401(k) · DOL Form 5500 · 2024
Bolger LLC 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 149
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $193,558
- Avg per participant Above avg balance/head
Official DOL plan name: Bolger LLC Retirement Savings Plan and Trust · Sponsored by Bolger LLC · Minnesota · Manufacturing
$29M in assets, 149 participants
Bolger LLC's Bolger LLC Retirement Savings Plan and Trust reported $29M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #12,078 in Manufacturing (17,777 peers)
Coverage in Minnesota
Bolger LLC Retirement Savings Plan and Trust covers 149 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $29M.
- #12,078
- in Manufacturing (17,777 peers)
- +3.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Bolger LLC Retirement Savings Plan and Trust's outsized position by total assets
Bolger LLC Retirement Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,840,203 Top 23% higher than 77% 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
Bolger LLC Retirement Savings 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. Bolger LLC Retirement Savings Plan and Trust sits mid-pack in the medium band (149 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bolger LLC Retirement Savings Plan and Trust reported net income fell from $6M in the plan year 2023 filing to $940K in the plan year 2024 filing.
- Bolger LLC Retirement Savings Plan and Trust reported participants fell from 159 in the plan year 2023 filing to 149 in the plan year 2024 filing.
- Bolger LLC Retirement Savings Plan and Trust end-of-year assets rose from $28M in the plan year 2023 filing to $29M in the plan year 2024 filing.
DOL schedule card
Filing strip 262884864 · Bolger LLC PY 2024 · 401(k)
Bolger LLC Retirement Savings Plan and Trust · $29M · 149 · 77th
- SCH $29M
- EBSA 149
- PART 77th
- TYPE 401(k)
- NET near Sigmatron International, Inc 401(k) Retirement Savings Plan
- BOOK ind #12078
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 Minnesota →
Bolger LLC Retirement Savings Plan and Trust in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $940K |
| Employer EIN | 262884864 |
| Plan Effective Date | 1974-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bolger LLC)
Sponsor-wide plan assets over time
All Bolger LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 28.894278117570423% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 152 | $22M |
| 2023 | 1 | 159 | $28M |
| 2024 | 1 | 149 | $29M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Bolger LLC Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Sigmatron International, Inc 401(k) Retirement Savings Plan in IL ($29M); by covered participants it is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Sigmatron International, Inc 401(k) Retirement Savings Plan (IL) $29M · 480
- Safran Aerosystems Services Americas, LLC (GA) $29M · 230
- Pathai 401(k) Plan (MA) $29M · 580
- Skinspirit Essential 401(k) Plan (WA) $29M · 511
Similar participant headcount
Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.
- Tier1 Integrity, LLC 401(k) Plan (TX) 149 · 0 off
- Venus Construction Company 401(k) Plan (TX) 149 · 0 off
- H.E.P. Materials Corp. 401(k) Profit Sharing Plan (NY) 149 · 0 off
- Roundstone Management, Ltd. 401(k) Plan (OH) 149 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.