ESOP · DOL Form 5500 · 2022

Boston, Inc. ESOP

Data updated 2026-08-25

$43M
Total assets Below avg plan size
364
Participants Below avg headcount
87th
Percentile by assets National rank
$118,003
Avg per participant Below avg balance/head
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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.

  • #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.

#8,824
in Retail Trade (9,519 peers)
+102.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Boston, Inc. Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Boston, 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. Boston, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (364 participants).

EBSA filing schedule strip

Filing strip 391493231 · Boston, Inc. PY 2022 · ESOP

Boston, Inc. Employee Stock Ownership Plan · $43M · 364 · 87th

  • ASSETS $43M
  • PCT 364
  • EIN 87th
  • RANK ESOP
  • PHOTO near Integration Innovation, Inc. Employee Stock Ownership Plan
  • IND ind #8824

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 Wisconsin →

Boston, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Insurance Information Technologies, Inc. Employee Stock Ownership PlanInsurance Information Techno…$43MIntegration Innovation, Inc. Employee Stock Ownership PlanIntegration Innovation, Inc.…$43MBoston, Inc. Employee Stock Ownership PlanBoston, Inc. Employee Stock …$43MFlynn Burner Corporation Employee Stock Ownership Plan & TrustFlynn Burner Corporation Emp…$43MMarkey's Audio/Visual Employee Stock Ownership PlanMarkey's Audio/Visual Employ…$43M
End-of-year total assets ($M) among Boston, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Boston, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$68M 22.46182663785941% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $55.9M $68.4M ▲ +22.5%
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 ($B) Participants Boston, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.042952927 · Participants: 364Boston, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
Boston, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Boston, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Integration Innovation, Inc. Employee Stock Ownership Plan in AL ($43M); by covered participants it is Theracare of New York, Inc. Employee Stock Ownership Plan in NY (364 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (364 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 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).
Which ESOP plans cover a similar participant headcount to Boston, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Theracare of New York, Inc. Employee Stock Ownership Plan in NY (364 participants, $11K 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 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.