ESOP · DOL Form 5500 · 2024

Duncan Bolt ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
63
Participants Small participant base
71st
Percentile by assets National rank
$337,571
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Duncan Bolt Employee Stock Ownership Plan · Sponsored by Duncan Bolt · California · Wholesale Trade

$21M in assets, 63 participants

Duncan Bolt's Duncan Bolt Employee Stock Ownership Plan reported $21M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,121 in Wholesale Trade (6,080 peers)

2024 asset change

Duncan Bolt Employee Stock Ownership Plan contracted severely 33.0% in 2024 ($32M → $21M) for 63 participants.

#4,121
in Wholesale Trade (6,080 peers)
-33.0%
assets change YoY

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Duncan Bolt Employee Stock Ownership Plan's outsized position by total assets

Duncan Bolt Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$21,267,000 Top 29% higher than 71% of 123,620 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 2024

Duncan Bolt Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Duncan Bolt Employee Stock Ownership Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Duncan Bolt Employee Stock Ownership Plan reported net income fell from $10M in the plan year 2023 filing to -$10M in the plan year 2024 filing.
  • Duncan Bolt Employee Stock Ownership Plan end-of-year assets fell from $32M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Duncan Bolt Employee Stock Ownership Plan reported participants rose from 58 in the plan year 2023 filing to 63 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330304515 · Duncan Bolt PY 2024 · ESOP

Duncan Bolt Employee Stock Ownership Plan · $21M · 63 · 71st

  • PHOTO $21M
  • PHOTO 63
  • PHOTO 71st
  • PHOTO ESOP
  • PHOTO near Spiezle Group, Inc. Employee Stock Ownership Plan
  • PHOTO ind #4121

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 →

Duncan Bolt Employee Stock Ownership Plan in the asset neighbourhood

Dowling Corporation Employee Stock Ownership PlanDowling Corporation Employee…$21MDuncan Bolt Employee Stock Ownership PlanDuncan Bolt Employee Stock O…$21MSpiezle Group, Inc. Employee Stock Ownership PlanSpiezle Group, Inc. Employee…$21MAgm Container Controls, Inc. Employee Stock Ownership PlanAgm Container Controls, Inc.…$21MKennie's Markets, Inc. Employee Stock Ownership PlanKennie's Markets, Inc. Emplo…$21M
End-of-year total assets ($M) among Duncan Bolt Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Duncan Bolt years around the 2024 move

Sponsor-wide plan assets over time

All Duncan Bolt plans reported in each filing year

Latest sponsor-wide plan assets
$21M 4.653665097511769% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.3M $21.3M ▼ -4.7%
Year Plans Participants Total Assets
2022 1 60 $22M
2023 1 58 $32M
2024 1 63 $21M

2024 asset-move particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$11M
Net Income-$10M
Employer EIN330304515
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Duncan Bolt Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Duncan Bolt Employee Stock Ownership Plan, Total assets ($B): 0.021267 · Participants: 63Duncan Bolt Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Duncan Bolt Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Duncan Bolt Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Spiezle Group, Inc. Employee Stock Ownership Plan in NJ ($21M); by covered participants it is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Duncan Bolt Employee Stock Ownership Plan assets move in 2024? ▼
Duncan Bolt Employee Stock Ownership Plan contracted severely - down 33.0% during 2024, from $32M to $21M. Reported net income was -$10M.
How have Duncan Bolt plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Duncan Bolt's sponsor-wide assets declined 4.7%, from $22M to $21M.
Which ESOP plans are similar in size to Duncan Bolt Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Spiezle Group, Inc. Employee Stock Ownership Plan in NJ ($21M, 86 participants).
Which ESOP plans cover a similar participant headcount to Duncan Bolt Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (63 participants, $27M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330304515.

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.