ESOP · DOL Form 5500 · 2024
Bo/Gar Enterprises, Inc. ESOP
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 39
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $342,085
- Avg per participant High balance/head
Official DOL plan name: Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Bo/Gar Enterprises, Inc. · Illinois · Manufacturing
$13M in assets, 39 participants
Bo/Gar Enterprises, Inc.'s Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan reported $13M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #8,741 in Manufacturing (17,777 peers)
2024 asset change
Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan pulled back noticeably 8.6% in 2024 ($15M → $13M) for 39 participants.
- #8,741
- in Manufacturing (17,777 peers)
- -8.6%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers
Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,341,333 Top 38% higher than 62% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bo/Gar Enterprises, Inc. 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. Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan end-of-year assets fell from $15M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan reported participants rose from 37 in the plan year 2023 filing to 39 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 371168679 · Bo/Gar Enterprises, Inc. PY 2024 · ESOP
Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan · $13M · 39 · 62nd
- EIN $13M
- RANK 39
- PHOTO 62nd
- IND ESOP
- EOY near Quality Staffing Employee Stock Ownership Plan
- 5500 ind #8741
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 →
Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Bo/Gar Enterprises, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Bo/Gar Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 8.006366071967799% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 35 | $12M |
| 2023 | 1 | 37 | $15M |
| 2024 | 1 | 39 | $13M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$1M |
| Employer EIN | 371168679 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.7B · 4,909
- Kehe Distributors, Inc. Employee Stock Ownership Plan $2.2B · 4,815
- Scot Forge Company Employee Stock Ownership Plan $1.4B · 491
- Bdo USA Employee Stock Ownership Plan $1.1B · 9,258
- Shorr Paper Products, Inc. Employee Stock Ownership Plan $430M · 543
Bo/Gar Enterprises, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Quality Staffing Employee Stock Ownership Plan in NC ($13M); by covered participants it is Sacred Wind Employee Stock Ownership Plan in NM (39 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (39 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.