Bolger, LLC
Plan context: Bolger LLC Retirement Savings Plan and Trust
EIN 26-2884864 • North Andover, MA • 39 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
159
2025 Assets
$27,925,584
2025 Contributions
$674,987
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 159 | $0 | $0 | - |
| Bolger LLC Wrap Plan | - | 159 | - | - | - |
| 2024 | 1 | 186 | $0 | $0 | - |
| Bolger LLC Wrap Plan | - | 186 | - | - | - |
| 2023 | 2 | 195 | $27,925,584 | $674,987 | $3,461iApproximate average salary by contribution assumption: employee only about $86,537 at 4% or $57,691 at 6%; with 50% employer match about $57,691 at 4% or $38,461 at 6%; with 100% employer match about $43,268 at 4% or $28,846 at 6%. |
| Bolger LLC Retirement Savings Plan and Trust | - | 149 | $27,925,584 | $674,987 | $4,530iApproximate average salary by contribution assumption: employee only about $113,253 at 4% or $75,502 at 6%; with 50% employer match about $75,502 at 4% or $50,335 at 6%; with 100% employer match about $56,626 at 4% or $37,751 at 6%. |
| Bolger LLC Wrap Plan | - | 195 | - | - | - |
| 2022 | 2 | 159 | $22,375,084 | $672,999 | $4,233iApproximate average salary by contribution assumption: employee only about $105,817 at 4% or $70,545 at 6%; with 50% employer match about $70,545 at 4% or $47,030 at 6%; with 100% employer match about $52,909 at 4% or $35,272 at 6%. |
| Bolger LLC Retirement Savings Plan and Trust | - | 159 | $22,375,084 | $672,999 | $4,233iApproximate average salary by contribution assumption: employee only about $105,817 at 4% or $70,545 at 6%; with 50% employer match about $70,545 at 4% or $47,030 at 6%; with 100% employer match about $52,909 at 4% or $35,272 at 6%. |
| Bolger LLC Wrap Plan | - | 157 | - | - | - |
| 2021 | 2 | 167 | $21,138,449 | $743,307 | $4,451iApproximate average salary by contribution assumption: employee only about $111,274 at 4% or $74,182 at 6%; with 50% employer match about $74,182 at 4% or $49,455 at 6%; with 100% employer match about $55,637 at 4% or $37,091 at 6%. |
| Bolger LLC Retirement Savings Plan and Trust | - | 152 | $21,138,449 | $743,307 | $4,890iApproximate average salary by contribution assumption: employee only about $122,254 at 4% or $81,503 at 6%; with 50% employer match about $81,503 at 4% or $54,335 at 6%; with 100% employer match about $61,127 at 4% or $40,751 at 6%. |
| Bolger LLC Wrap Plan | - | 167 | - | - | - |
| 2020 | 2 | 164 | $25,689,507 | $759,686 | $4,632iApproximate average salary by contribution assumption: employee only about $115,806 at 4% or $77,204 at 6%; with 50% employer match about $77,204 at 4% or $51,469 at 6%; with 100% employer match about $57,903 at 4% or $38,602 at 6%. |
| Bolger LLC Retirement Savings Plan and Trust | - | 155 | $25,689,507 | $759,686 | $4,901iApproximate average salary by contribution assumption: employee only about $122,530 at 4% or $81,687 at 6%; with 50% employer match about $81,687 at 4% or $54,458 at 6%; with 100% employer match about $61,265 at 4% or $40,843 at 6%. |
| Bolger LLC Wrap Plan | - | 164 | - | - | - |
| 2019 | 2 | 176 | $23,234,018 | $683,683 | $3,885iApproximate average salary by contribution assumption: employee only about $97,114 at 4% or $64,743 at 6%; with 50% employer match about $64,743 at 4% or $43,162 at 6%; with 100% employer match about $48,557 at 4% or $32,371 at 6%. |
| Bolger LLC Retirement Savings Plan and Trust | - | 165 | $23,234,018 | $683,683 | $4,144iApproximate average salary by contribution assumption: employee only about $103,588 at 4% or $69,059 at 6%; with 50% employer match about $69,059 at 4% or $46,039 at 6%; with 100% employer match about $51,794 at 4% or $34,529 at 6%. |
