401(k) · DOL Form 5500 · 2024
Bold North America, LLC 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 228
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $76,756
- Avg per participant Below avg balance/head
Official DOL plan name: Bold North America, LLC 401(k) Plan · Sponsored by Bold North America, LLC · Florida · Other Services
$18M in assets, 228 participants
Bold North America, LLC's Bold North America, LLC 401(k) Plan reported $18M in total assets and 228 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #6,325 in Other Services (7,719 peers)
Coverage in Florida
Bold North America, LLC 401(k) Plan covers 228 participants in Florida, about 36% of the average Florida filer (state average ~628 per filing). Assets: $18M.
- #6,325
- in Other Services (7,719 peers)
- +21.5%
- assets growth YoY
Bold North America, LLC 401(k) Plan's outsized position by total assets
Bold North America, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,500,400 Top 32% higher than 68% 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
Bold North America, LLC 401(k) 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. Bold North America, LLC 401(k) Plan sits mid-pack in the medium band (228 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bold North America, LLC 401(k) Plan reported participants rose from 133 in the plan year 2023 filing to 228 in the plan year 2024 filing.
- Bold North America, LLC 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Bold North America, LLC 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $18M in the plan year 2024 filing.
DOL schedule card
Filing strip 203932597 · Bold North America, LLC PY 2024 · 401(k)
Bold North America, LLC 401(k) Plan · $18M · 228 · 68th
- BOY $18M
- SCH 228
- EBSA 68th
- PART 401(k)
- TYPE near Susquehanna Valley Women's Health Care 401(k) Plan
- NET ind #6325
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 Other Services retirement plans → · Plans in Florida →
Bold North America, LLC 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 203932597 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bold North America, LLC)
Sponsor-wide plan assets over time
All Bold North America, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 72.99591531381186% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 99 | $10M |
| 2023 | 1 | 133 | $14M |
| 2024 | 1 | 228 | $18M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Bold North America, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Susquehanna Valley Women's Health Care 401(k) Plan in PA ($17M); by covered participants it is Bell Incorporated Employees Profit Sharing Plan in GA (228 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (228 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.