ESOP · DOL Form 5500 · 2023

Boudreau Companies, Inc. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
246
Participants Below avg headcount
68th
Percentile by assets National rank
$64,634
Avg per participant Low balance/head
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Official DOL plan name: Boudreau Companies Employee Stock Ownership Plan · Sponsored by Boudreau Companies, Inc. · California · Construction

$16M in assets, 246 participants

Boudreau Companies, Inc.'s Boudreau Companies Employee Stock Ownership Plan reported $16M in total assets and 246 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,044 in Construction (9,030 peers)

Coverage in California

Boudreau Companies Employee Stock Ownership Plan covers 246 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $16M.

#6,044
in Construction (9,030 peers)
+91.6%
assets growth YoY

Boudreau Companies Employee Stock Ownership Plan's outsized position by total assets

Boudreau Companies Employee Stock Ownership Plan vs every filed plan by assets

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

$15,900,000 Top 32% higher than 68% 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

Boudreau Companies 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. Boudreau Companies Employee Stock Ownership Plan sits mid-pack in the medium band (246 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Boudreau Companies Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Boudreau Companies Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Boudreau Companies Employee Stock Ownership Plan reported participants rose from 238 in the plan year 2022 filing to 246 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330940003 · Boudreau Companies, Inc. PY 2023 · ESOP

Boudreau Companies Employee Stock Ownership Plan · $16M · 246 · 68th

  • TYPE $16M
  • TYPE 246
  • TYPE 68th
  • TYPE ESOP
  • TYPE near Dowling Corporation Employee Stock Ownership Plan
  • TYPE ind #6044

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 →

Boudreau Companies Employee Stock Ownership Plan in the asset neighbourhood

Kai Hawaii, Inc. Employee Stock Ownership PlanKai Hawaii, Inc. Employee St…$16MKelly Mitchell Employee Stock Ownership PlanKelly Mitchell Employee Stoc…$16MBoudreau Companies Employee Stock Ownership PlanBoudreau Companies Employee …$16MDowling Corporation Employee Stock Ownership PlanDowling Corporation Employee…$16MRamler Holdings, Inc. Employee Stock Ownership PlanRamler Holdings, Inc. Employ…$16M
End-of-year total assets ($M) among Boudreau Companies Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$31K
Net Income$8M
Employer EIN330940003
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boudreau Companies, Inc.)

Sponsor-wide plan assets over time

All Boudreau Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 59.55497249220411% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $19.1M $30.5M ▲ +59.5%
Year Plans Participants Total Assets
2022 2 577 $19M
2023 4 984 $38M
2024 2 588 $30M

Nearby ESOP Plans in California

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

Boudreau Companies Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Boudreau Companies Employee Stock Ownership Plan, Total assets ($B): 0.0159 · Participants: 246Boudreau Companies Employee Stock Ownership PlanParsons 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
Boudreau Companies Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Boudreau Companies Employee Stock Ownership Plan side-by-side with 3 peers →

Boudreau Companies Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Dowling Corporation Employee Stock Ownership Plan in CT ($16M); by covered participants it is Metro Sales, Inc. Employee Stock Ownership Plan in MN (246 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (246 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 Boudreau Companies Employee Stock Ownership Plan assets move in 2023? ▼
Boudreau Companies Employee Stock Ownership Plan surged - up 91.6% during 2023, from $8M to $16M. Reported net income was $8M.
How have Boudreau Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boudreau Companies, Inc.'s sponsor-wide assets grew 59.6%, from $19M to $30M.
Which ESOP plans are similar in size to Boudreau Companies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dowling Corporation Employee Stock Ownership Plan in CT ($16M, 54 participants).
Which ESOP plans cover a similar participant headcount to Boudreau Companies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Metro Sales, Inc. Employee Stock Ownership Plan in MN (246 participants, $75M 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 330940003.

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.