ESOP · DOL Form 5500 · 2023
Bolton and Company ESOP
Data updated 2026-08-11
- $21M
- Total assets
- N/A
- Participants
- 73rd
- Percentile by assets
Official DOL plan name: Bolton and Company Employee Stock Ownership Plan · Sponsored by Bolton and Company · California · Finance & Insurance
$21M in assets, N/A participants
Bolton and Company's Bolton and Company Employee Stock Ownership Plan reported $21M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 127,072 plans)
- #5,332 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
Bolton and Company Employee Stock Ownership Plan holds $21M for N/A participants, above the median plan by assets.
- $21M
- total plan assets (2023 EOY)
- N/A
- covered participants
- 73rd
- percentile by assets (of 127,072 plans)
- +1.7%
- assets growth YoY
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bolton and Company Employee Stock Ownership Plan reported net income rose from -$5M in the plan year 2022 filing to $347K in the plan year 2023 filing.
- Bolton and Company Employee Stock Ownership Plan end-of-year assets rose from $20M in the plan year 2022 filing to $21M in the plan year 2023 filing.
ESOP filing for Bolton and Company Employee Stock Ownership Plan
ESOP filing for plan year 2023: EIN 951047540 ; effective since 1985-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $347K |
| Employer EIN | 951047540 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bolton and Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $20M |
| 2023 | 1 | N/A | $21M |
| 2024 | 1 | N/A | N/A |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Bolton and Company Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Bolton and Company Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Bolton and Company Employee Stock Ownership Plan assets move in 2023? ▼
Which ESOP plans are similar in size to Bolton and Company Employee Stock Ownership Plan? ▼
Next read for Bolton and Company Employee Stock Owners…
Filing takeaways
Ways to act on Bolton and Company Employee Stock Ownership Plan's numbers.
- By total assets, Bolton and Company Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans