ESOP · DOL Form 5500 · 2023

Boettcher Supply, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
16
Participants Small participant base
30th
Percentile by assets National rank
$116,876
Avg per participant Below avg balance/head
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Official DOL plan name: Boettcher Supply, Inc. Employee Stock Ownership Plan · Sponsored by Boettcher Supply, Inc. · Kansas · Wholesale Trade

$2M in assets, 16 participants

Boettcher Supply, Inc.'s Boettcher Supply, Inc. Employee Stock Ownership Plan reported $2M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,196 in Wholesale Trade (6,309 peers)

Boettcher Supply, Inc. multi-year trail

Boettcher Supply, Inc.'s plans moved +22.7% in assets from 2022 to 2024; this filing shows Boettcher Supply, Inc. Employee Stock Ownership Plan at $2M / 16 participants.

#1,196
in Wholesale Trade (6,309 peers)
+8.2%
assets growth YoY

Boettcher Supply, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Boettcher Supply, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,870,011 30th percentile higher than 30% 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

Boettcher Supply, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boettcher Supply, Inc. Employee Stock Ownership Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Boettcher Supply, Inc. Employee Stock Ownership Plan reported net income fell from $271K in the plan year 2022 filing to $141K in the plan year 2023 filing.
  • Boettcher Supply, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Boettcher Supply, Inc. Employee Stock Ownership Plan reported participants fell from 17 in the plan year 2022 filing to 16 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 480687760 · Boettcher Supply, Inc. PY 2023 · ESOP

Boettcher Supply, Inc. Employee Stock Ownership Plan · $2M · 16 · 30th

  • EBSA $2M
  • PART 16
  • TYPE 30th
  • NET ESOP
  • BOOK near Shoestring Valley Holdings, Inc. Employee Stock Ownership Plan
  • VS-ST ind #1196

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 Kansas →

Boettcher Supply, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Boettcher Supply, Inc. Employee Stock Ownership PlanBoettcher Supply, Inc. Emplo…$2MShoestring Valley Holdings, Inc. Employee Stock Ownership PlanShoestring Valley Holdings, …$2MCampbell Company Employee Stock Ownership Plan & TrustCampbell Company Employee St…$2MPennian Bank Employee Stock Ownership PlanPennian Bank Employee Stock …$2MHeritage Bank of St. Tammany Employee Stock Ownership PlanHeritage Bank of St. Tammany…$2M
End-of-year total assets ($M) among Boettcher Supply, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Boettcher Supply, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Boettcher Supply, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 22.745451736951384% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M 202220232024 $1.73M $2.12M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 17 $2M
2023 1 16 $2M
2024 1 15 $2M

Boettcher Supply, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$141K
Employer EIN480687760
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kansas

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

Boettcher Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -1000100200300400 Total assets ($M) Participants Boettcher Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.870011 · Participants: 16Boettcher Supply, Inc. Employee Stock Ownership PlanPbi-Gordon Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 358.733267 · Participants: 488Pbi-Gordon Companies, Inc. Employee Stock Ownership PlanHarcros Chemicals, Inc. Employee Stock Ownership Plan, Total assets ($M): 296.082944 · Participants: 549Harcros Chemicals, Inc. Employee Stock Ownership PlanMmc Corp Employee Stock Ownership Plan, Total assets ($M): 239.968034 · Participants: 754Mmc Corp Employee Stock Ownership PlanGlobe Engineering Co Inc Employee Stock Ownership Plan and Trust, Total assets ($M): 136.184991 · Participants: 236Globe Engineering Co Inc Employee Stock Ownership Plan and TrustInland Truck Parts Company Employee Stock Ownership Plan and Trust, Total assets ($M): 98.736189 · Participants: 665Inland Truck Parts Company Employee Stock Ownership Plan and Trust
Boettcher Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Boettcher Supply, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Boettcher Supply, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kansas, the nearest ESOP by assets is Shoestring Valley Holdings, Inc. Employee Stock Ownership Plan in OR ($2M); by covered participants it is Tgc Consolidated Employee Stock Ownership Plan in AZ (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Boettcher Supply, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Boettcher Supply, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.2% during 2023, from $2M to $2M. Reported net income was $141K.
How have Boettcher Supply, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boettcher Supply, Inc.'s sponsor-wide assets grew 22.7%, from $2M to $2M.
Which ESOP plans are similar in size to Boettcher Supply, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Shoestring Valley Holdings, Inc. Employee Stock Ownership Plan in OR ($2M, 294 participants).
Which ESOP plans cover a similar participant headcount to Boettcher Supply, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tgc Consolidated Employee Stock Ownership Plan in AZ (16 participants, N/A 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 480687760.

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.