ESOP · DOL Form 5500 · 2022
Bozzuto's, Inc. ESOP
Data updated 2026-08-11
- $44M
- Total assets
- 1,209
- Participants
- 87th
- Percentile by assets
- $36,785
- Avg per participant
Official DOL plan name: Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan · Sponsored by Bozzuto's, Inc. · Connecticut · Retail Trade
$44M in assets, 1,209 participants
Bozzuto's, Inc.'s Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan reported $44M in total assets and 1,209 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)
- #8,841 in Retail Trade (9,519 peers)
Where Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan sits by assets
Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan sits in the top quartile of all filed plans by assets, $44M for 1,209 participants (~$36,785/participant), up 4.8% in 2022.
- $44M
- total plan assets (2022 EOY)
- 1,209
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $36,785
- avg assets per participant
Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan vs the 2022 asset distribution
By assets, Bozzuto's Inc. Employees Profit Sharing and 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) | $42M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $800K |
| Employer EIN | 060606469 |
| Plan Effective Date | 1975-09-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bozzuto's, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,600 | $113M |
| 2023 | 2 | 2,793 | $134M |
| 2024 | 1 | 1,474 | $95M |
Nearby ESOP Plans in Connecticut
Peer ESOP plans, same state, same plan type, ranked by total assets.
Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
- Mott Corporation Employee Stock Ownership Plan $368M · 212
- Sonalysts, Inc. Employee Stock Ownership Plan $118M · 410
- Bl Companies, Inc. Employee Stock Ownership Plan $95M · 305
- Eurpac Service, Inc. Employee Stock Ownership Plan $88M · 502
- Twin Mro Employee Stock Ownership Plan $50M · 89
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Bozzuto's Inc. Employees Profit Sharing …
Scale reading
Ways to act on Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan's numbers.
- By total assets, Bozzuto's Inc. Employees Profit Sharing and 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 Connecticut. Compare plans
- Bozzuto's, Inc.'s sponsor-wide assets have declined 15.9% since 2022 across 3 plan years on file. More Retail Trade plans