ESOP · DOL Form 5500 · 2022
Duncan Bolt ESOP
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 60
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $371,750
- Avg per participant High balance/head
Official DOL plan name: Duncan Bolt Employee Stock Ownership Plan · Sponsored by Duncan Bolt · California · Wholesale Trade
$22M in assets, 60 participants
Duncan Bolt's Duncan Bolt Employee Stock Ownership Plan reported $22M in total assets and 60 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- #5,302 in Wholesale Trade (6,843 peers)
Where Duncan Bolt Employee Stock Ownership Plan sits by assets
Duncan Bolt Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $22M for 60 participants (~$371,750/participant), up 63.6% in 2022.
- #5,302
- in Wholesale Trade (6,843 peers)
- +63.6%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Duncan Bolt Employee Stock Ownership Plan's outsized position by total assets
Duncan Bolt Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$22,305,000 Top 21% higher than 79% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Duncan Bolt Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Duncan Bolt Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 330304515 · Duncan Bolt PY 2022 · ESOP
Duncan Bolt Employee Stock Ownership Plan · $22M · 60 · 79th
- PART $22M
- TYPE 60
- NET 79th
- BOOK ESOP
- VS-ST near Amg, Inc. Employee Stock Ownership Plan and Trust
- BOY ind #5302
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 What is an ESOP? → · Plans in California →
Duncan Bolt Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $9M |
| Employer EIN | 330304515 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Duncan Bolt)
Sponsor-wide plan assets over time
All Duncan Bolt plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 4.653665097511769% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 60 | $22M |
| 2023 | 1 | 58 | $32M |
| 2024 | 1 | 63 | $21M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Duncan Bolt Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Amg, Inc. Employee Stock Ownership Plan and Trust in VA ($22M); by covered participants it is First Union Financial Corporation Employee Stock Ownership Plan in AR (60 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.