401(k) · DOL Form 5500 · 2024

Bolton Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
123
Participants Small participant base
85th
Percentile by assets National rank
$448,439
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Bolton Partners, Inc. · Maryland · Professional & Technical Services

$55M in assets, 123 participants

Bolton Partners, Inc.'s Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust reported $55M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,350 in Professional & Technical Services (20,173 peers)

Coverage in Maryland

Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust covers 123 participants in Maryland, about 13% of the average Maryland filer (state average ~929 per filing). Assets: $55M.

#17,350
in Professional & Technical Services (20,173 peers)
+18.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$55,157,966 Top 15% higher than 85% 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 Partners, Inc. 401(k) Profit Sharing Plan and 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. Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $47M in the plan year 2023 filing to $55M in the plan year 2024 filing.
  • Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 113 in the plan year 2023 filing to 123 in the plan year 2024 filing.
  • Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 521231144 · Bolton Partners, Inc. PY 2024 · 401(k)

Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust · $55M · 123 · 85th

  • PHOTO $55M
  • PHOTO 123
  • PHOTO 85th
  • PHOTO 401(k)
  • PHOTO near Ahc 401(k) Profit Sharing Plan
  • PHOTO ind #17350

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 Maryland →

Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Bolton Partners, Inc. 401(k) Profit Sharing Plan and TrustBolton Partners, Inc. 401(k)…$55MDeferred Salary Profit Sharing Plan for the Employees of Wiss & CompanyDeferred Salary Profit Shari…$55MAhc 401(k) Profit Sharing PlanAhc 401(k) Profit Sharing Pl…$55MThe Gill Corporation Savings & Investment 401(k) PlanThe Gill Corporation Savings…$55MGsc Enterprises, Inc 401(k) PlanGsc Enterprises, Inc 401(k) …$55M
End-of-year total assets ($M) among Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$55M
Net Income$9M
Employer EIN521231144
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bolton Partners, Inc.)

Sponsor-wide plan assets over time

All Bolton Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 43.6471689174607% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $38.4M $55.2M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 106 $38M
2023 1 113 $47M
2024 1 123 $55M

Nearby 401(k) Plans in Maryland

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

Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.055157966 · Participants: 123Bolton Partners, Inc. 401(k) Profit Sharing Plan and TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Ahc 401(k) Profit Sharing Plan in TN ($55M); by covered participants it is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Partners, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 18.2% during 2024, from $47M to $55M. Reported net income was $9M.
How have Bolton Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bolton Partners, Inc.'s sponsor-wide assets grew 43.6%, from $38M to $55M.
Where does Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 85th 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 401(k) plans are similar in size to Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ahc 401(k) Profit Sharing Plan in TN ($55M, 3,645 participants).
Which 401(k) plans cover a similar participant headcount to Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark's Termite & Pest Control 401(k) Plan in NJ (123 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 521231144.

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.