401(k) · DOL Form 5500 · 2024

The Boelter Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
508
Participants Below avg headcount
84th
Percentile by assets National rank
$99,292
Avg per participant Below avg balance/head
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Official DOL plan name: The Boelter Companies, Inc. Retirement Savings Plan · Sponsored by The Boelter Companies, Inc. · Wisconsin · Wholesale Trade

$50M in assets, 508 participants

The Boelter Companies, Inc.'s The Boelter Companies, Inc. Retirement Savings Plan reported $50M in total assets and 508 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,183 in Wholesale Trade (6,080 peers)

Where The Boelter Companies, Inc. Retirement Savings Plan sits by assets

The Boelter Companies, Inc. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $50M for 508 participants (~$99,292/participant), up 20.6% in 2024.

#5,183
in Wholesale Trade (6,080 peers)
+20.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Boelter Companies, Inc. Retirement Savings Plan's outsized position by total assets

The Boelter Companies, Inc. Retirement Savings Plan vs every filed plan by assets

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

$50,440,148 Top 16% higher than 84% 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

The Boelter Companies, Inc. Retirement 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. The Boelter Companies, Inc. Retirement Savings Plan sits mid-pack in the medium band (508 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Boelter Companies, Inc. Retirement Savings Plan reported net income rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • The Boelter Companies, Inc. Retirement Savings Plan end-of-year assets rose from $42M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • The Boelter Companies, Inc. Retirement Savings Plan reported participants rose from 491 in the plan year 2023 filing to 508 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 390752036 · The Boelter Companies, Inc. PY 2024 · 401(k)

The Boelter Companies, Inc. Retirement Savings Plan · $50M · 508 · 84th

  • EBSA $50M
  • EBSA 508
  • EBSA 84th
  • EBSA 401(k)
  • EBSA near Land O'frost 401(k) Retirement Savings Plan
  • EBSA ind #5183

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 Wisconsin →

The Boelter Companies, Inc. Retirement Savings Plan in the asset neighbourhood

Mana Products, Inc. Profit Sharing PlanMana Products, Inc. Profit S…$50MThe Boelter Companies, Inc. Retirement Savings PlanThe Boelter Companies, Inc. …$50MLand O'frost 401(k) Retirement Savings PlanLand O'frost 401(k) Retireme…$50MS&b USA / Asn / Bpc 401(k) PlanS&b USA / Asn / Bpc 401(k) P…$50MAriel Investments, LLC Employees' Profit Sharing and Savings Plan and TrustAriel Investments, LLC Emplo…$50M
End-of-year total assets ($M) among The Boelter Companies, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$50M
Net Income$9M
Employer EIN390752036
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Boelter Companies, Inc.)

Sponsor-wide plan assets over time

All The Boelter Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 43.68279398747952% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35.1M $50.4M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 444 $35M
2023 1 491 $42M
2024 1 508 $50M

Nearby 401(k) Plans in Wisconsin

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

The Boelter Companies, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants The Boelter Companies, Inc. Retirement Savings Plan, Total assets ($B): 0.050440148 · Participants: 508The Boelter Companies, Inc. Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
The Boelter Companies, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Boelter Companies, Inc. Retirement Savings Plan side-by-side with 3 peers →

The Boelter Companies, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Land O'frost 401(k) Retirement Savings Plan in IL ($50M); by covered participants it is Genisys Credit Union 401(k) Plan in MI (508 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (508 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 The Boelter Companies, Inc. Retirement Savings Plan assets move in 2024? ▼
The Boelter Companies, Inc. Retirement Savings Plan grew sharply - up 20.6% during 2024, from $42M to $50M. Reported net income was $9M.
How have The Boelter Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Boelter Companies, Inc.'s sponsor-wide assets grew 43.7%, from $35M to $50M.
Where does The Boelter Companies, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Boelter Companies, Inc. Retirement Savings Plan ranks in the 84th 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 The Boelter Companies, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Land O'frost 401(k) Retirement Savings Plan in IL ($50M, 1,176 participants).
Which 401(k) plans cover a similar participant headcount to The Boelter Companies, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Genisys Credit Union 401(k) Plan in MI (508 participants, $72M 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 390752036.

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.