ESOP · DOL Form 5500 · 2024

Frank M. Booth, Inc. ESOP

Data updated 2026-08-25

$65M
Total assets Below avg plan size
82
Participants Small participant base
87th
Percentile by assets National rank
$794,406
Avg per participant High balance/head
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Official DOL plan name: Frank M. Booth, Inc. Employee Stock Ownership Plan · Sponsored by Frank M. Booth, Inc. · California · Construction

$65M in assets, 82 participants

Frank M. Booth, Inc.'s Frank M. Booth, Inc. Employee Stock Ownership Plan reported $65M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,688 in Construction (9,039 peers)

Where Frank M. Booth, Inc. Employee Stock Ownership Plan sits by assets

Frank M. Booth, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $65M for 82 participants (~$794,406/participant), up 21.3% in 2024.

#7,688
in Construction (9,039 peers)
+21.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Frank M. Booth, Inc. Employee Stock Ownership Plan's outsized position by total assets

Frank M. Booth, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$65,141,276 Top 13% higher than 87% 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

Frank M. Booth, 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. Frank M. Booth, Inc. Employee Stock Ownership Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Frank M. Booth, Inc. Employee Stock Ownership Plan reported net income rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Frank M. Booth, Inc. Employee Stock Ownership Plan end-of-year assets rose from $54M in the plan year 2023 filing to $65M in the plan year 2024 filing.
  • Frank M. Booth, Inc. Employee Stock Ownership Plan reported participants fell from 84 in the plan year 2023 filing to 82 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 941257060 · Frank M. Booth, Inc. PY 2024 · ESOP

Frank M. Booth, Inc. Employee Stock Ownership Plan · $65M · 82 · 87th

  • RANK $65M
  • RANK 82
  • RANK 87th
  • RANK ESOP
  • RANK near The Skillman Corporation Employee Stock Ownership Plan and Trust
  • RANK ind #7688

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 →

Frank M. Booth, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Synerlink Corp. Employee Stock Ownership PlanSynerlink Corp. Employee Sto…$66MFrank M. Booth, Inc. Employee Stock Ownership PlanFrank M. Booth, Inc. Employe…$65MThe Skillman Corporation Employee Stock Ownership Plan and TrustThe Skillman Corporation Emp…$65MCox & Company, Inc. Employee Stock Ownership PlanCox & Company, Inc. Employee…$65MWoodward Mccoach, Inc. Employee Stock Ownership PlanWoodward Mccoach, Inc. Emplo…$65M
End-of-year total assets ($M) among Frank M. Booth, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$65M
Net Income$11M
Employer EIN941257060
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Frank M. Booth, Inc.)

Sponsor-wide plan assets over time

All Frank M. Booth, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$82M 37.50932932188073% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $59.6M $82M ▲ +37.5%
Year Plans Participants Total Assets
2022 2 161 $60M
2023 2 168 $69M
2024 2 164 $82M

Nearby ESOP Plans in California

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

Frank M. Booth, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Frank M. Booth, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.065141276 · Participants: 82Frank M. Booth, Inc. 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
Frank M. Booth, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Frank M. Booth, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is The Skillman Corporation Employee Stock Ownership Plan and Trust in IN ($65M); by covered participants it is Amended and Restated Affinity Bank Employee Stock Ownership Plan in GA (82 participants). Same-state nearby plans are listed separately above.

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 Frank M. Booth, Inc. Employee Stock Ownership Plan assets move in 2024?
Frank M. Booth, Inc. Employee Stock Ownership Plan grew sharply - up 21.3% during 2024, from $54M to $65M. Reported net income was $11M.
How have Frank M. Booth, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Frank M. Booth, Inc.'s sponsor-wide assets grew 37.5%, from $60M to $82M.
Where does Frank M. Booth, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Frank M. Booth, Inc. Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Frank M. Booth, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is The Skillman Corporation Employee Stock Ownership Plan and Trust in IN ($65M, 93 participants).
Which ESOP plans cover a similar participant headcount to Frank M. Booth, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Amended and Restated Affinity Bank Employee Stock Ownership Plan in GA (82 participants, $10M in assets).