ESOP · DOL Form 5500 · 2023

Kaestle Boos Associates, Inc. ESOP

Data updated 2026-08-11

$12M
Total assets
64
Participants
62nd
Percentile by assets
$182,254
Avg per participant
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Official DOL plan name: Kaestle Boos Associates, Inc. Employee Stock Ownership Plan · Sponsored by Kaestle Boos Associates, Inc. · Connecticut · Professional & Technical Services

$12M in assets, 64 participants

Kaestle Boos Associates, Inc.'s Kaestle Boos Associates, Inc. Employee Stock Ownership Plan reported $12M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • 62nd percentile by assets (of 127,072 plans)
  • #12,369 in Professional & Technical Services (20,321 peers)

Kaestle Boos Associates, Inc. multi-year trail

Kaestle Boos Associates, Inc.'s plans moved +202.1% in assets from 2022 to 2024; this filing shows Kaestle Boos Associates, Inc. Employee Stock Ownership Plan at $12M / 64 participants.

$12M
total plan assets (2023 EOY)
64
covered participants
62nd
percentile by assets (of 127,072 plans)
$182,254
avg assets per participant

Where Kaestle Boos Associates, Inc. Employee Stock Ownership Plan sits by total assets

Kaestle Boos Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,664,256 Top 38% higher than 62% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kaestle Boos Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Kaestle Boos Associates, Inc. Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Kaestle Boos Associates, Inc. Employee Stock Ownership Plan reported participants fell from 67 in the plan year 2022 filing to 64 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Connecticut
Industry
Professional & Technical Services

Kaestle Boos Associates, Inc. across 3 plan years on file

Across the 3 plan years Kaestle Boos Associates, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $8M to $23M, a gain of 202.1%, while reported participants moved from 67 to 69 (+3.0%). Peak year by sponsor assets: 2024 ($23M); trough: 2022 ($8M).

Kaestle Boos Associates, Inc. multi-year asset trail

$5M$10M$15M$20M$25M 202220232024 $7.69M $23.2M ▲ +202.0%
Total plan assets by year, all Kaestle Boos Associates, Inc. plans on file
Year Plans Participants Total Assets
2022 1 67 $8M
2023 1 64 $12M
2024 1 69 $23M

Kaestle Boos Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)-$5M
Net Income$5M
Employer EIN060866741
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Connecticut

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

Kaestle Boos Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0200400600 -1000100200300400 Total assets ($M) Participants Kaestle Boos Associa…, Total assets ($M): 11.664256 · Participants: 64Kaestle Boos Associa…Mott Corporation Emp…, Total assets ($M): 360.458407 · Participants: 269Mott Corporation Emp…Sonalysts, Inc. Empl…, Total assets ($M): 125.286205 · Participants: 418Sonalysts, Inc. Empl…Bl Companies, Inc. E…, Total assets ($M): 113.226057 · Participants: 323Bl Companies, Inc. E…Eurpac Service, Inc.…, Total assets ($M): 96.349012 · Participants: 529Eurpac Service, Inc.…Twin Mro Employee St…, Total assets ($M): 82.993881 · Participants: 93Twin Mro Employee St…
Kaestle Boos Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Kaestle Boos Associates, Inc. Employee S… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Kaestle Boos Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Kaestle Boos Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Kaestle Boos Associates, Inc. Employee Stock Ownership Plan surged - up 51.8% during 2023, from $8M to $12M. Reported net income was $5M.
How have Kaestle Boos Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaestle Boos Associates, Inc.'s sponsor-wide assets grew 202.1%, from $8M to $23M.
Which ESOP plans are similar in size to Kaestle Boos Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Site Supply Employee Stock Ownership Plan in OH ($12M, 24 participants).

Next read for Kaestle Boos Associates, Inc. Employee S…

Multi-year trail

Ways to act on Kaestle Boos Associates, Inc. Employee Stock Ownership Plan's numbers.

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 060866741.

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.