401(k) · DOL Form 5500 · 2024
The Boldt Group Inc 401(k) Plan
Data updated 2026-08-11
- $146M
- Total assets
- 728
- Participants
- 93rd
- Percentile by assets
- $200,699
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $146M
- total plan assets (2024 EOY)
- 728
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $200,699
- avg assets per participant
Where The Boldt Company's Retirement Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
The Boldt Company's Retirement Plan vs the 2024 asset distribution
By assets, The Boldt Company's Retirement Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $134M |
|---|---|
| Net Assets (End of Year) | $146M |
| Net Income | $12M |
| Employer EIN | 391481879 |
| Plan Effective Date | 1976-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Boldt Group Inc)
| 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
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Boldt Company's Retirement Plan by total assets, not by location.
- The North Highland Company 401(k) Plan (GA) $146M · 841
- Playcore 401(k) Plan (TN) $146M · 2,958
- Hill, Ward & Henderson, Professional Association Profit Sharing and 401(k) Plan (FL) $146M · 238
- Eastman Credit Union 401(k) Investment Plan (TN) $146M · 1,033
Frequently Asked Questions
How did The Boldt Company's Retirement Plan assets move in 2024? ▼
How have The Boldt Group Inc plan assets changed over time? ▼
Where does The Boldt Company's Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Boldt Company's Retirement Plan? ▼
Next read for The Boldt Company's Retirement Plan
Scale reading
Ways to act on The Boldt Company's Retirement Plan's numbers.
- By total assets, The Boldt Company's Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- The Boldt Group Inc's sponsor-wide assets have grown 52.6% since 2022 across 3 plan years on file. More Management of Enterprises plans