ESOP · DOL Form 5500 · 2023

Kaestle Boos Associates, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
64
Participants Small participant base
62nd
Percentile by assets National rank
$182,254
Avg per participant Above avg balance/head
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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.

  • #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.

#12,369
in Professional & Technical Services (20,321 peers)
+51.8%
assets growth YoY

Kaestle Boos Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

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 $2,050,000,000 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

Kaestle Boos Associates, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaestle Boos Associates, Inc. Employee Stock Ownership Plan is a small filing (64 participants) on this national headcount ladder.

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 →

EBSA filing schedule strip

Filing strip 060866741 · Kaestle Boos Associates, Inc. PY 2023 · ESOP

Kaestle Boos Associates, Inc. Employee Stock Ownership Plan · $12M · 64 · 62nd

  • SCH $12M
  • EBSA 64
  • PART 62nd
  • TYPE ESOP
  • NET near Site Supply Employee Stock Ownership Plan
  • BOOK ind #12369

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 Connecticut →

Kaestle Boos Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Onex, Inc. Employee Stock Ownership PlanOnex, Inc. Employee Stock Ow…$12MKaestle Boos Associates, Inc. Employee Stock Ownership PlanKaestle Boos Associates, Inc…$12MSite Supply Employee Stock Ownership PlanSite Supply Employee Stock O…$12MTranshumance Employee Stock Ownership PlanTranshumance Employee Stock …$12MMcgohan Brabender Agency Inc. Employee Stock Ownership PlanMcgohan Brabender Agency Inc…$12M
End-of-year total assets ($M) among Kaestle Boos Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kaestle Boos Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kaestle Boos Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 202.14447343252897% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $7.69M $23.2M ▲ +202.0%
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 ($M) Participants Kaestle Boos Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 11.664256 · Participants: 64Kaestle Boos Associates, Inc. Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 360.458407 · Participants: 269Mott Corporation Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.286205 · Participants: 418Sonalysts, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.226057 · Participants: 323Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 96.349012 · Participants: 529Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 82.993881 · Participants: 93Twin Mro Employee Stock Ownership Plan
Kaestle Boos Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Kaestle Boos Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Kaestle Boos Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Connecticut, the nearest ESOP by assets is Site Supply Employee Stock Ownership Plan in OH ($12M); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 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).
Which ESOP plans cover a similar participant headcount to Kaestle Boos Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants, $26M 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 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.