ESOP · DOL Form 5500 · 2023
Boston, Inc. ESOP
Data updated 2026-08-11
- $45M
- Total assets
- 406
- Participants
- 85th
- Percentile by assets
- $112,024
- Avg per participant
Official DOL plan name: Boston, Inc. Employee Stock Ownership Plan · Sponsored by Boston, Inc. · Wisconsin · Retail Trade
$45M in assets, 406 participants
Boston, Inc.'s Boston, Inc. Employee Stock Ownership Plan reported $45M in total assets and 406 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 127,072 plans)
- #7,676 in Retail Trade (8,414 peers)
Where Boston, Inc. Employee Stock Ownership Plan sits by assets
Boston, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $45M for 406 participants (~$112,024/participant), up 5.9% in 2023.
- $45M
- total plan assets (2023 EOY)
- 406
- covered participants
- 85th
- percentile by assets (of 127,072 plans)
- $112,024
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Boston, Inc. Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Boston, Inc. Employee Stock Ownership Plan reported participants rose from 364 in the plan year 2022 filing to 406 in the plan year 2023 filing.
- Boston, Inc. Employee Stock Ownership Plan end-of-year assets rose from $43M in the plan year 2022 filing to $45M in the plan year 2023 filing.
Boston, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Boston, Inc. Employee Stock Ownership Plan outranks 85% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 391493231 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Boston, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 970 | $56M |
| 2023 | 2 | 980 | $61M |
| 2024 | 2 | 1,010 | $68M |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
Boston, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
- Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
- Ki Employee Stock Ownership Plan $511M · 1,624
- Trachte Building Systems Employee Stock Ownership Plan $331M · 228
- Wausau Supply Company Employee Stock Ownership Plan $315M · 808
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Boston, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Scale reading
Ways to act on Boston, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Boston, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- Boston, Inc.'s sponsor-wide assets have grown 22.5% since 2022 across 3 plan years on file. More Retail Trade plans