401(k) · DOL Form 5500 · 2024

Boulay Pllp 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
280
Participants Below avg headcount
87th
Percentile by assets National rank
$246,863
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Boulay Retirement Plan and Trust · Sponsored by Boulay Pllp · Minnesota · Professional & Technical Services

$69M in assets, 280 participants

Boulay Pllp's Boulay Retirement Plan and Trust reported $69M in total assets and 280 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.

  • #17,849 in Professional & Technical Services (20,173 peers)

Coverage in Minnesota

Boulay Retirement Plan and Trust covers 280 participants in Minnesota, about 25% of the average Minnesota filer (state average ~1,126 per filing). Assets: $69M.

#17,849
in Professional & Technical Services (20,173 peers)
+5.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Boulay Retirement Plan and Trust's outsized position by total assets

Boulay Retirement Plan and Trust vs every filed plan by assets

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

$69,121,677 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

Boulay Retirement Plan and Trust 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. Boulay Retirement Plan and Trust sits mid-pack in the medium band (280 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Boulay Retirement Plan and Trust reported net income fell from $12M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Boulay Retirement Plan and Trust reported participants rose from 255 in the plan year 2023 filing to 280 in the plan year 2024 filing.
  • Boulay Retirement Plan and Trust end-of-year assets rose from $66M in the plan year 2023 filing to $69M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 410887288 · Boulay Pllp PY 2024 · 401(k)

Boulay Retirement Plan and Trust · $69M · 280 · 87th

  • BOY $69M
  • BOY 280
  • BOY 87th
  • BOY 401(k)
  • BOY near Techmer Pm, LLC 401(k) Profit Sharing Plan
  • BOY ind #17849

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Boulay Retirement Plan and Trust in the asset neighbourhood

Boulay Retirement Plan and TrustBoulay Retirement Plan and T…$69MTechmer Pm, LLC 401(k) Profit Sharing PlanTechmer Pm, LLC 401(k) Profi…$69MKiara, Inc. 401(k) Profit Sharing PlanKiara, Inc. 401(k) Profit Sh…$69MThe Ssi Group, LLC Employees' Retirement Savings PlanThe Ssi Group, LLC Employees…$69MAdare Pharmaceuticals, Inc. 401(k) PlanAdare Pharmaceuticals, Inc. …$69M
End-of-year total assets ($M) among Boulay Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$69M
Net Income$3M
Employer EIN410887288
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boulay Pllp)

Sponsor-wide plan assets over time

All Boulay Pllp plans reported in each filing year

Latest sponsor-wide plan assets
$69M 27.74820766423706% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $54.1M $69.1M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 229 $54M
2023 1 255 $66M
2024 1 280 $69M

Nearby 401(k) Plans in Minnesota

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

Boulay Retirement Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Boulay Retirement Plan and Trust, Total assets ($B): 0.069121677 · Participants: 280Boulay Retirement Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Boulay Retirement Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Boulay Retirement Plan and Trust side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Techmer Pm, LLC 401(k) Profit Sharing Plan in TN ($69M); by covered participants it is T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan in PA (280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (280 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 Boulay Retirement Plan and Trust assets move in 2024? ▼
Boulay Retirement Plan and Trust grew at a solid clip - up 5.2% during 2024, from $66M to $69M. Reported net income was $3M.
How have Boulay Pllp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boulay Pllp's sponsor-wide assets grew 27.7%, from $54M to $69M.
Where does Boulay Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Boulay Retirement Plan and Trust 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 Boulay Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Techmer Pm, LLC 401(k) Profit Sharing Plan in TN ($69M, 447 participants).
Which 401(k) plans cover a similar participant headcount to Boulay Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan in PA (280 participants, $3M 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 410887288.

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.