ESOP · DOL Form 5500 · 2022

Bozzuto's, Inc. ESOP

Data updated 2026-08-25

$44M
Total assets Below avg plan size
1,209
Participants Near avg headcount
87th
Percentile by assets National rank
$36,785
Avg per participant Low balance/head
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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.

  • #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.

#8,841
in Retail Trade (9,519 peers)
+4.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan's outsized position by total assets

Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan vs every filed plan by assets

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

$44,472,979 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

Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan lands in the large band (1,209 participants).

Published 5500 schedule card

Filing strip 060606469 · Bozzuto's, Inc. PY 2022 · ESOP

Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan · $44M · 1,209 · 87th

  • 5500 $44M
  • ASSETS 1,209
  • PCT 87th
  • EIN ESOP
  • RANK near Darvin Holding Company Employee Stock Ownership Plan
  • PHOTO ind #8841

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 Connecticut →

Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan in the asset neighbourhood

Infoverity, Inc. Employee Stock Ownership PlanInfoverity, Inc. Employee St…$45MThe Brewer Company Employee Stock Ownership PlanThe Brewer Company Employee …$45MSchaedler Yesco Distribution Inc. Employee Stock Ownership PlanSchaedler Yesco Distribution…$45MDarvin Holding Company Employee Stock Ownership PlanDarvin Holding Company Emplo…$45MBozzuto's Inc. Employees Profit Sharing and Stock Ownership PlanBozzuto's Inc. Employees Pro…$44M
End-of-year total assets ($M) among Bozzuto's Inc. Employees Profit Sharing and 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)$42M
Net Assets (End of Year)$43M
Net Income$800K
Employer EIN060606469
Plan Effective Date1975-09-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Bozzuto's, Inc.)

Sponsor-wide plan assets over time

All Bozzuto's, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$95M 15.916329549811522% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $113M $95.1M ▼ -15.9%
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 Scatter plot of 6 data points. 050010001500 0100200300400 Total assets ($M) Participants Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan, Total assets ($M): 44.472979 · Participants: 1209Bozzuto's Inc. Employees Profit Sharing and Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 367.564048 · Participants: 212Mott Corporation Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.429241 · Participants: 410Sonalysts, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 94.746005 · Participants: 305Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 88.269386 · Participants: 502Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 50.402373 · Participants: 89Twin Mro Employee Stock Ownership Plan
Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan side-by-side with 3 peers →

Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Connecticut, the nearest ESOP by assets is Darvin Holding Company Employee Stock Ownership Plan in IL ($45M); by covered participants it is Reliance Steel & Aluminum Co. Employee Stock Ownership Plan in AZ (1,211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,209 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 Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan assets move in 2022? ▼
Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan edged up modestly - up 4.8% during 2022, from $42M to $44M. Reported net income was $800K.
How have Bozzuto's, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bozzuto's, Inc.'s sponsor-wide assets declined 15.9%, from $113M to $95M.
Where does Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bozzuto's Inc. Employees Profit Sharing and 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 Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Darvin Holding Company Employee Stock Ownership Plan in IL ($45M, 219 participants).
Which ESOP plans cover a similar participant headcount to Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Reliance Steel & Aluminum Co. Employee Stock Ownership Plan in AZ (1,211 participants, $74M 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 060606469.

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.