ESOP
2022 plan-year ESOP DOL Form 5500

John Boos & Co. Money Purchase Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by John Boos & Company · Illinois · Manufacturing

What the 2023 filing shows

John Boos & Co. Money Purchase Pension Plan holds $1M for 233 participants — about $4,346 per participant, down 37.1% over the 2022 plan year.

$1M
total plan assets (2022 EOY)
233
covered participants
$4,346
avg assets per participant
-37.1%
assets change YoY

The plan reported a net loss of $590K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$1M
Participants
233
State
Industry
Manufacturing

What the Filing Says About John Boos & Co. Money Purchase Pension Plan

John Boos & Co. Money Purchase Pension Plan is a ESOP retirement plan sponsored by John Boos & Company, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 233 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 364060778, and the plan has been effective since 1978-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2022 to $1M at year-end — a decline of 37.1%. Net assets (after liabilities) closed the year at $1M, with reported net income of $-590,065 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$1M
Net Assets (End of Year)$1M
Net Income$-590,065
Plan TypeESOP
Employer EIN364060778
Plan Effective Date1978-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John Boos & Company)

Year Plans Participants Total Assets
2022 2 660 $23M
2023 1 472 $25M
2024 1 321 $21M

Nearby ESOP Plans in Illinois

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

Frequently Asked Questions

How much money is in the John Boos & Co. Money Purchase Pension Plan?
As of the 2022 Form 5500 filing, John Boos & Co. Money Purchase Pension Plan holds $1M in total assets with 233 participants. It is sponsored by John Boos & Company.
What type of plan is John Boos & Co. Money Purchase Pension Plan?
John Boos & Co. Money Purchase Pension Plan is a ESOP plan. It has been effective since 1978-10-01. The plan is filed with the U.S. Department of Labor under EIN 364060778.
Who sponsors the John Boos & Co. Money Purchase Pension Plan?
John Boos & Co. Money Purchase Pension Plan is sponsored by John Boos & Company, located in Illinois. The sponsor's EIN is 364060778 and the plan operates in the Manufacturing industry.
How did John Boos & Co. Money Purchase Pension Plan perform in 2022?
John Boos & Co. Money Purchase Pension Plan declined by 37.1% during 2022, moving from $2M to $1M in total assets. Net income was $-590,065.
Where can I find official filings for John Boos & Co. Money Purchase Pension Plan?
Official Form 5500 filings for John Boos & Co. Money Purchase Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 364060778 or plan name at efast.dol.gov.
How does John Boos & Co. Money Purchase Pension Plan compare to other plans?
You can compare John Boos & Co. Money Purchase Pension Plan against other ESOP plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 364060778.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.