ESOP · DOL Form 5500 · 2023

Bo/Gar Enterprises, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
37
Participants Small participant base
67th
Percentile by assets National rank
$394,631
Avg per participant High balance/head
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Official DOL plan name: Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Bo/Gar Enterprises, Inc. · Illinois · Manufacturing

$15M in assets, 37 participants

Bo/Gar Enterprises, Inc.'s Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan reported $15M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #10,292 in Manufacturing (18,722 peers)

2023 asset change

Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan grew sharply 18.2% in 2023 ($12M → $15M) for 37 participants.

#10,292
in Manufacturing (18,722 peers)
+18.2%
assets growth YoY

Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan's outsized position by total assets

Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,601,363 Top 33% higher than 67% of 127,068 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 2023

Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan reported net income rose from $942K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan reported participants rose from 35 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 371168679 · Bo/Gar Enterprises, Inc. PY 2023 · ESOP

Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan · $15M · 37 · 67th

  • PART $15M
  • TYPE 37
  • NET 67th
  • BOOK ESOP
  • VS-ST near Rh2 Engineering, Inc. Employee Stock Ownership Plan
  • BOY ind #10292

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 Illinois →

Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Harper International Corporation Employee Stock Ownership PlanHarper International Corpora…$15MBo/Gar Enterprises, Inc. Employee Stock Ownership PlanBo/Gar Enterprises, Inc. Emp…$15MRh2 Engineering, Inc. Employee Stock Ownership PlanRh2 Engineering, Inc. Employ…$15MPile Dynamics, Inc. Employee Stock Ownership PlanPile Dynamics, Inc. Employee…$15MCfm Distributors, Inc. Employee Stock Ownership Plan and TrustCfm Distributors, Inc. Emplo…$15M
End-of-year total assets ($M) among Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Bo/Gar Enterprises, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Bo/Gar Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 8.006366071967799% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.4M $13.3M ▲ +8.0%
Year Plans Participants Total Assets
2022 1 35 $12M
2023 1 37 $15M
2024 1 39 $13M

2023 asset-move particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN371168679
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.014601363 · Participants: 37Bo/Gar Enterprises, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Rh2 Engineering, Inc. Employee Stock Ownership Plan in WA ($15M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan grew sharply - up 18.2% during 2023, from $12M to $15M. Reported net income was $2M.
How have Bo/Gar Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bo/Gar Enterprises, Inc.'s sponsor-wide assets grew 8.0%, from $12M to $13M.
Which ESOP plans are similar in size to Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rh2 Engineering, Inc. Employee Stock Ownership Plan in WA ($15M, 127 participants).
Which ESOP plans cover a similar participant headcount to Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 371168679.

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.