401(k) · DOL Form 5500 · 2024

Bolton Medical Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
584
Participants Below avg headcount
79th
Percentile by assets National rank
$58,476
Avg per participant Low balance/head
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Official DOL plan name: Terumo Aortic Retirement Plan · Sponsored by Bolton Medical Inc. · Florida · Manufacturing

$34M in assets, 584 participants

Bolton Medical Inc.'s Terumo Aortic Retirement Plan reported $34M in total assets and 584 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #12,664 in Manufacturing (17,777 peers)

Where Terumo Aortic Retirement Plan sits by assets

Terumo Aortic Retirement Plan sits in the top quartile of all filed plans by assets, $34M for 584 participants (~$58,476/participant), up 27.1% in 2024.

#12,664
in Manufacturing (17,777 peers)
+27.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Terumo Aortic Retirement Plan's outsized position by total assets

Terumo Aortic Retirement Plan vs every filed plan by assets

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

$34,150,032 Top 21% higher than 79% 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

Terumo Aortic Retirement 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. Terumo Aortic Retirement Plan sits mid-pack in the medium band (584 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Terumo Aortic Retirement Plan end-of-year assets rose from $27M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Terumo Aortic Retirement Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Terumo Aortic Retirement Plan reported participants rose from 563 in the plan year 2023 filing to 584 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 223213772 · Bolton Medical Inc. PY 2024 · 401(k)

Terumo Aortic Retirement Plan · $34M · 584 · 79th

  • EOY $34M
  • EOY 584
  • EOY 79th
  • EOY 401(k)
  • EOY near Russ Darrow Group, Inc. 401(k) Savings Plan
  • EOY ind #12664

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 Manufacturing retirement plans → · Plans in Florida →

Terumo Aortic Retirement Plan in the asset neighbourhood

Lronclad 401(k) Plan$34MTerumo Aortic Retirement Plan$34MRuss Darrow Group, Inc. 401(k) Savings PlanRuss Darrow Group, Inc. 401(…$34MO'hagan Meyer LLC 401(k) Retirement PlanO'hagan Meyer LLC 401(k) Ret…$34MUnited Power, Inc. 401(k) PlanUnited Power, Inc. 401(k) Pl…$34M
End-of-year total assets ($M) among Terumo Aortic Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$34M
Net Income$7M
Employer EIN223213772
Plan Effective Date2001-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bolton Medical Inc.)

Sponsor-wide plan assets over time

All Bolton Medical Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 63.20119878933975% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $20.9M $34.2M ▲ +63.2%
Year Plans Participants Total Assets
2022 1 497 $21M
2023 1 563 $27M
2024 1 584 $34M

Nearby 401(k) Plans in Florida

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

Terumo Aortic Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Terumo Aortic Retirement Plan, Total assets ($B): 0.034150032 · Participants: 584Terumo Aortic Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Terumo Aortic Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Terumo Aortic Retirement Plan side-by-side with 3 peers →

Terumo Aortic Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Russ Darrow Group, Inc. 401(k) Savings Plan in WI ($34M); by covered participants it is Buck 401(k) Savings Plan in NJ (584 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (584 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 Terumo Aortic Retirement Plan assets move in 2024? ▼
Terumo Aortic Retirement Plan grew sharply - up 27.1% during 2024, from $27M to $34M. Reported net income was $7M.
How have Bolton Medical Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bolton Medical Inc.'s sponsor-wide assets grew 63.2%, from $21M to $34M.
Where does Terumo Aortic Retirement Plan rank by assets among Form 5500 filers? ▼
Terumo Aortic Retirement Plan ranks in the 79th 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 Terumo Aortic Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Russ Darrow Group, Inc. 401(k) Savings Plan in WI ($34M, 913 participants).
Which 401(k) plans cover a similar participant headcount to Terumo Aortic Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Buck 401(k) Savings Plan in NJ (584 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 223213772.

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.