| Bolger LLC Wrap Plan | - | 176 | - | - | - |
| 2018 | 2 | 165 | $24,209,266 | $743,299 | $4,505iApproximate average salary by contribution assumption: employee only about $112,621 at 4% or $75,081 at 6%; with 50% employer match about $75,081 at 4% or $50,054 at 6%; with 100% employer match about $56,311 at 4% or $37,540 at 6%. |
| Bolger LLC Retirement Savings Plan and Trust | - | 165 | $24,209,266 | $743,299 | $4,505iApproximate average salary by contribution assumption: employee only about $112,621 at 4% or $75,081 at 6%; with 50% employer match about $75,081 at 4% or $50,054 at 6%; with 100% employer match about $56,311 at 4% or $37,540 at 6%. |
| Bolger LLC Wrap Plan | - | 165 | - | - | - |
| 2017 | 3 | 166 | $23,967,983 | $788,541 | $4,750iApproximate average salary by contribution assumption: employee only about $118,756 at 4% or $79,171 at 6%; with 50% employer match about $79,171 at 4% or $52,781 at 6%; with 100% employer match about $59,378 at 4% or $39,585 at 6%. |
| Bolger LLC Retirement Savings Plan and Trust | - | 166 | $23,967,983 | $788,541 | $4,750iApproximate average salary by contribution assumption: employee only about $118,756 at 4% or $79,171 at 6%; with 50% employer match about $79,171 at 4% or $52,781 at 6%; with 100% employer match about $59,378 at 4% or $39,585 at 6%. |
| Bolger LLC Health and Welfare Plan | - | 0 | - | - | - |
| Bolger LLC Dental Plan | - | 0 | - | - | - |
| 2016 | 2 | 188 | $22,560,815 | $783,299 | $4,166iApproximate average salary by contribution assumption: employee only about $104,162 at 4% or $69,441 at 6%; with 50% employer match about $69,441 at 4% or $46,294 at 6%; with 100% employer match about $52,081 at 4% or $34,721 at 6%. |
| Bolger LLC Retirement Savings Plan and Trust | - | 178 | $22,560,815 | $783,299 | $4,401iApproximate average salary by contribution assumption: employee only about $110,014 at 4% or $73,343 at 6%; with 50% employer match about $73,343 at 4% or $48,895 at 6%; with 100% employer match about $55,007 at 4% or $36,671 at 6%. |
| Bolger LLC Health and Welfare Plan | - | 188 | - | - | - |
| 2015 | 3 | 185 | $19,435,340 | $2,051,015 | $11,087iApproximate average salary by contribution assumption: employee only about $277,164 at 4% or $184,776 at 6%; with 50% employer match about $184,776 at 4% or $123,184 at 6%; with 100% employer match about $138,582 at 4% or $92,388 at 6%. |
| Bolger LLC Retirement Savings Plan and Trust | - | 185 | $19,435,340 | $2,051,015 | $11,087iApproximate average salary by contribution assumption: employee only about $277,164 at 4% or $184,776 at 6%; with 50% employer match about $184,776 at 4% or $123,184 at 6%; with 100% employer match about $138,582 at 4% or $92,388 at 6%. |
| Bolger LLC Dental Plan | - | 127 | - | - | - |
| Bolger LLC Health and Welfare Plan | - | 155 | - | - | - |
| 2014 | 3 | 154 | $15,926,233 | $637,830 | $4,142iApproximate average salary by contribution assumption: employee only about $103,544 at 4% or $69,029 at 6%; with 50% employer match about $69,029 at 4% or $46,019 at 6%; with 100% employer match about $51,772 at 4% or $34,515 at 6%. |
| Bolger LLC Retirement Savings Plan and Trust | - | 149 | $15,926,233 | $637,830 | $4,281iApproximate average salary by contribution assumption: employee only about $107,018 at 4% or $71,346 at 6%; with 50% employer match about $71,346 at 4% or $47,564 at 6%; with 100% employer match about $53,509 at 4% or $35,673 at 6%. |
| Bolger LLC Health and Welfare Plan | - | 154 | - | - | - |
| Bolger LLC Dental Plan | - | 122 | - | - | - |
| 2013 | 3 | 164 | $16,057,522 | $643,134 | $3,922iApproximate average salary by contribution assumption: employee only about $98,039 at 4% or $65,359 at 6%; with 50% employer match about $65,359 at 4% or $43,573 at 6%; with 100% employer match about $49,019 at 4% or $32,680 at 6%. |
