401(k) · DOL Form 5500 · 2024

The Boler Company 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
2,428
Participants Above avg headcount
87th
Percentile by assets National rank
$27,072
Avg per participant Low balance/head
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Official DOL plan name: Tax-Deferred Retirement Investment Plan of the Boler Company · Sponsored by The Boler Company · Illinois · Manufacturing

$66M in assets, 2,428 participants

The Boler Company's Tax-Deferred Retirement Investment Plan of the Boler Company reported $66M in total assets and 2,428 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #14,436 in Manufacturing (17,777 peers)

Coverage in Illinois

Tax-Deferred Retirement Investment Plan of the Boler Company covers 2,428 participants in Illinois, 3.1x the typical Illinois plan (state average ~779 per filing). Assets: $66M.

#14,436
in Manufacturing (17,777 peers)
+19.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Tax-Deferred Retirement Investment Plan of the Boler Company's outsized position by total assets

Tax-Deferred Retirement Investment Plan of the Boler Company vs every filed plan by assets

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

$65,730,807 Top 13% higher than 87% 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

Tax-Deferred Retirement Investment Plan of the Boler Company'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. Tax-Deferred Retirement Investment Plan of the Boler Company lands in the large band (2,428 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tax-Deferred Retirement Investment Plan of the Boler Company reported net income fell from $13M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Tax-Deferred Retirement Investment Plan of the Boler Company end-of-year assets rose from $55M in the plan year 2023 filing to $66M in the plan year 2024 filing.
  • Tax-Deferred Retirement Investment Plan of the Boler Company reported participants rose from 2,163 in the plan year 2023 filing to 2,428 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 362928548 · The Boler Company PY 2024 · 401(k)

Tax-Deferred Retirement Investment Plan of the Boler Company · $66M · 2,428 · 87th

  • PCT $66M
  • EIN 2,428
  • RANK 87th
  • PHOTO 401(k)
  • IND near Lhb Inc. 401(k) & Profit Sharing Plan
  • EOY ind #14436

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 Illinois →

Tax-Deferred Retirement Investment Plan of the Boler Company in the asset neighbourhood

Lhb Inc. 401(k) & Profit Sharing PlanLhb Inc. 401(k) & Profit Sha…$66MTax-Deferred Retirement Investment Plan of the Boler CompanyTax-Deferred Retirement Inve…$66MJoseph Jingoli & Son, Inc. 401(k) PlanJoseph Jingoli & Son, Inc. 4…$66MAro Drilling 401(k) Plan$66MDenali Therapeutics 401(k) PlanDenali Therapeutics 401(k) P…$66M
End-of-year total assets ($M) among Tax-Deferred Retirement Investment Plan of the Boler Company and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$66M
Net Income$9M
Employer EIN362928548
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Boler Company)

Sponsor-wide plan assets over time

All The Boler Company plans reported in each filing year

Latest sponsor-wide plan assets
$735M 30.049944193119426% vs 2022
2024 filing year
$500M$600M$700M$800M 202220232024 $566M $735M ▲ +30.0%
Year Plans Participants Total Assets
2022 5 6,147 $566M
2023 5 6,731 $664M
2024 6 7,400 $735M

Nearby 401(k) Plans in Illinois

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

Tax-Deferred Retirement Investment Plan of the Boler Company vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Tax-Deferred Retirement Investment Plan of the Boler Company, Total assets ($B): 0.065730807 · Participants: 2428Tax-Deferred Retirement Investment Plan of the Boler CompanyAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Tax-Deferred Retirement Investment Plan of the Boler Company vs. nearby 401(k) plans in Illinois, assets vs. participants

Tax-Deferred Retirement Investment Plan of the Boler Company's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Lhb Inc. 401(k) & Profit Sharing Plan in MN ($66M); by covered participants it is Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan in DE (2,427 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,428 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 Tax-Deferred Retirement Investment Plan of the Boler Company assets move in 2024?
Tax-Deferred Retirement Investment Plan of the Boler Company grew sharply - up 19.0% during 2024, from $55M to $66M. Reported net income was $9M.
How have The Boler Company plan assets changed over time?
Across 3 plan years on file (2022-2024), The Boler Company's sponsor-wide assets grew 30.0%, from $566M to $735M.
Where does Tax-Deferred Retirement Investment Plan of the Boler Company rank by assets among Form 5500 filers?
Tax-Deferred Retirement Investment Plan of the Boler Company ranks in the 87th 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 Tax-Deferred Retirement Investment Plan of the Boler Company?
Among 401(k) plans in other states, the closest by assets is Lhb Inc. 401(k) & Profit Sharing Plan in MN ($66M, 215 participants).
Which 401(k) plans cover a similar participant headcount to Tax-Deferred Retirement Investment Plan of the Boler Company?
Among 401(k) plans in other states, the closest by covered participants is Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan in DE (2,427 participants, $260M in assets).