ESOP · DOL Form 5500 · 2022

California Boiler, Inc. ESOP

Data updated 2026-08-11

$6M
Total assets
157
Participants
55th
Percentile by assets
$38,989
Avg per participant
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Official DOL plan name: California Boiler, Inc. Employee Stock Ownership Plan · Sponsored by California Boiler, Inc. · California · Other Services

$6M in assets, 157 participants

California Boiler, Inc.'s California Boiler, Inc. Employee Stock Ownership Plan reported $6M in total assets and 157 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • 55th percentile by assets (of 139,126 plans)
  • #6,096 in Other Services (8,398 peers)

Coverage in California

California Boiler, Inc. Employee Stock Ownership Plan covers 157 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $6M.

$6M
total plan assets (2022 EOY)
157
covered participants
55th
percentile by assets (of 139,126 plans)
$38,989
avg assets per participant

The plan reported a net loss of $795K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where California Boiler, Inc. Employee Stock Ownership Plan sits by total assets

California Boiler, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,121,241 Top 45% higher than 55% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State
California
Industry
Other Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. California Boiler, Inc. Employee Stock Ownership Plan reports 157 participants - about 25% of that state average ($6M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$4M
Net Income-$795K
Employer EIN330063456
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Boiler, Inc.)

$4M$6M$8M$10M$12M$14M 202220232024 $11.7M $6.06M ▼ -48.3%
Total plan assets by year, all California Boiler, Inc. plans on file
Year Plans Participants Total Assets
2022 2 283 $12M
2023 1 176 $6M
2024 1 159 $6M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

California Boiler, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants California Boiler, I…, Total assets ($B): 0.006121241 · Participants: 157California Boiler, I…Parsons Employee Sto…, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, I…Recology Employee St…, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee St…Agron, Inc. Employee…, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee…
California Boiler, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare California Boiler, Inc. Employee Stock O… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to California Boiler, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did California Boiler, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
California Boiler, Inc. Employee Stock Ownership Plan pulled back noticeably - down 9.8% during 2022, from $7M to $6M. Reported net income was -$795K.
How have California Boiler, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Boiler, Inc.'s sponsor-wide assets declined 48.3%, from $12M to $6M.
Which ESOP plans are similar in size to California Boiler, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Royal Brass & Hose Employee Stock Ownership Plan in TN ($6M, 152 participants).

Next read for California Boiler, Inc. Employee Stock O…

Filing takeaways

Ways to act on California Boiler, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, California Boiler, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • California Boiler, Inc.'s sponsor-wide assets have declined 48.3% since 2022 across 3 plan years on file. More Other Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330063456.

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.