| Bolger LLC Retirement Savings Plan and Trust | - | 155 | $16,057,522 | $643,134 | $4,149iApproximate average salary by contribution assumption: employee only about $103,731 at 4% or $69,154 at 6%; with 50% employer match about $69,154 at 4% or $46,103 at 6%; with 100% employer match about $51,866 at 4% or $34,577 at 6%. |
| Bolger LLC Dental Plan | - | 135 | - | - | - |
| Bolger LLC Health and Welfare Plan | - | 164 | - | - | - |
| 2012 | 3 | 176 | $15,201,292 | $632,664 | $3,595iApproximate average salary by contribution assumption: employee only about $89,867 at 4% or $59,911 at 6%; with 50% employer match about $59,911 at 4% or $39,941 at 6%; with 100% employer match about $44,934 at 4% or $29,956 at 6%. |
| Bolger LLC Retirement Savings Plan and Trust | - | 176 | $15,201,292 | $632,664 | $3,595iApproximate average salary by contribution assumption: employee only about $89,867 at 4% or $59,911 at 6%; with 50% employer match about $59,911 at 4% or $39,941 at 6%; with 100% employer match about $44,934 at 4% or $29,956 at 6%. |
| Bolger LLC Health and Welfare Plan | - | 175 | - | - | - |
| Bolger LLC Dental Plan | - | 143 | - | - | - |
| 2011 | 1 | 167 | $14,230,124 | $632,200 | $3,786iApproximate average salary by contribution assumption: employee only about $94,641 at 4% or $63,094 at 6%; with 50% employer match about $63,094 at 4% or $42,063 at 6%; with 100% employer match about $47,320 at 4% or $31,547 at 6%. |
| Bolger LLC Retirement Savings Plan and Trust | - | 167 | $14,230,124 | $632,200 | $3,786iApproximate average salary by contribution assumption: employee only about $94,641 at 4% or $63,094 at 6%; with 50% employer match about $63,094 at 4% or $42,063 at 6%; with 100% employer match about $47,320 at 4% or $31,547 at 6%. |
| 2010 | 3 | 206 | $12,371,809 | $721,232 | $3,501iApproximate average salary by contribution assumption: employee only about $87,528 at 4% or $58,352 at 6%; with 50% employer match about $58,352 at 4% or $38,901 at 6%; with 100% employer match about $43,764 at 4% or $29,176 at 6%. |
| Bolger LLC Retirement Savings Plan and Trust | - | 182 | $12,371,809 | $721,232 | $3,963iApproximate average salary by contribution assumption: employee only about $99,070 at 4% or $66,047 at 6%; with 50% employer match about $66,047 at 4% or $44,031 at 6%; with 100% employer match about $49,535 at 4% or $33,023 at 6%. |
| Bolger LLC Health and Welfare Plan | - | 206 | - | - | - |
| Bolger LLC Dental Plan | - | 161 | - | - | - |
| 2009 | 4 | 241 | $26,699,730 | $3,759,363 | $15,599iApproximate average salary by contribution assumption: employee only about $389,975 at 4% or $259,984 at 6%; with 50% employer match about $259,984 at 4% or $173,322 at 6%; with 100% employer match about $194,988 at 4% or $129,992 at 6%. |
| Bolger LLC Retirement Savings Plan and Trust | - | 198 | $14,002,863 | $639,653 | $3,231iApproximate average salary by contribution assumption: employee only about $80,764 at 4% or $53,843 at 6%; with 50% employer match about $53,843 at 4% or $35,895 at 6%; with 100% employer match about $40,382 at 4% or $26,921 at 6%. |
| Bolger LLC Retirement Savings Plan and Trust | - | 241 | $12,696,867 | $3,119,710 | $12,945iApproximate average salary by contribution assumption: employee only about $323,621 at 4% or $215,748 at 6%; with 50% employer match about $215,748 at 4% or $143,832 at 6%; with 100% employer match about $161,811 at 4% or $107,874 at 6%. |
| Bolger LLC Health and Welfare Plan | - | 214 | - | - | - |
| Bolger LLC Dental Plan | - | 179 | - | - | - |