ESOP · DOL Form 5500 · 2022
Bolton and Company ESOP
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 78th
- Percentile by assets National rank
Official DOL plan name: Bolton and Company Employee Stock Ownership Plan · Sponsored by Bolton and Company · California · Finance & Insurance
$20M in assets, N/A participants
Bolton and Company's Bolton and Company Employee Stock Ownership Plan reported $20M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #5,965 in Finance & Insurance (9,261 peers)
Where Bolton and Company Employee Stock Ownership Plan sits by assets
Bolton and Company Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $20M for N/A participants, down 18.8% in 2022.
- #5,965
- in Finance & Insurance (9,261 peers)
- -18.8%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bolton and Company Employee Stock Ownership Plan's outsized position by total assets
Bolton and Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,485,151 Top 22% higher than 78% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
EBSA filing schedule strip
Filing strip 951047540 · Bolton and Company PY 2022 · ESOP
Bolton and Company Employee Stock Ownership Plan · $20M · N/A · 78th
- EOY $20M
- 5500 N/A
- ASSETS 78th
- PCT ESOP
- EIN near Backlund Investment Co. Employee Stock Ownership Plan and Trust
- RANK ind #5965
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 California →
Bolton and Company Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$5M |
| Employer EIN | 951047540 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bolton and Company)
Sponsor-wide plan assets over time
All Bolton and Company plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $20M |
| 2023 | 1 | N/A | $21M |
| 2024 | 1 | N/A | N/A |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Bolton and Company Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets
Outside California, the nearest ESOP by end-of-year assets is Backlund Investment Co. Employee Stock Ownership Plan and Trust in IL at $20M (this filing: $20M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.