Architectural Office Environments, Inc. Employee Stock Ownership Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Bos Holdings, Inc. · Illinois · Wholesale Trade
What the 2023 filing shows
Architectural Office Environments, Inc. Employee Stock Ownership Plan holds $20M for 120 participants — about $170,732 per participant, down 2.5% over the 2023 plan year.
- $20M
- total plan assets (2023 EOY)
- 120
- covered participants
- $170,732
- avg assets per participant
- -2.5%
- assets change YoY
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.
What the Filing Says About Architectural Office Environments, Inc. Employee Stock Ownership Plan
Architectural Office Environments, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Bos Holdings, Inc., headquartered in Illinois. As of the 2023 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 120 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 201751342, and the plan has been effective since 2000-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $21M at the beginning of 2023 to $20M at year-end — a decline of 2.5%. Net assets (after liabilities) closed the year at $20M, with reported net income of $-530,428 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $21M |
| Total Assets (End of Year) | $20M |
| Net Assets (End of Year) | $20M |
| Net Income | $-530,428 |
| Plan Type | Other |
| Employer EIN | 201751342 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bos Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 132 | $21M |
| 2023 | 1 | 120 | $20M |
| 2024 | 1 | 126 | $23M |
Nearby Other Plans in Illinois
Peer Other plans — same state, same plan type — ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- Midwest Operating Engineers Pension Trust Fund $5.8B · 12,949
- Mid-America Carpenters Regional Council Pension Fund $5.3B · 10,863
- Chicago & Vicinity Laborers' District Council Pension Plan $4.8B · 11,655
Related Data
Guides
Frequently Asked Questions
How much money is in the Architectural Office Environments, Inc. Employee Stock Ownership Plan? ▼
What type of plan is Architectural Office Environments, Inc. Employee Stock Ownership Plan? ▼
Who sponsors the Architectural Office Environments, Inc. Employee Stock Ownership Plan? ▼
How did Architectural Office Environments, Inc. Employee Stock Ownership Plan perform in 2023? ▼
Where can I find official filings for Architectural Office Environments, Inc. Employee Stock Ownership Plan? ▼
How does Architectural Office Environments, Inc. Employee Stock Ownership Plan compare to other plans? ▼
Explore PlainRetire
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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.