ESOP · DOL Form 5500 · 2023

Bogh Holdings, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
119
Participants Small participant base
58th
Percentile by assets National rank
$81,008
Avg per participant Below avg balance/head
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Official DOL plan name: Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) · Sponsored by Bogh Holdings, Inc. · California · Construction

$10M in assets, 119 participants

Bogh Holdings, Inc.'s Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) reported $10M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,068 in Construction (9,030 peers)

Coverage in California

Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) covers 119 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $10M.

#5,068
in Construction (9,030 peers)
+48.1%
assets growth YoY

Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.)'s mid-pack asset rank among Construction and all filers

Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) vs every filed plan by assets

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

$9,640,002 Top 42% higher than 58% 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

Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) 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. Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) reported net income rose from -$25M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) reported participants rose from 117 in the plan year 2022 filing to 119 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 883103935 · Bogh Holdings, Inc. PY 2023 · ESOP

Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) · $10M · 119 · 58th

  • EBSA $10M
  • EBSA 119
  • EBSA 58th
  • EBSA ESOP
  • EBSA near Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan
  • EBSA ind #5068

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 California →

Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) in the asset neighbourhood

Public Affairs Support Services, Inc. Employee Stock Ownership PlanPublic Affairs Support Servi…$10MBogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.)Bogh Holdings, Inc. (F/K/a B…$10MJoe Daniels Construction Co., Inc. Employee Stock Ownership PlanJoe Daniels Construction Co.…$10MEmployee Stock Ownership Plan of Controlled Blasting, Inc.Employee Stock Ownership Pla…$10MPanagora Group Inc. Employee Stock Ownership PlanPanagora Group Inc. Employee…$10M
End-of-year total assets ($M) among Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)-$18M
Net Income$6M
Employer EIN883103935
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bogh Holdings, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$25M 286.7895852534562% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $6.51M $25.2M ▲ +286.8%
Year Plans Participants Total Assets
2022 1 117 $7M
2023 1 119 $10M
2024 1 126 $25M

Nearby ESOP Plans in California

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

Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.), Total assets ($B): 0.009640002 · Participants: 119Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.)Parsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) vs. nearby ESOP plans in California, assets vs. participants
Compare Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) side-by-side with 3 peers →

Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.)'s out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan in WI ($10M); by covered participants it is Superior Electric Great Lakes Company Employee Stock Ownership Plan in MI (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) assets move in 2023? ▼
Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) surged - up 48.1% during 2023, from $7M to $10M. Reported net income was $6M.
How have Bogh Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bogh Holdings, Inc.'s sponsor-wide assets grew 286.8%, from $7M to $25M.
Which ESOP plans are similar in size to Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.)? ▼
Among ESOP plans in other states, the closest by assets is Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan in WI ($10M, 77 participants).
Which ESOP plans cover a similar participant headcount to Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.)? ▼
Among ESOP plans in other states, the closest by covered participants is Superior Electric Great Lakes Company Employee Stock Ownership Plan in MI (119 participants, $116M 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 883103935.

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.