ESOP · DOL Form 5500 · 2022

California Boiler, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
157
Participants Small participant base
55th
Percentile by assets National rank
$38,989
Avg per participant Low balance/head
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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.

  • #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.

#6,096
in Other Services (8,398 peers)
-9.8%
assets change YoY

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.

California Boiler, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Other Services and all filers

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 $2,050,000,000 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

California Boiler, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Boiler, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (157 participants).

DOL schedule card

Filing strip 330063456 · California Boiler, Inc. PY 2022 · ESOP

California Boiler, Inc. Employee Stock Ownership Plan · $6M · 157 · 55th

  • EOY $6M
  • 5500 157
  • ASSETS 55th
  • PCT ESOP
  • EIN near Royal Brass & Hose Employee Stock Ownership Plan
  • RANK ind #6096

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 →

California Boiler, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Royal Brass & Hose Employee Stock Ownership PlanRoyal Brass & Hose Employee …$6MMidwest Metalcraft & Equipment Employee Stock Ownership PlanMidwest Metalcraft & Equipme…$6MCalifornia Boiler, Inc. Employee Stock Ownership PlanCalifornia Boiler, Inc. Empl…$6MInternational Hydraulics, Inc. Employee Stock Ownership PlanInternational Hydraulics, In…$6MBalke Brown Transwestern, Inc. Employee Stock Ownership PlanBalke Brown Transwestern, In…$6M
End-of-year total assets ($M) among California Boiler, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All California Boiler, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 48.32922268972947% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $11.7M $6.06M ▼ -48.3%
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 ($B) Participants California Boiler, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.006121241 · Participants: 157California Boiler, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
California Boiler, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare California Boiler, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

California Boiler, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Royal Brass & Hose Employee Stock Ownership Plan in TN ($6M); by covered participants it is Moscow Bancshares, Inc. Employee Stock Ownership Plan in TN (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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.

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).
Which ESOP plans cover a similar participant headcount to California Boiler, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Moscow Bancshares, Inc. Employee Stock Ownership Plan in TN (157 participants, $5M in assets).

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.