401(k) · DOL Form 5500 · 2024

Bozzuto's, Inc. 401(k) Plan

Data updated 2026-08-25

$95M
Total assets Below avg plan size
1,474
Participants Near avg headcount
90th
Percentile by assets National rank
$64,523
Avg per participant Low balance/head
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Official DOL plan name: Bozzuto's, Inc. 401(k) Plan · Sponsored by Bozzuto's, Inc. · Connecticut · Wholesale Trade

$95M in assets, 1,474 participants

Bozzuto's, Inc.'s Bozzuto's, Inc. 401(k) Plan reported $95M in total assets and 1,474 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #5,582 in Wholesale Trade (6,080 peers)

Coverage in Connecticut

Bozzuto's, Inc. 401(k) Plan covers 1,474 participants in Connecticut, 2.1x the typical Connecticut plan (state average ~718 per filing). Assets: $95M.

#5,582
in Wholesale Trade (6,080 peers)
+13.3%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Bozzuto's, Inc. 401(k) Plan's outsized position by total assets

Bozzuto's, Inc. 401(k) Plan vs every filed plan by assets

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

$95,107,154 Top 10% higher than 90% 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

Bozzuto's, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bozzuto's, Inc. 401(k) Plan lands in the large band (1,474 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bozzuto's, Inc. 401(k) Plan reported net income fell from $15M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Bozzuto's, Inc. 401(k) Plan end-of-year assets rose from $84M in the plan year 2023 filing to $95M in the plan year 2024 filing.
  • Bozzuto's, Inc. 401(k) Plan reported participants fell from 1,505 in the plan year 2023 filing to 1,474 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 060606469 · Bozzuto's, Inc. PY 2024 · 401(k)

Bozzuto's, Inc. 401(k) Plan · $95M · 1,474 · 90th

  • BOY $95M
  • BOY 1,474
  • BOY 90th
  • BOY 401(k)
  • BOY near Fields Profit Sharing and Savings Plan
  • BOY ind #5582

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 Wholesale Trade retirement plans → · Plans in Connecticut →

Bozzuto's, Inc. 401(k) Plan in the asset neighbourhood

Campbell & Company 401(k) PlanCampbell & Company 401(k) Pl…$95MCanyon Partners, L.L.C. 401(k) Retirement Savings PlanCanyon Partners, L.L.C. 401(…$95MFields Profit Sharing and Savings PlanFields Profit Sharing and Sa…$95MBozzuto's, Inc. 401(k) Plan$95MCanam 401(k) Plan$95M
End-of-year total assets ($M) among Bozzuto's, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$95M
Net Income$11M
Employer EIN060606469
Plan Effective Date1996-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bozzuto's, Inc.)

Sponsor-wide plan assets over time

All Bozzuto's, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$95M 15.916329549811522% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $113M $95.1M ▼ -15.9%
Year Plans Participants Total Assets
2022 2 2,600 $113M
2023 2 2,793 $134M
2024 1 1,474 $95M

Nearby 401(k) Plans in Connecticut

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

Bozzuto's, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bozzuto's, Inc. 401(k) Plan, Total assets ($B): 0.095107154 · Participants: 1474Bozzuto's, Inc. 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Bozzuto's, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Bozzuto's, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Fields Profit Sharing and Savings Plan in IL ($95M); by covered participants it is Adams Fairacre Farms, Inc. 401(k) Plan in NY (1,474 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($95M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,474 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 Bozzuto's, Inc. 401(k) Plan assets move in 2024? ▼
Bozzuto's, Inc. 401(k) Plan grew at a solid clip - up 13.3% during 2024, from $84M to $95M. Reported net income was $11M.
How have Bozzuto's, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bozzuto's, Inc.'s sponsor-wide assets declined 15.9%, from $113M to $95M.
Where does Bozzuto's, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bozzuto's, Inc. 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bozzuto's, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fields Profit Sharing and Savings Plan in IL ($95M, 1,833 participants).
Which 401(k) plans cover a similar participant headcount to Bozzuto's, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Adams Fairacre Farms, Inc. 401(k) Plan in NY (1,474 participants, $48M 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 060606469.

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.