Other · DOL Form 5500 · 2024
The Bolles School Retirement Plan
Data updated 2026-08-25
- $69M
- Total assets Below avg plan size
- 298
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $231,125
- Avg per participant Above avg balance/head
Official DOL plan name: The Bolles School Retirement Plan · Sponsored by The Bolles School · Florida · Educational Services
$69M in assets, 298 participants
The Bolles School's The Bolles School Retirement Plan reported $69M in total assets and 298 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.
- #2,819 in Educational Services (3,638 peers)
Coverage in Florida
The Bolles School Retirement Plan covers 298 participants in Florida, about 47% of the average Florida filer (state average ~628 per filing). Assets: $69M.
- #2,819
- in Educational Services (3,638 peers)
- +6.8%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
The Bolles School Retirement Plan's outsized position by total assets
The Bolles School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$68,875,261 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Bolles School 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. The Bolles School Retirement Plan sits mid-pack in the medium band (298 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Bolles School Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- The Bolles School Retirement Plan end-of-year assets rose from $65M in the plan year 2023 filing to $69M in the plan year 2024 filing.
- The Bolles School Retirement Plan reported participants rose from 290 in the plan year 2023 filing to 298 in the plan year 2024 filing.
DOL schedule card
Filing strip 590637814 · The Bolles School PY 2024 · Other
The Bolles School Retirement Plan · $69M · 298 · 87th
- RANK $69M
- PHOTO 298
- IND 87th
- EOY Other
- 5500 near Carnegie Library of Pittsburgh Retirement Savings Plan
- ASSETS ind #2819
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 Educational Services retirement plans → · Plans in Florida →
The Bolles School Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | $4M |
| Employer EIN | 590637814 |
| Plan Effective Date | 1972-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Bolles School)
Sponsor-wide plan assets over time
All The Bolles School plans reported in each filing year
- Latest sponsor-wide plan assets
- $69M 17.870618990311183% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 286 | $58M |
| 2023 | 1 | 290 | $65M |
| 2024 | 1 | 298 | $69M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
The Bolles School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Carnegie Library of Pittsburgh Retirement Savings Plan in PA ($69M); by covered participants it is The Saint Ann's School Tax Deferred Annuity Plan in NY (298 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($69M here).
Similar participant headcount
Nearest other-state filings by covered participants (298 participants); asset peers above are excluded.
- The Saint Ann's School Tax Deferred Annuity Plan (NY) 298 · 0 off
- Dothouse Health 403(b) Retirement Plan (MA) 298 · 0 off
- Circle of Life Retirement 403b Plan (AR) 298 · 0 off
- Bvcaa, Inc. Retirement Plan (TX) 298 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.