401(k) · DOL Form 5500 · 2024

Bold Penguin, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
238
Participants Below avg headcount
69th
Percentile by assets National rank
$78,416
Avg per participant Below avg balance/head
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Official DOL plan name: Bold Penguin 401(k) Plan · Sponsored by Bold Penguin, Inc. · Ohio · Information & Media

$19M in assets, 238 participants

Bold Penguin, Inc.'s Bold Penguin 401(k) Plan reported $19M in total assets and 238 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #1,655 in Information & Media (2,822 peers)

Coverage in Ohio

Bold Penguin 401(k) Plan covers 238 participants in Ohio, about 31% of the average Ohio filer (state average ~765 per filing). Assets: $19M.

#1,655
in Information & Media (2,822 peers)
+32.4%
assets growth YoY

Bold Penguin 401(k) Plan's outsized position by total assets

Bold Penguin 401(k) Plan vs every filed plan by assets

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

$18,662,986 Top 31% higher than 69% 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

Bold Penguin 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 Penguin 401(k) Plan sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bold Penguin 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Bold Penguin 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Bold Penguin 401(k) Plan reported participants fell from 262 in the plan year 2023 filing to 238 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 813064148 · Bold Penguin, Inc. PY 2024 · 401(k)

Bold Penguin 401(k) Plan · $19M · 238 · 69th

  • BOOK $19M
  • VS-ST 238
  • BOY 69th
  • SCH 401(k)
  • EBSA near Hennebery Eddy Architects, Inc. 401(k) Plan
  • PART ind #1655

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 Information & Media retirement plans → · Plans in Ohio →

Bold Penguin 401(k) Plan in the asset neighbourhood

Bold Penguin 401(k) Plan$19MHennebery Eddy Architects, Inc. 401(k) PlanHennebery Eddy Architects, I…$19MRedseal, Inc. 401(k) Plan$19MAdvanced Roofing Retirement and Profit Sharing PlanAdvanced Roofing Retirement …$19MBig Dutchman, Inc. Profit Sharing PlanBig Dutchman, Inc. Profit Sh…$19M
End-of-year total assets ($M) among Bold Penguin 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$5M
Employer EIN813064148
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bold Penguin, Inc.)

Sponsor-wide plan assets over time

All Bold Penguin, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 80.94152878303618% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $10.3M $18.7M ▲ +81.0%
Year Plans Participants Total Assets
2022 1 211 $10M
2023 1 262 $14M
2024 1 238 $19M

Nearby 401(k) Plans in Ohio

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

Bold Penguin 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Bold Penguin 401(k) Plan, Total assets ($B): 0.018662986 · Participants: 238Bold Penguin 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Bold Penguin 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Bold Penguin 401(k) Plan side-by-side with 3 peers →

Bold Penguin 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Hennebery Eddy Architects, Inc. 401(k) Plan in OR ($19M); by covered participants it is Prevailing Multiple Employer Plan in PA (238 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (238 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 Bold Penguin 401(k) Plan assets move in 2024? ▼
Bold Penguin 401(k) Plan surged - up 32.4% during 2024, from $14M to $19M. Reported net income was $5M.
How have Bold Penguin, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bold Penguin, Inc.'s sponsor-wide assets grew 80.9%, from $10M to $19M.
Which 401(k) plans are similar in size to Bold Penguin 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hennebery Eddy Architects, Inc. 401(k) Plan in OR ($19M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Bold Penguin 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prevailing Multiple Employer Plan in PA (238 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 813064148.

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.