Plan Ledger DOL Form 5500 · updated monthly

The Boler Company401(k)

THE MONEY ACCUMULATION PLAN OF THE BOLER COMPANY · SCHAUMBURG, IL · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

The Boler Company reported $78,058 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,122 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.04% to 0.02%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 208th-largest of 3,702 plans among Illinois employers on file, and the 744th of 13,661 in manufacturing. In 2024, employees put in $1.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$356,786,256
Participants with balances2,034
Active participants1,577
Employer contributions$9,654,268
Employee contributions$13,487,443
Employer contribution per active participant$6,122
Average account balance$175,411
Benefits paid to participants$19,927,345
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$356.8M · 2,034 accts · $9.7M emplr
2023$305.4M · 2,010 accts · $9.1M emplr
2022$252.2M · 1,905 accts · $8.3M emplr
The The Boler Company 401(k) match · 2024
Employer contribution per active participant$6,122
Median for plans this size$4,294
2024$6,122 per active participant
2023$5,783 per active participant
2022$5,645 per active participant

The Boler Company's 2024 employer contribution ran above the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$85,213

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024BENEFIT PLANS PLUS, LLC, John Hancock, Vanguard
2023Vanguard

This plan has changed recordkeepers within these filings. If you left The Boler Company before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$78,058 · 0.02%
2023$92,053 · 0.03%
2022$104,812 · 0.04%
All plans at this employer4
THE MONEY ACCUMULATION PLAN OF THE BOLER COMPANY401(k)
TAX-DEFERRED RETIREMENT INVESTMENT PLAN OF THE BOLER COMPANY401(k)
REYCO GRANNING 401(K) RETIREMENT PLAN401(k)
ANCHOR-HARVEY COMPONENTS, LLC THRIFT PLAN401(k)
Same employer
Similar plansManufacturing · Illinois
The Middleby Corporation IL$378.0M · 0.05%
Evergreen Packaging LLC IL$368.2M · 0.08%
Senior Operations LLC IL$358.7M · 0.07%
The Chamberlain Group LLC IL$348.5M · 0.13%
Sysmex America Inc IL$335.8M · 0.11%
Aptargroup, Inc. IL$326.0M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362928548 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.