401(k) · DOL Form 5500 · 2024

Bolger & O'hearn, Inc. 401(k) Plan

Data updated 2026-08-25

$2K
Total assets Small plan by assets
22
Participants Small participant base
1st
Percentile by assets National rank
$95
Avg per participant Low balance/head
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Official DOL plan name: Bolger & O'hearn, Inc. Profit Sharing Plan · Sponsored by Bolger & O'hearn, Inc. · Massachusetts · Wholesale Trade

$2K in assets, 22 participants

Bolger & O'hearn, Inc.'s Bolger & O'hearn, Inc. Profit Sharing Plan reported $2K in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.

  • #30 in Wholesale Trade (6,080 peers)

Bolger & O'hearn, Inc. multi-year trail

Bolger & O'hearn, Inc.'s plans moved -100.0% in assets from 2022 to 2024; this filing shows Bolger & O'hearn, Inc. Profit Sharing Plan at $2K / 22 participants.

#30
in Wholesale Trade (6,080 peers)
-100.0%
assets change YoY

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bolger & O'hearn, Inc. Profit Sharing Plan among the smaller filed plans by assets

Bolger & O'hearn, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,079 1st percentile higher than 1% 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

Bolger & O'hearn, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bolger & O'hearn, Inc. Profit Sharing Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bolger & O'hearn, Inc. Profit Sharing Plan reported net income fell from $600K in the plan year 2023 filing to -$8M in the plan year 2024 filing.
  • Bolger & O'hearn, Inc. Profit Sharing Plan end-of-year assets fell from $8M in the plan year 2023 filing to $2K in the plan year 2024 filing.
  • Bolger & O'hearn, Inc. Profit Sharing Plan reported participants rose from 20 in the plan year 2023 filing to 22 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042454566 · Bolger & O'hearn, Inc. PY 2024 · 401(k)

Bolger & O'hearn, Inc. Profit Sharing Plan · $2K · 22 · 1st

  • 5500 $2K
  • 5500 22
  • 5500 1st
  • 5500 401(k)
  • 5500 near DC Mechanisms, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #30

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 Massachusetts →

Bolger & O'hearn, Inc. Profit Sharing Plan in the asset neighbourhood

Bolger & O'hearn, Inc. Profit Sharing PlanBolger & O'hearn, Inc. Profi…$2KDC Mechanisms, Inc. 401(k) Profit Sharing PlanDC Mechanisms, Inc. 401(k) P…$2KSightline Harmony, Inc. 401(k) Profit Sharing PlanSightline Harmony, Inc. 401(…$2KNew Chapter Digital Corp 401(k) PlanNew Chapter Digital Corp 401…$2KRdp3 Inc. 401(k) Plan$2K
End-of-year total assets ($M) among Bolger & O'hearn, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bolger & O'hearn, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bolger & O'hearn, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2K 99.9736333174423% vs 2022
2024 filing year
$0M$5M$10M 202220232024 $7.88M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 19 $8M
2023 1 20 $8M
2024 1 22 $2K

Bolger & O'hearn, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$2K
Net Income-$8M
Employer EIN042454566
Plan Effective Date1983-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Bolger & O'hearn, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Bolger & O'hearn, Inc. Profit Sharing Plan, Total assets ($B): 0.000002079 · Participants: 22Bolger & O'hearn, Inc. Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Bolger & O'hearn, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Bolger & O'hearn, Inc. Profit Sharing Plan side-by-side with 3 peers →

Bolger & O'hearn, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is DC Mechanisms, Inc. 401(k) Profit Sharing Plan in TX ($2K); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Bolger & O'hearn, Inc. Profit Sharing Plan assets move in 2024? ▼
Bolger & O'hearn, Inc. Profit Sharing Plan contracted severely - down 100.0% during 2024, from $8M to $2K. Reported net income was -$8M.
How have Bolger & O'hearn, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bolger & O'hearn, Inc.'s sponsor-wide assets declined 100.0%, from $8M to $2K.
Where does Bolger & O'hearn, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bolger & O'hearn, Inc. Profit Sharing Plan ranks in the 1st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Bolger & O'hearn, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is DC Mechanisms, Inc. 401(k) Profit Sharing Plan in TX ($2K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Bolger & O'hearn, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed & Witting Company Profit Sharing Plan in PA (22 participants, N/A 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 042454566.

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.