401(k) · DOL Form 5500 · 2024

Niles Bolton Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
142
Participants Small participant base
82nd
Percentile by assets National rank
$293,904
Avg per participant High balance/head
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Official DOL plan name: Niles Bolton Associates, Inc. Incentive Savings Plan · Sponsored by Niles Bolton Associates, Inc. · Georgia · Professional & Technical Services

$42M in assets, 142 participants

Niles Bolton Associates, Inc.'s Niles Bolton Associates, Inc. Incentive Savings Plan reported $42M in total assets and 142 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,638 in Professional & Technical Services (20,173 peers)

Coverage in Georgia

Niles Bolton Associates, Inc. Incentive Savings Plan covers 142 participants in Georgia, about 13% of the average Georgia filer (state average ~1,096 per filing). Assets: $42M.

#16,638
in Professional & Technical Services (20,173 peers)
+13.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Niles Bolton Associates, Inc. Incentive Savings Plan's outsized position by total assets

Niles Bolton Associates, Inc. Incentive Savings Plan vs every filed plan by assets

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

$41,734,426 Top 18% higher than 82% 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

Niles Bolton Associates, Inc. Incentive Savings 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. Niles Bolton Associates, Inc. Incentive Savings Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Niles Bolton Associates, Inc. Incentive Savings Plan end-of-year assets rose from $37M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Niles Bolton Associates, Inc. Incentive Savings Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Niles Bolton Associates, Inc. Incentive Savings Plan reported participants fell from 146 in the plan year 2023 filing to 142 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 581407613 · Niles Bolton Associates, Inc. PY 2024 · 401(k)

Niles Bolton Associates, Inc. Incentive Savings Plan · $42M · 142 · 82nd

  • 5500 $42M
  • ASSETS 142
  • PCT 82nd
  • EIN 401(k)
  • RANK near Westerra Credit Union Capital Accumulation Plan
  • PHOTO ind #16638

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 Professional & Technical Services retirement plans → · Plans in Georgia →

Niles Bolton Associates, Inc. Incentive Savings Plan in the asset neighbourhood

Advanced Chemical Transport LLC Retirement SavingsAdvanced Chemical Transport …$42MNiles Bolton Associates, Inc. Incentive Savings PlanNiles Bolton Associates, Inc…$42MWesterra Credit Union Capital Accumulation PlanWesterra Credit Union Capita…$42MThe Optos Inc. 401(k) Plan$42MSavings Incentive and Profit Sharing Plan for Employees of Digestive Disease Specialists, Inc.Savings Incentive and Profit…$42M
End-of-year total assets ($M) among Niles Bolton Associates, Inc. Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$5M
Employer EIN581407613
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Niles Bolton Associates, Inc.)

Sponsor-wide plan assets over time

All Niles Bolton Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 34.09506978003704% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.1M $41.7M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 131 $31M
2023 1 146 $37M
2024 1 142 $42M

Nearby 401(k) Plans in Georgia

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

Niles Bolton Associates, Inc. Incentive Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Niles Bolton Associates, Inc. Incentive Savings Plan, Total assets ($B): 0.041734426 · Participants: 142Niles Bolton Associates, Inc. Incentive Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Niles Bolton Associates, Inc. Incentive Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Niles Bolton Associates, Inc. Incentive Savings Plan side-by-side with 3 peers →

Niles Bolton Associates, Inc. Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Westerra Credit Union Capital Accumulation Plan in CO ($42M); by covered participants it is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Niles Bolton Associates, Inc. Incentive Savings Plan assets move in 2024? ▼
Niles Bolton Associates, Inc. Incentive Savings Plan grew at a solid clip - up 13.5% during 2024, from $37M to $42M. Reported net income was $5M.
How have Niles Bolton Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Niles Bolton Associates, Inc.'s sponsor-wide assets grew 34.1%, from $31M to $42M.
Where does Niles Bolton Associates, Inc. Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Niles Bolton Associates, Inc. Incentive Savings Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Niles Bolton Associates, Inc. Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Westerra Credit Union Capital Accumulation Plan in CO ($42M, 292 participants).
Which 401(k) plans cover a similar participant headcount to Niles Bolton Associates, Inc. Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants, $19M 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 581407613.

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.