ESOP · DOL Form 5500 · 2023

California Boiler, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
176
Participants Small participant base
48th
Percentile by assets National rank
$34,564
Avg per participant Low balance/head
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Official DOL plan name: California Boiler, Inc. Employee Stock Ownership Plan · Sponsored by California Boiler, Inc. · California · Other Services

$6M in assets, 176 participants

California Boiler, Inc.'s California Boiler, Inc. Employee Stock Ownership Plan reported $6M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,403 in Other Services (7,857 peers)

Coverage in California

California Boiler, Inc. Employee Stock Ownership Plan covers 176 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $6M.

#5,403
in Other Services (7,857 peers)
-0.6%
assets change YoY

California Boiler, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Other Services and all filers

California Boiler, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,083,198 48th percentile higher than 48% 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

California Boiler, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Boiler, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California Boiler, Inc. Employee Stock Ownership Plan reported net income rose from -$795K in the plan year 2022 filing to $535K in the plan year 2023 filing.
  • California Boiler, Inc. Employee Stock Ownership Plan reported participants rose from 157 in the plan year 2022 filing to 176 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330063456 · California Boiler, Inc. PY 2023 · ESOP

California Boiler, Inc. Employee Stock Ownership Plan · $6M · 176 · 48th

  • ASSETS $6M
  • PCT 176
  • EIN 48th
  • RANK ESOP
  • PHOTO near Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust
  • IND ind #5403

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 →

California Boiler, Inc. Employee Stock Ownership Plan in the asset neighbourhood

California Boiler, Inc. Employee Stock Ownership PlanCalifornia Boiler, Inc. Empl…$6MHealth Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and TrustHealth Dimensions Rehabilita…$6MHigman Equipment Company, Inc. Employee Stock Ownership Plan and Trust AgreementHigman Equipment Company, In…$6MHill Wood Products, Inc. Employee Stock Ownership PlanHill Wood Products, Inc. Emp…$6MRichard, Wayne & Roberts, Inc. Employee Stock Ownership PlanRichard, Wayne & Roberts, In…$6M
End-of-year total assets ($M) among California Boiler, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income$535K
Employer EIN330063456
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Boiler, Inc.)

Sponsor-wide plan assets over time

All California Boiler, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 48.32922268972947% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $11.7M $6.06M ▼ -48.3%
Year Plans Participants Total Assets
2022 2 283 $12M
2023 1 176 $6M
2024 1 159 $6M

Nearby ESOP Plans in California

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

California Boiler, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants California Boiler, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.006083198 · Participants: 176California Boiler, 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
California Boiler, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare California Boiler, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

California Boiler, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust in MN ($6M); by covered participants it is Bepc, Incorporated Employee Stock Ownership Plan in TX (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 California Boiler, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
California Boiler, Inc. Employee Stock Ownership Plan held essentially flat - down 0.6% during 2023, from $6M to $6M. Reported net income was $535K.
How have California Boiler, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Boiler, Inc.'s sponsor-wide assets declined 48.3%, from $12M to $6M.
Which ESOP plans are similar in size to California Boiler, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust in MN ($6M, 41 participants).
Which ESOP plans cover a similar participant headcount to California Boiler, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bepc, Incorporated Employee Stock Ownership Plan in TX (176 participants, $6M 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 330063456.

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.