ESOP · DOL Form 5500 · 2022

Boston, Inc. ESOP

Data updated 2026-08-11

$43M
Total assets
364
Participants
87th
Percentile by assets
$118,003
Avg per participant
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Official DOL plan name: Boston, Inc. Employee Stock Ownership Plan · Sponsored by Boston, Inc. · Wisconsin · Retail Trade

$43M in assets, 364 participants

Boston, Inc.'s Boston, Inc. Employee Stock Ownership Plan reported $43M in total assets and 364 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 139,126 plans)
  • #8,824 in Retail Trade (9,519 peers)

Where Boston, Inc. Employee Stock Ownership Plan sits by assets

Boston, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $43M for 364 participants (~$118,003/participant), up 102.3% in 2022.

$43M
total plan assets (2022 EOY)
364
covered participants
87th
percentile by assets (of 139,126 plans)
$118,003
avg assets per participant

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

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

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

$42,952,927 Top 13% higher than 87% 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
Wisconsin
Industry
Retail Trade

Boston, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Boston, Inc. Employee Stock Ownership Plan outranks 87% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$8M
Employer EIN391493231
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boston, Inc.)

$50M$55M$60M$65M$70M 202220232024 $55.9M $68.4M ▲ +22.5%
Total plan assets by year, all Boston, Inc. plans on file
Year Plans Participants Total Assets
2022 2 970 $56M
2023 2 980 $61M
2024 2 1,010 $68M

Nearby ESOP Plans in Wisconsin

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

Boston, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Boston, Inc. Employe…, Total assets ($B): 0.042952927 · Participants: 364Boston, Inc. Employe…Schreiber Foods, Inc…, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc…Woodman's Employees'…, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees'…Ki Employee Stock Ow…, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ow…Wausau Supply Compan…, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Compan…Trachte Building Sys…, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Sys…
Boston, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Boston, Inc. Employee Stock Ownership Pl… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

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

Frequently Asked Questions

How did Boston, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Boston, Inc. Employee Stock Ownership Plan surged - up 102.3% during 2022, from $21M to $43M. Reported net income was $8M.
How have Boston, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boston, Inc.'s sponsor-wide assets grew 22.5%, from $56M to $68M.
Where does Boston, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Boston, Inc. Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Boston, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Integration Innovation, Inc. Employee Stock Ownership Plan in AL ($43M, 632 participants).

Next read for Boston, Inc. Employee Stock Ownership Pl…

Scale reading

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

  • By total assets, Boston, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
  • Boston, Inc.'s sponsor-wide assets have grown 22.5% since 2022 across 3 plan years on file. More Retail Trade 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 391493231.

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.