ESOP · DOL Form 5500 · 2022

Kaestle Boos Associates, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
67
Participants Small participant base
59th
Percentile by assets National rank
$114,704
Avg per participant Below avg balance/head
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Official DOL plan name: Kaestle Boos Associates, Inc. Employee Stock Ownership Plan · Sponsored by Kaestle Boos Associates, Inc. · Connecticut · Professional & Technical Services

$8M in assets, 67 participants

Kaestle Boos Associates, Inc.'s Kaestle Boos Associates, Inc. Employee Stock Ownership Plan reported $8M in total assets and 67 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #12,424 in Professional & Technical Services (21,562 peers)

Kaestle Boos Associates, Inc. multi-year trail

Kaestle Boos Associates, Inc.'s plans moved +202.1% in assets from 2022 to 2024; this filing shows Kaestle Boos Associates, Inc. Employee Stock Ownership Plan at $8M / 67 participants.

#12,424
in Professional & Technical Services (21,562 peers)
+103.3%
assets growth YoY

Kaestle Boos Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kaestle Boos Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,685,150 Top 41% higher than 59% 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

Kaestle Boos Associates, 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. Kaestle Boos Associates, Inc. Employee Stock Ownership Plan is a small filing (67 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 060866741 · Kaestle Boos Associates, Inc. PY 2022 · ESOP

Kaestle Boos Associates, Inc. Employee Stock Ownership Plan · $8M · 67 · 59th

  • ASSETS $8M
  • ASSETS 67
  • ASSETS 59th
  • ASSETS ESOP
  • ASSETS near Walmarc Partners Corporation Employee Stock Ownership Plan
  • ASSETS ind #12424

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 Connecticut →

Kaestle Boos Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Kaestle Boos Associates, Inc. Employee Stock Ownership PlanKaestle Boos Associates, Inc…$8MWalmarc Partners Corporation Employee Stock Ownership PlanWalmarc Partners Corporation…$8MOpportunity Bank of Montana Employee Stock Ownership PlanOpportunity Bank of Montana …$8MTvr Inc. Employee Stock Ownership Plan and TrustTvr Inc. Employee Stock Owne…$8MA M King Construction Company ESOPA M King Construction Compan…$8M
End-of-year total assets ($M) among Kaestle Boos Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Kaestle Boos Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kaestle Boos Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 202.14447343252897% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $7.69M $23.2M ▲ +202.0%
Year Plans Participants Total Assets
2022 1 67 $8M
2023 1 64 $12M
2024 1 69 $23M

Kaestle Boos Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$10M
Net Income$4M
Employer EIN060866741
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Connecticut

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

Kaestle Boos Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0100200300400500600 -1000100200300400 Total assets ($M) Participants Kaestle Boos Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 7.68515 · Participants: 67Kaestle Boos Associates, Inc. Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 367.564048 · Participants: 212Mott Corporation Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.429241 · Participants: 410Sonalysts, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 94.746005 · Participants: 305Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 88.269386 · Participants: 502Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 50.402373 · Participants: 89Twin Mro Employee Stock Ownership Plan
Kaestle Boos Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Kaestle Boos Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Kaestle Boos Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Connecticut, the nearest ESOP by assets is Walmarc Partners Corporation Employee Stock Ownership Plan in MN ($8M); by covered participants it is American Bank Employee Stock Ownership Plan in PA (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Kaestle Boos Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Kaestle Boos Associates, Inc. Employee Stock Ownership Plan surged - up 103.3% during 2022, from $4M to $8M. Reported net income was $4M.
How have Kaestle Boos Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaestle Boos Associates, Inc.'s sponsor-wide assets grew 202.1%, from $8M to $23M.
Which ESOP plans are similar in size to Kaestle Boos Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Walmarc Partners Corporation Employee Stock Ownership Plan in MN ($8M, 64 participants).
Which ESOP plans cover a similar participant headcount to Kaestle Boos Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is American Bank Employee Stock Ownership Plan in PA (67 participants, $790K 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 060866741.

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.