401(k) · DOL Form 5500 · 2024

Unbolt, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
176
Participants Small participant base
50th
Percentile by assets National rank
$44,133
Avg per participant Low balance/head
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Official DOL plan name: Unbolt, Inc. 401(k) Profit Sharing Plan · Sponsored by Unbolt, Inc. · Wisconsin · Retail Trade

$8M in assets, 176 participants

Unbolt, Inc.'s Unbolt, Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 176 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.

  • #4,869 in Retail Trade (8,048 peers)

Coverage in Wisconsin

Unbolt, Inc. 401(k) Profit Sharing Plan covers 176 participants in Wisconsin, about 31% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#4,869
in Retail Trade (8,048 peers)
+7.8%
assets growth YoY

Unbolt, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Unbolt, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,767,489 Top 50% higher than 50% 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

Unbolt, Inc. 401(k) Profit Sharing 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. Unbolt, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Unbolt, Inc. 401(k) Profit Sharing Plan reported net income rose from -$474K in the plan year 2022 filing to $559K in the plan year 2024 filing.
  • Unbolt, Inc. 401(k) Profit Sharing Plan reported participants rose from 107 in the plan year 2022 filing to 176 in the plan year 2024 filing.
  • Unbolt, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $8M in the plan year 2024 filing.

See the national 2022→2024 release diff →

Plan-year Form 5500 strip

Filing strip 274382456 · Unbolt, Inc. PY 2024 · 401(k)

Unbolt, Inc. 401(k) Profit Sharing Plan · $8M · 176 · 50th

  • EOY $8M
  • EOY 176
  • EOY 50th
  • EOY 401(k)
  • EOY near Hanna Instruments, Inc. 401(k) Profit Sharing Plan and Trust
  • EOY ind #4869

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 Retail Trade retirement plans → · Plans in Wisconsin →

Unbolt, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Unbolt, Inc. 401(k) Profit Sharing PlanUnbolt, Inc. 401(k) Profit S…$8MHanna Instruments, Inc. 401(k) Profit Sharing Plan and TrustHanna Instruments, Inc. 401(…$8MDuncan Employees 401(k) Savings PlanDuncan Employees 401(k) Savi…$8MGray Yallaly & Black Dds Ltd Employees Profit Sharing PlanGray Yallaly & Black Dds Ltd…$8MMadison Commercial Real Estate Services, LLC 401(k) PlanMadison Commercial Real Esta…$8M
End-of-year total assets ($M) among Unbolt, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$559K
Employer EIN274382456
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unbolt, Inc.)

Sponsor-wide plan assets over time

All Unbolt, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 44.02455327757145% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 20222024 $5.39M $7.77M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 107 $5M
2024 1 176 $8M

Nearby 401(k) Plans in Wisconsin

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

Unbolt, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Unbolt, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.007767489 · Participants: 176Unbolt, Inc. 401(k) Profit Sharing 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
Unbolt, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Unbolt, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Hanna Instruments, Inc. 401(k) Profit Sharing Plan and Trust in RI ($8M); by covered participants it is Central Texas Refuse 401(k) Plan in TX (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Unbolt, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Unbolt, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 7.8% during 2024, from $7M to $8M. Reported net income was $559K.
How have Unbolt, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Unbolt, Inc.'s sponsor-wide assets grew 44.0%, from $5M to $8M.
Which 401(k) plans are similar in size to Unbolt, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hanna Instruments, Inc. 401(k) Profit Sharing Plan and Trust in RI ($8M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Unbolt, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Texas Refuse 401(k) Plan in TX (176 participants, N/A 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 274382456.

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.