ESOP · DOL Form 5500 · 2022

Bo/Gar Enterprises, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
35
Participants Small participant base
69th
Percentile by assets National rank
$352,925
Avg per participant High balance/head
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Official DOL plan name: Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Bo/Gar Enterprises, Inc. · Illinois · Manufacturing

$12M in assets, 35 participants

Bo/Gar Enterprises, Inc.'s Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan reported $12M in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #11,831 in Manufacturing (20,602 peers)

What the 2022 filing shows

Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan holds $12M for 35 participants - about $352,925 per participant, above the median plan by assets.

#11,831
in Manufacturing (20,602 peers)
+6.2%
assets growth YoY

Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan's outsized position by total assets

Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,352,358 Top 31% higher than 69% 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

Bo/Gar Enterprises, Inc. 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. Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.

DOL schedule card

Filing strip 371168679 · Bo/Gar Enterprises, Inc. PY 2022 · ESOP

Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan · $12M · 35 · 69th

  • TYPE $12M
  • NET 35
  • BOOK 69th
  • VS-ST ESOP
  • BOY near Summit Helicopters, Inc. Employee Stock Ownership Plan and Trust
  • SCH ind #11831

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 Illinois →

Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Kai Hawaii, Inc. Employee Stock Ownership PlanKai Hawaii, Inc. Employee St…$12MHorner & Shifrin, Inc. Employee Stock Ownership PlanHorner & Shifrin, Inc. Emplo…$12MSummit Helicopters, Inc. Employee Stock Ownership Plan and TrustSummit Helicopters, Inc. Emp…$12MBo/Gar Enterprises, Inc. Employee Stock Ownership PlanBo/Gar Enterprises, Inc. Emp…$12MQuality Staffing Employee Stock Ownership PlanQuality Staffing Employee St…$12M
End-of-year total assets ($M) among Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$8M
Net Income$942K
Employer EIN371168679
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bo/Gar Enterprises, Inc.)

Sponsor-wide plan assets over time

All Bo/Gar Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 8.006366071967799% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.4M $13.3M ▲ +8.0%
Year Plans Participants Total Assets
2022 1 35 $12M
2023 1 37 $15M
2024 1 39 $13M

Nearby ESOP Plans in Illinois

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

Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.012352358 · Participants: 35Bo/Gar Enterprises, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Summit Helicopters, Inc. Employee Stock Ownership Plan and Trust in VA ($12M); by covered participants it is Valley City Sign Company Employee Stock Ownership Plan in MI (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan grew at a solid clip - up 6.2% during 2022, from $12M to $12M. Reported net income was $942K.
How have Bo/Gar Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bo/Gar Enterprises, Inc.'s sponsor-wide assets grew 8.0%, from $12M to $13M.
Which ESOP plans are similar in size to Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Summit Helicopters, Inc. Employee Stock Ownership Plan and Trust in VA ($12M, 56 participants).
Which ESOP plans cover a similar participant headcount to Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valley City Sign Company Employee Stock Ownership Plan in MI (35 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 371168679.

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.