401(k) · DOL Form 5500 · 2024

Bourque Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets: 164
Participants Small participant base: 71st
Percentile by assets National rank: $124,058
Avg per participant Near avg balance/head

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Official DOL plan name: Bourque Holdings 401(k) Plan · Sponsored by Bourque Holdings, LLC · Texas · Professional & Technical Services

$20M in assets, 164 participants

Bourque Holdings, LLC's Bourque Holdings 401(k) Plan reported $20M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

#14,102 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Bourque Holdings 401(k) Plan covers 164 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $20M.

#14,102
in Professional & Technical Services (20,173 peers): +19.7%
assets growth YoY

Bourque Holdings 401(k) Plan's outsized position by total assets

Bourque Holdings 401(k) Plan vs every filed plan by assets

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

$20,345,477 Top 29% higher than 71% 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

Bourque Holdings 401(k) 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. Bourque Holdings 401(k) Plan sits mid-pack in the medium band (164 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Bourque Holdings 401(k) Plan reported participants rose from 126 in the plan year 2023 filing to 164 in the plan year 2024 filing.
Bourque Holdings 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
Bourque Holdings 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 844306683 · Bourque Holdings, LLC PY 2024 · 401(k)

Bourque Holdings 401(k) Plan · $20M · 164 · 71st

ASSETS $20M
ASSETS 164
ASSETS 71st
ASSETS 401(k)
ASSETS near Arise Virtual Solutions Inc. 401(k) Plan
ASSETS ind #14102

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 Texas →

End-of-year total assets ($M) among Bourque Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$20M
Net Income	$3M
Employer EIN	844306683
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bourque Holdings, LLC)

Latest sponsor-wide plan assets: $20M 52.694711400627604% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	154	$13M
2023	1	126	$17M
2024	1	164	$20M

Nearby 401(k) Plans in Texas

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

Bourque Holdings 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Bourque Holdings 401(k) Plan side-by-side with 3 peers →

Bourque Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Arise Virtual Solutions Inc. 401(k) Plan in FL ($20M); by covered participants it is Meadows Bank 401(k) Retirement Plan in NV (164 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Arise Virtual Solutions Inc. 401(k) Plan (FL) $20M · 266
Viking Cloud 401(k) Plan (IL) $20M · 328
Pioneer Bank & Trust Employees Profit Sharing Retirement Plan (SD) $20M · 131
Buckles-Smith Electric Co. Savings and Investment Plan (CA) $20M · 158

Similar participant headcount

Nearest other-state filings by covered participants (164 participants); asset peers above are excluded.

Meadows Bank 401(k) Retirement Plan (NV) 164 · 0 off
Dfs Flooring, Inc. 401(k) Retirement Plan (CA) 164 · 0 off
Infiniti Hr Retirement Plan (MD) 164 · 0 off
The Lumbee Tribe of Nc 401(k) Plan (NC) 164 · 0 off

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 Bourque Holdings 401(k) Plan assets move in 2024? ▼

Bourque Holdings 401(k) Plan grew sharply - up 19.7% during 2024, from $17M to $20M. Reported net income was $3M.

How have Bourque Holdings, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bourque Holdings, LLC's sponsor-wide assets grew 52.7%, from $13M to $20M.

Which 401(k) plans are similar in size to Bourque Holdings 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Arise Virtual Solutions Inc. 401(k) Plan in FL ($20M, 266 participants).

Which 401(k) plans cover a similar participant headcount to Bourque Holdings 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Meadows Bank 401(k) Retirement Plan in NV (164 participants, $20M 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 844306683.