401(k) · DOL Form 5500 · 2024

The Boldt Group Inc 401(k) Plan

Data updated 2026-08-25

$146M
Total assets Near avg plan size
728
Participants Near avg headcount
93rd
Percentile by assets National rank
$200,699
Avg per participant Above avg balance/head
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Official DOL plan name: The Boldt Company's Retirement Plan · Sponsored by The Boldt Group Inc · Wisconsin · Management of Enterprises

$146M in assets, 728 participants

The Boldt Group Inc's The Boldt Company's Retirement Plan reported $146M in total assets and 728 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.

  • #911 in Management of Enterprises (1,133 peers)

Where The Boldt Company's Retirement Plan sits by assets

The Boldt Company's Retirement Plan sits in the top 10% of all filed plans by assets, $146M for 728 participants (~$200,699/participant), up 8.6% in 2024.

#911
in Management of Enterprises (1,133 peers)
+8.6%
assets growth YoY
1.5×
vs typical plan assets (national mean)

The Boldt Company's Retirement Plan's outsized position by total assets

The Boldt Company's Retirement Plan vs every filed plan by assets

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

$146,108,773 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

The Boldt Company's Retirement 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. The Boldt Company's Retirement Plan sits mid-pack in the medium band (728 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Boldt Company's Retirement Plan reported net income fell from $24M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • The Boldt Company's Retirement Plan end-of-year assets rose from $134M in the plan year 2023 filing to $146M in the plan year 2024 filing.
  • The Boldt Company's Retirement Plan reported participants rose from 671 in the plan year 2023 filing to 728 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391481879 · The Boldt Group Inc PY 2024 · 401(k)

The Boldt Company's Retirement Plan · $146M · 728 · 93rd

  • PHOTO $146M
  • IND 728
  • EOY 93rd
  • 5500 401(k)
  • ASSETS near The North Highland Company 401(k) Plan
  • PCT ind #911

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 Management of Enterprises retirement plans → · Plans in Wisconsin →

The Boldt Company's Retirement Plan in the asset neighbourhood

Eastman Credit Union 401(k) Investment PlanEastman Credit Union 401(k) …$146MHill, Ward & Henderson, Professional Association Profit Sharing and 401(k) PlanHill, Ward & Henderson, Prof…$146MThe North Highland Company 401(k) PlanThe North Highland Company 4…$146MThe Boldt Company's Retirement PlanThe Boldt Company's Retireme…$146MPlaycore 401(k) Plan$146M
End-of-year total assets ($M) among The Boldt Company's Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$146M
Net Income$12M
Employer EIN391481879
Plan Effective Date1976-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Boldt Group Inc)

Sponsor-wide plan assets over time

All The Boldt Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$262M 52.57752161554594% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $172M $262M ▲ +52.6%
Year Plans Participants Total Assets
2022 2 1,200 $172M
2023 2 1,349 $219M
2024 2 1,373 $262M

Nearby 401(k) Plans in Wisconsin

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

The Boldt Company's Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants The Boldt Company's Retirement Plan, Total assets ($B): 0.146108773 · Participants: 728The Boldt Company's Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
The Boldt Company's Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Boldt Company's Retirement Plan side-by-side with 3 peers →

The Boldt Company's Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The North Highland Company 401(k) Plan in GA ($146M); by covered participants it is Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan in CA (728 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (728 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 The Boldt Company's Retirement Plan assets move in 2024? ▼
The Boldt Company's Retirement Plan grew at a solid clip - up 8.6% during 2024, from $134M to $146M. Reported net income was $12M.
How have The Boldt Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Boldt Group Inc's sponsor-wide assets grew 52.6%, from $172M to $262M.
Where does The Boldt Company's Retirement Plan rank by assets among Form 5500 filers? ▼
The Boldt Company's Retirement 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 The Boldt Company's Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The North Highland Company 401(k) Plan in GA ($146M, 841 participants).
Which 401(k) plans cover a similar participant headcount to The Boldt Company's Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan in CA (728 participants, $27M 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 391481879.

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.