ESOP · DOL Form 5500 · 2024
The Boldt Group, Inc. ESOP
Data updated 2026-08-25
- $116M
- Total assets Near avg plan size
- 645
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $179,378
- Avg per participant Above avg balance/head
Official DOL plan name: The Boldt Group, Inc. Employee Stock Ownership Plan · Sponsored by The Boldt Group, Inc. · Wisconsin · Management of Enterprises
$116M in assets, 645 participants
The Boldt Group, Inc.'s The Boldt Group, Inc. Employee Stock Ownership Plan reported $116M in total assets and 645 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #884 in Management of Enterprises (1,133 peers)
Where The Boldt Group, Inc. Employee Stock Ownership Plan sits by assets
The Boldt Group, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $116M for 645 participants (~$179,378/participant), up 36.7% in 2024.
- #884
- in Management of Enterprises (1,133 peers)
- +36.7%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
The Boldt Group, Inc. Employee Stock Ownership Plan's outsized position by total assets
The Boldt Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$115,699,065 Top 9% higher than 91% 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
The Boldt Group, Inc. Employee Stock Ownership 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 Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (645 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Boldt Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $85M in the plan year 2023 filing to $116M in the plan year 2024 filing.
- The Boldt Group, Inc. Employee Stock Ownership Plan reported net income rose from $25M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- The Boldt Group, Inc. Employee Stock Ownership Plan reported participants fell from 678 in the plan year 2023 filing to 645 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 391481879 · The Boldt Group, Inc. PY 2024 · ESOP
The Boldt Group, Inc. Employee Stock Ownership Plan · $116M · 645 · 91st
- BOY $116M
- SCH 645
- EBSA 91st
- PART ESOP
- TYPE near Thrifty Drug Stores Inc Employee Stock Ownership Plan
- NET ind #884
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 What is an ESOP? → · Plans in Wisconsin →
The Boldt Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | $33M |
| Employer EIN | 391481879 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,200 | $172M |
| 2023 | 2 | 1,349 | $219M |
| 2024 | 2 | 1,373 | $262M |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc Employee Stock Ownership Plan $3.8B · 6,519
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $796M · 2,967
- Ki Employee Stock Ownership Plan $604M · 1,689
- Wausau Supply Company Employee Stock Ownership Plan $333M · 834
- Trachte Building Systems Employee Stock Ownership Plan $315M · 266
The Boldt Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Thrifty Drug Stores Inc Employee Stock Ownership Plan in MN ($116M); by covered participants it is Point B, Inc. Employee Stock Ownership Plan and Trust in WA (644 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($116M here).
- Thrifty Drug Stores Inc Employee Stock Ownership Plan (MN) $116M · 986
- Amg Employee Stock Ownership Plan (LA) $115M · 502
- Ppl Employee Stock Ownership Plan (PA) $115M · 1,311
- Smith Seckman Reid, Inc. Employee Stock Ownership Plan (TN) $116M · 507
Similar participant headcount
Nearest other-state filings by covered participants (645 participants); asset peers above are excluded.
- Point B, Inc. Employee Stock Ownership Plan and Trust (WA) 644 · 1 off
- Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and Trust (MN) 646 · 1 off
- The Solomon-Page Group Ltd. Employee Stock Ownership Plan (NY) 649 · 4 off
- W Bbq Holdings, Inc. Employee Stock Ownership Plan (NY) 639 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.