (8,549 peers)
Where Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions sits by assets
Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions sits in the top quartile of all filed plans by assets, $75M for 348 participants (~$215,927/participant), up 12.1% in 2024.
- #6,981
- in Finance & Insurance (8,549 peers)
- +12.1%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions's outsized position by total assets
Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$75,142,764 Top 12% higher than 88% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions 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. Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions sits mid-pack in the medium band (348 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions reported net income rose from $5M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions end-of-year assets rose from $67M in the plan year 2023 filing to $75M in the plan year 2024 filing.
- Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions reported participants rose from 327 in the plan year 2023 filing to 348 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 870661662 · Bou Bancorp, Inc. PY 2024 · 401(k)
Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions · $75M · 348 · 88th
- 5500 $75M
- 5500 348
- 5500 88th
- 5500 401(k)
- 5500 near Penn Mutual Agents' 401(k) Plan
- 5500 ind #6981
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 Finance & Insurance retirement plans → · Plans in Utah →
Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | $8M |
| Employer EIN | 870661662 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bou Bancorp, Inc.)
Sponsor-wide plan assets over time
All Bou Bancorp, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $75M 20.598834484188114% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 355 | $62M |
| 2023 | 1 | 327 | $67M |
| 2024 | 1 | 348 | $75M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Bou Bancorp, Inc. Employee Stock Ownership Plan with 401(k) Provisions's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Penn Mutual Agents' 401(k) Plan in PA ($75M); by covered participants it is Opensquare 401(k) Retirement Plan in WA (348 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75M here).
- Penn Mutual Agents' 401(k) Plan (PA) $75M · 532
- Rockefeller Philanthropy Advisors 401(k) Plan (NY) $75M · 516
- Pennant 401(k) Retirement Savings Plan (ID) $75M · 4,332
- Singer Industrial 401(k) Plan (TX) $75M · 1,120
Similar participant headcount
Nearest other-state filings by covered participants (348 participants); asset peers above are excluded.
- Opensquare 401(k) Retirement Plan (WA) 348 · 0 off
- Armstrong Ambulance Service, Inc. 401(k) Retirement Plan (MA) 348 · 0 off
- Bradley Caldwell, Inc. 401(k) Retirement Savings Plan (PA) 348 · 0 off
- Lendingpoint LLC 401(k) Plan (GA) 348 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.