401(k) · DOL Form 5500 · 2024
Boyle Investment Company 401(k) Plan
Data updated 2026-08-25
- $82M
- Total assets Below avg plan size
- 123
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $668,345
- Avg per participant High balance/head
Official DOL plan name: Boyle Investment Company Retirement Savings Plan & Trust · Sponsored by Boyle Investment Company · Tennessee · Real Estate
$82M in assets, 123 participants
Boyle Investment Company's Boyle Investment Company Retirement Savings Plan & Trust reported $82M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #4,429 in Real Estate (4,605 peers)
Coverage in Tennessee
Boyle Investment Company Retirement Savings Plan & Trust covers 123 participants in Tennessee, about 11% of the average Tennessee filer (state average ~1,126 per filing). Assets: $82M.
- #4,429
- in Real Estate (4,605 peers)
- +12.7%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Boyle Investment Company Retirement Savings Plan & Trust's outsized position by total assets
Boyle Investment Company Retirement Savings Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$82,206,496 Top 11% higher than 89% 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
Boyle Investment Company Retirement Savings Plan & 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. Boyle Investment Company Retirement Savings Plan & Trust sits mid-pack in the medium band (123 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Boyle Investment Company Retirement Savings Plan & Trust reported net income rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Boyle Investment Company Retirement Savings Plan & Trust end-of-year assets rose from $73M in the plan year 2023 filing to $82M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 620136740 · Boyle Investment Company PY 2024 · 401(k)
Boyle Investment Company Retirement Savings Plan & Trust · $82M · 123 · 89th
- ASSETS $82M
- ASSETS 123
- ASSETS 89th
- ASSETS 401(k)
- ASSETS near Wharton-Smith, Inc. 401(k) Plan and Trust
- ASSETS ind #4429
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 Real Estate retirement plans → · Plans in Tennessee →
Boyle Investment Company Retirement Savings Plan & Trust in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $73M |
|---|---|
| Net Assets (End of Year) | $82M |
| Net Income | $9M |
| Employer EIN | 620136740 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Boyle Investment Company)
Sponsor-wide plan assets over time
All Boyle Investment Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $82M 25.924105350443217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 116 | $65M |
| 2023 | 1 | 122 | $73M |
| 2024 | 1 | 123 | $82M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Boyle Investment Company Retirement Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Wharton-Smith, Inc. 401(k) Plan and Trust in FL ($82M); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($82M here).
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- Clark's Termite & Pest Control 401(k) Plan (NJ) 123 · 0 off
- App Annie 401(k) Plan (CA) 123 · 0 off
- Valley Chrome Plating, Inc. 401(k) Plan (CA) 123 · 0 off
- Atg Retirement Savings Plan (FL) 123 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.