401(k) · DOL Form 5500 · 2024

Bozzuto & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$190M
Total assets Near avg plan size
3,234
Participants Above avg headcount
94th
Percentile by assets National rank
$58,766
Avg per participant Low balance/head
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Official DOL plan name: Bozzuto & Associates, Inc. 401(k) Plan · Sponsored by Bozzuto & Associates, Inc. · Maryland · Real Estate

$190M in assets, 3,234 participants

Bozzuto & Associates, Inc.'s Bozzuto & Associates, Inc. 401(k) Plan reported $190M in total assets and 3,234 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #4,530 in Real Estate (4,605 peers)

Coverage in Maryland

Bozzuto & Associates, Inc. 401(k) Plan covers 3,234 participants in Maryland, 3.5x the typical Maryland plan (state average ~929 per filing). Assets: $190M.

#4,530
in Real Estate (4,605 peers)
+22.5%
assets growth YoY
1.9×
vs typical plan assets (national mean)

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

Bozzuto & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$190,047,799 Top 6% higher than 94% 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 & Associates, 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 & Associates, Inc. 401(k) Plan lands in the large band (3,234 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bozzuto & Associates, Inc. 401(k) Plan end-of-year assets rose from $155M in the plan year 2023 filing to $190M in the plan year 2024 filing.
  • Bozzuto & Associates, Inc. 401(k) Plan reported net income rose from $31M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Bozzuto & Associates, Inc. 401(k) Plan reported participants rose from 3,023 in the plan year 2023 filing to 3,234 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 521566117 · Bozzuto & Associates, Inc. PY 2024 · 401(k)

Bozzuto & Associates, Inc. 401(k) Plan · $190M · 3,234 · 94th

  • EOY $190M
  • EOY 3,234
  • EOY 94th
  • EOY 401(k)
  • EOY near Penn Line Enterprises, Inc. Employee Stock Ownership and Savings Plan
  • EOY ind #4530

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 Real Estate retirement plans → · Plans in Maryland →

Bozzuto & Associates, Inc. 401(k) Plan in the asset neighbourhood

Ecmc Group 401(k) Plan$190MHoriba Instruments Incorporated 401(k) PlanHoriba Instruments Incorpora…$190MPenn Line Enterprises, Inc. Employee Stock Ownership and Savings PlanPenn Line Enterprises, Inc. …$190MBozzuto & Associates, Inc. 401(k) PlanBozzuto & Associates, Inc. 4…$190MThe Beck Group Retirement Savings PlanThe Beck Group Retirement Sa…$190M
End-of-year total assets ($M) among Bozzuto & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$155M
Net Assets (End of Year)$190M
Net Income$35M
Employer EIN521566117
Plan Effective Date1988-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bozzuto & Associates, Inc.)

Sponsor-wide plan assets over time

All Bozzuto & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$190M 53.11300306351207% vs 2022
2024 filing year
$100M$120M$140M$160M$180M$200M 202220232024 $124M $190M ▲ +53.1%
Year Plans Participants Total Assets
2022 1 2,722 $124M
2023 1 3,023 $155M
2024 1 3,234 $190M

Nearby 401(k) Plans in Maryland

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

Bozzuto & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bozzuto & Associates, Inc. 401(k) Plan, Total assets ($B): 0.190047799 · Participants: 3234Bozzuto & Associates, Inc. 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Bozzuto & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Bozzuto & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is Penn Line Enterprises, Inc. Employee Stock Ownership and Savings Plan in PA ($190M); by covered participants it is Plexus Corp. 401(k) Retirement Plan in WI (3,233 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($190M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,234 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 & Associates, Inc. 401(k) Plan assets move in 2024? ▼
Bozzuto & Associates, Inc. 401(k) Plan grew sharply - up 22.5% during 2024, from $155M to $190M. Reported net income was $35M.
How have Bozzuto & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bozzuto & Associates, Inc.'s sponsor-wide assets grew 53.1%, from $124M to $190M.
Where does Bozzuto & Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bozzuto & Associates, Inc. 401(k) Plan ranks in the 94th 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 & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Penn Line Enterprises, Inc. Employee Stock Ownership and Savings Plan in PA ($190M, 1,690 participants).
Which 401(k) plans cover a similar participant headcount to Bozzuto & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Plexus Corp. 401(k) Retirement Plan in WI (3,233 participants, $606M 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 521566117.

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.