ESOP · DOL Form 5500 · 2023
Bozzuto's, Inc. ESOP
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 1,288
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $38,623
- Avg per participant Low balance/head
Official DOL plan name: Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan · Sponsored by Bozzuto's, Inc. · Connecticut · Retail Trade
$50M in assets, 1,288 participants
Bozzuto's, Inc.'s Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan reported $50M in total assets and 1,288 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #7,731 in Retail Trade (8,414 peers)
Where Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan sits by assets
Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan sits in the top quartile of all filed plans by assets, $50M for 1,288 participants (~$38,623/participant), up 11.9% in 2023.
- #7,731
- in Retail Trade (8,414 peers)
- +11.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan's outsized position by total assets
Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$49,746,572 Top 15% higher than 85% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan lands in the large band (1,288 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan reported net income rose from $800K in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan end-of-year assets rose from $44M in the plan year 2022 filing to $50M in the plan year 2023 filing.
- Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan reported participants rose from 1,209 in the plan year 2022 filing to 1,288 in the plan year 2023 filing.
DOL schedule card
Filing strip 060606469 · Bozzuto's, Inc. PY 2023 · ESOP
Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan · $50M · 1,288 · 85th
- EBSA $50M
- PART 1,288
- TYPE 85th
- NET ESOP
- BOOK near Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan
- VS-ST ind #7731
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 Connecticut →
Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $6M |
| Employer EIN | 060606469 |
| Plan Effective Date | 1975-09-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bozzuto's, Inc.)
Sponsor-wide plan assets over time
All Bozzuto's, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $95M 15.916329549811522% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,600 | $113M |
| 2023 | 2 | 2,793 | $134M |
| 2024 | 1 | 1,474 | $95M |
Nearby ESOP Plans in Connecticut
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mott Corporation Employee Stock Ownership Plan $360M · 269
- Sonalysts, Inc. Employee Stock Ownership Plan $125M · 418
- Bl Companies, Inc. Employee Stock Ownership Plan $113M · 323
- Eurpac Service, Inc. Employee Stock Ownership Plan $96M · 529
- Twin Mro Employee Stock Ownership Plan $83M · 93
Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Connecticut, the nearest ESOP by assets is Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan in MI ($50M); by covered participants it is Holden Industries, Inc. Employee Stock Ownership Plan in IL (1,291 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,288 participants); asset peers above are excluded.
- Holden Industries, Inc. Employee Stock Ownership Plan (IL) 1,291 · 3 off
- Ccmsi Holdings, Inc. Employee Stock Ownership Plan (IL) 1,282 · 6 off
- Stepan Company Employee Stock Ownership Plan II (IL) 1,281 · 7 off
- Locke Supply Co. Employee Stock Ownership Plan (OK) 1,300 · 12 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.