ESOP · DOL Form 5500 · 2023

Bos Holdings, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
120
Participants Small participant base
73rd
Percentile by assets National rank
$170,732
Avg per participant Above avg balance/head
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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.

  • #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.

#4,422
in Wholesale Trade (6,309 peers)
-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.

Architectural Office Environments, Inc. Employee Stock Ownership Plan's outsized position by total assets

Architectural Office Environments, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,487,780 Top 27% higher than 73% 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

Architectural Office Environments, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Architectural Office Environments, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Form 5500 schedule snapshot

Filing strip 201751342 · Bos Holdings, Inc. PY 2023 · ESOP

Architectural Office Environments, Inc. Employee Stock Ownership Plan · $20M · 120 · 73rd

  • SCH $20M
  • EBSA 120
  • PART 73rd
  • TYPE ESOP
  • NET near Energy Engineering Associates, Inc. Employee Stock Ownership Plan
  • BOOK ind #4422

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 Illinois →

Architectural Office Environments, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Assay Technology, Inc. Employee Stock Ownership Pl anAssay Technology, Inc. Emplo…$21MC&i Engineering Employee Stock Ownership PlanC&i Engineering Employee Sto…$21MEnergy Engineering Associates, Inc. Employee Stock Ownership PlanEnergy Engineering Associate…$20MArchitectural Office Environments, Inc. Employee Stock Ownership PlanArchitectural Office Environ…$20MKennie's Markets, Inc. Employee Stock Ownership PlanKennie's Markets, Inc. Emplo…$20M
End-of-year total assets ($M) among Architectural Office Environments, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$20M
Net Income-$530K
Employer EIN201751342
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bos Holdings, Inc.)

Sponsor-wide plan assets over time

All Bos Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 7.676353759559331% vs 2022
2024 filing year
$20M$21M$22M$23M 202220232024 $21M $22.6M ▲ +7.7%
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 Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Architectural Office Environments, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.02048778 · Participants: 120Architectural Office Environments, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Architectural Office Environments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Architectural Office Environments, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Architectural Office Environments, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Energy Engineering Associates, Inc. Employee Stock Ownership Plan in TX ($20M); by covered participants it is Gordon, Inc. Employee Stock Ownership Plan in LA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 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).
Which ESOP plans cover a similar participant headcount to Architectural Office Environments, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gordon, Inc. Employee Stock Ownership Plan in LA (120 participants, $41M 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 201751342.

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.