ESOP · DOL Form 5500 · 2023

Bos Holdings, Inc. ESOP

Data updated 2026-08-11

$20M
Total assets: 120
Participants: 73rd
Percentile by assets: $170,732
Avg per participant

Official DOL plan name: Architectural Office Environments, Inc. Employee Stock Ownership Plan · Sponsored by Bos Holdings, Inc. · Illinois · Wholesale Trade

$20M in assets, 120 participants

Bos Holdings, Inc.'s Architectural Office Environments, Inc. Employee Stock Ownership Plan reported $20M in total assets and 120 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)
#4,422 in Wholesale Trade (6,309 peers)

Coverage in Illinois

Architectural Office Environments, Inc. Employee Stock Ownership Plan covers 120 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $20M.

$20M
total plan assets (2023 EOY): 120
covered participants: 73rd
percentile by assets (of 127,072 plans): $170,732
avg assets per participant

The plan reported a net loss of $530K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Architectural Office Environments, Inc. Employee Stock Ownership Plan reported net income fell from -$360K in the plan year 2022 filing to -$530K in the plan year 2023 filing.
Architectural Office Environments, Inc. Employee Stock Ownership Plan reported participants fell from 132 in the plan year 2022 filing to 120 in the plan year 2023 filing.
Architectural Office Environments, Inc. Employee Stock Ownership Plan end-of-year assets fell from $21M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Illinois

Industry

Wholesale Trade

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Architectural Office Environments, Inc. Employee Stock Ownership Plan reports 120 participants - about 15% of that state average ($20M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)	$21M
Net Assets (End of Year)	$20M
Net Income	-$530K
Employer EIN	201751342
Plan Effective Date	2000-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bos Holdings, Inc.)

Total plan assets by year, all Bos Holdings, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	132	$21M
2023	1	120	$20M
2024	1	126	$23M

Nearby ESOP Plans in Illinois

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

Architectural Office Environments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants

Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
Bdo USA Employee Stock Ownership Plan $915M · 10,168
Bdo USA Employee Stock Ownership Plan $915M · 10,168

Compare Architectural Office Environments, Inc. … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Architectural Office Environments, Inc. Employee Stock Ownership Plan by total assets, not by location.

Energy Engineering Associates, Inc. Employee Stock Ownership Plan (TX) $20M · 127
Kennie's Markets, Inc. Employee Stock Ownership Plan (PA) $20M · 183
C&i Engineering Employee Stock Ownership Plan (KY) $21M · 212
Assay Technology, Inc. Employee Stock Ownership Pl an (CA) $21M · 31

Frequently Asked Questions

How did Architectural Office Environments, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Architectural Office Environments, Inc. Employee Stock Ownership Plan edged down modestly - down 2.5% during 2023, from $21M to $20M. Reported net income was -$530K.

How have Bos Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bos Holdings, Inc.'s sponsor-wide assets grew 7.7%, from $21M to $23M.

Which ESOP plans are similar in size to Architectural Office Environments, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Energy Engineering Associates, Inc. Employee Stock Ownership Plan in TX ($20M, 127 participants).

Next read for Architectural Office Environments, Inc. …

Filing takeaways

Ways to act on Architectural Office Environments, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Architectural Office Environments, Inc. 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 Illinois. Compare plans
Bos Holdings, Inc.'s sponsor-wide assets have grown 7.7% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 201751342.