ESOP · DOL Form 5500 · 2023
Bolton and Company ESOP
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 73rd
- Percentile by assets National rank
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.
- #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.
- #5,332
- in Finance & Insurance (8,869 peers)
- +1.7%
- assets growth YoY
Bolton and Company Employee Stock Ownership Plan's outsized position by total assets
Bolton and Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,832,399 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
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.
EBSA filing schedule strip
Filing strip 951047540 · Bolton and Company PY 2023 · ESOP
Bolton and Company Employee Stock Ownership Plan · $21M · N/A · 73rd
- EBSA $21M
- EBSA N/A
- EBSA 73rd
- EBSA ESOP
- EBSA near Frank P. Langley Co., Inc. Employee Profit Sharing and Stock Ownership Plan
- EBSA ind #5332
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 →
Bolton and Company Employee Stock Ownership Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Bolton and Company plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| 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.
- 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
Bolton and Company Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets
Outside California, the nearest ESOP by end-of-year assets is Frank P. Langley Co., Inc. Employee Profit Sharing and Stock Ownership Plan in NY at $21M (this filing: $21M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.