401(k) · DOL Form 5500 · 2024

Boll & Branch LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 169
Participants Small participant base: 50th
Percentile by assets National rank: $45,937
Avg per participant Low balance/head

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Official DOL plan name: Boll & Branch LLC Retirement Trust · Sponsored by Boll & Branch LLC · New Jersey · Professional & Technical Services

$8M in assets, 169 participants

Boll & Branch LLC's Boll & Branch LLC Retirement Trust reported $8M in total assets and 169 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

#9,797 in Professional & Technical Services (20,173 peers)

Coverage in New Jersey

Boll & Branch LLC Retirement Trust covers 169 participants in New Jersey, about 20% of the average New Jersey filer (state average ~844 per filing). Assets: $8M.

#9,797
in Professional & Technical Services (20,173 peers): +34.9%
assets growth YoY

Boll & Branch LLC Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Boll & Branch LLC Retirement Trust vs every filed plan by assets

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

$7,763,354 Top 50% higher than 50% 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

Boll & Branch LLC Retirement Trust 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. Boll & Branch LLC Retirement Trust sits mid-pack in the medium band (169 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Boll & Branch LLC Retirement Trust end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Boll & Branch LLC Retirement Trust reported participants rose from 141 in the plan year 2023 filing to 169 in the plan year 2024 filing.
Boll & Branch LLC Retirement Trust reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 462578196 · Boll & Branch LLC PY 2024 · 401(k)

Boll & Branch LLC Retirement Trust · $8M · 169 · 50th

PHOTO $8M
IND 169
EOY 50th
5500 401(k)
ASSETS near Aero Industries, Inc. 401(k) Plan
PCT ind #9797

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 New Jersey →

End-of-year total assets ($M) among Boll & Branch LLC Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$8M
Net Income	$2M
Employer EIN	462578196
Plan Effective Date	2015-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Boll & Branch LLC)

Latest sponsor-wide plan assets: $8M 126.60719435548182% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	134	$3M
2023	1	141	$6M
2024	1	169	$8M

Nearby 401(k) Plans in New Jersey

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

Boll & Branch LLC Retirement Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants

JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
Verizon Savings Plan for Management Employees $29.4B · 69,218
Johnson and Johnson Savings Plan $23.6B · 42,583
Ernst & Young Retirement Savings Plan $18.3B · 56,714
Merck US Savings Plan $15.0B · 27,956

Compare Boll & Branch LLC Retirement Trust side-by-side with 3 peers →

Boll & Branch LLC Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Aero Industries, Inc. 401(k) Plan in IN ($8M); by covered participants it is Rxp Agency, LLC 401(k) Plan in OH (169 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Aero Industries, Inc. 401(k) Plan (IN) $8M · 194
Eataly 401(k) Plan (NY) $8M · 2,938
Wade Sand and Gravel Company, Inc. Profit Sharing, Salary Deduction and Thrift Plan (AL) $8M · 39
Beyond Support Network 401(k) Plan (NY) $8M · 600

Similar participant headcount

Nearest other-state filings by covered participants (169 participants); asset peers above are excluded.

Rxp Agency, LLC 401(k) Plan (OH) 169 · 0 off
Mayacama Golf Club, LLC 401(k) Profit Sharing Plan and Trust (CA) 169 · 0 off
David S. Brown Enterprises, Ltd. 401(k) Profit Sharing Plan (MD) 169 · 0 off
Nevada Copper Inc 401(k) Profit Sharing Plan and Trust () 169 · 0 off

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 Boll & Branch LLC Retirement Trust assets move in 2024? ▼

Boll & Branch LLC Retirement Trust surged - up 34.9% during 2024, from $6M to $8M. Reported net income was $2M.

How have Boll & Branch LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Boll & Branch LLC's sponsor-wide assets grew 126.6%, from $3M to $8M.

Which 401(k) plans are similar in size to Boll & Branch LLC Retirement Trust? ▼

Among 401(k) plans in other states, the closest by assets is Aero Industries, Inc. 401(k) Plan in IN ($8M, 194 participants).

Which 401(k) plans cover a similar participant headcount to Boll & Branch LLC Retirement Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Rxp Agency, LLC 401(k) Plan in OH (169 participants, $2M 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 462578196.