ESOP · DOL Form 5500 · 2023

Frank M. Booth, Inc. ESOP

Data updated 2026-08-25

$54M
Total assets Below avg plan size
84
Participants Small participant base
86th
Percentile by assets National rank
$639,529
Avg per participant High balance/head
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Official DOL plan name: Frank M. Booth, Inc. Employee Stock Ownership Plan · Sponsored by Frank M. Booth, Inc. · California · Construction

$54M in assets, 84 participants

Frank M. Booth, Inc.'s Frank M. Booth, Inc. Employee Stock Ownership Plan reported $54M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,593 in Construction (9,030 peers)

Where Frank M. Booth, Inc. Employee Stock Ownership Plan sits by assets

Frank M. Booth, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $54M for 84 participants (~$639,529/participant), up 19.1% in 2023.

#7,593
in Construction (9,030 peers)
+19.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Frank M. Booth, Inc. Employee Stock Ownership Plan's outsized position by total assets

Frank M. Booth, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$53,720,400 Top 14% higher than 86% 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

Frank M. Booth, 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. Frank M. Booth, Inc. Employee Stock Ownership Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Frank M. Booth, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Frank M. Booth, Inc. Employee Stock Ownership Plan end-of-year assets rose from $45M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Frank M. Booth, Inc. Employee Stock Ownership Plan reported participants rose from 80 in the plan year 2022 filing to 84 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941257060 · Frank M. Booth, Inc. PY 2023 · ESOP

Frank M. Booth, Inc. Employee Stock Ownership Plan · $54M · 84 · 86th

  • PART $54M
  • PART 84
  • PART 86th
  • PART ESOP
  • PART near Aviation Systems Engineering Company Inc. Employee Stock Ownership Plan
  • PART ind #7593

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 →

Frank M. Booth, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Aviation Systems Engineering Company Inc. Employee Stock Ownership PlanAviation Systems Engineering…$54MFrank M. Booth, Inc. Employee Stock Ownership PlanFrank M. Booth, Inc. Employe…$54MScallon Controls, Inc. Employee Stock Ownership PlanScallon Controls, Inc. Emplo…$54MHarborone Bank Employee Stock Ownership PlanHarborone Bank Employee Stoc…$54MOwl's Head Alloys Employee Stock Ownership PlanOwl's Head Alloys Employee S…$54M
End-of-year total assets ($M) among Frank M. Booth, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$54M
Net Income$9M
Employer EIN941257060
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Frank M. Booth, Inc.)

Sponsor-wide plan assets over time

All Frank M. Booth, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$82M 37.50932932188073% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $59.6M $82M ▲ +37.5%
Year Plans Participants Total Assets
2022 2 161 $60M
2023 2 168 $69M
2024 2 164 $82M

Nearby ESOP Plans in California

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

Frank M. Booth, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Frank M. Booth, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0537204 · Participants: 84Frank M. Booth, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Frank M. Booth, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Frank M. Booth, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Aviation Systems Engineering Company Inc. Employee Stock Ownership Plan in MD ($54M); by covered participants it is Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan in WI (84 participants). Same-state nearby plans are listed separately above.

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 Frank M. Booth, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Frank M. Booth, Inc. Employee Stock Ownership Plan grew sharply - up 19.1% during 2023, from $45M to $54M. Reported net income was $9M.
How have Frank M. Booth, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Frank M. Booth, Inc.'s sponsor-wide assets grew 37.5%, from $60M to $82M.
Where does Frank M. Booth, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Frank M. Booth, Inc. Employee Stock Ownership Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Frank M. Booth, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aviation Systems Engineering Company Inc. Employee Stock Ownership Plan in MD ($54M, 384 participants).
Which ESOP plans cover a similar participant headcount to Frank M. Booth, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan in WI (84 participants, $11M 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 941257060.

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.