ESOP · DOL Form 5500 · 2024

Boston, Inc. ESOP

Data updated 2026-08-25

$52M
Total assets Below avg plan size
500
Participants Below avg headcount
85th
Percentile by assets National rank
$103,064
Avg per participant Below avg balance/head
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Official DOL plan name: Boston, Inc. Employee Stock Ownership Plan · Sponsored by Boston, Inc. · Wisconsin · Retail Trade

$52M in assets, 500 participants

Boston, Inc.'s Boston, Inc. Employee Stock Ownership Plan reported $52M in total assets and 500 participants in its 2024 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.

  • #7,343 in Retail Trade (8,048 peers)

Where Boston, Inc. Employee Stock Ownership Plan sits by assets

Boston, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $52M for 500 participants (~$103,064/participant), up 13.3% in 2024.

#7,343
in Retail Trade (8,048 peers)
+13.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Boston, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$51,532,126 Top 15% higher than 85% 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

Boston, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boston, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (500 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Boston, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Boston, Inc. Employee Stock Ownership Plan reported participants rose from 406 in the plan year 2023 filing to 500 in the plan year 2024 filing.
  • Boston, Inc. Employee Stock Ownership Plan end-of-year assets rose from $45M in the plan year 2023 filing to $52M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391493231 · Boston, Inc. PY 2024 · ESOP

Boston, Inc. Employee Stock Ownership Plan · $52M · 500 · 85th

  • IND $52M
  • EOY 500
  • 5500 85th
  • ASSETS ESOP
  • PCT near Hawkeye Electric, Inc. Employee Stock Ownership Plan
  • EIN ind #7343

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 Wisconsin →

Boston, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sps New England, Inc. Employee Stock Ownership PlanSps New England, Inc. Employ…$52MHawkeye Electric, Inc. Employee Stock Ownership PlanHawkeye Electric, Inc. Emplo…$52MBoston, Inc. Employee Stock Ownership PlanBoston, Inc. Employee Stock …$52MBuilding Plastics, Inc. Employee Stock Ownership PlanBuilding Plastics, Inc. Empl…$52MBlue Diamond Legacy Holdings, Inc. Employee Stock Ownership PlanBlue Diamond Legacy Holdings…$51M
End-of-year total assets ($M) among Boston, 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)$45M
Net Assets (End of Year)$34M
Net Income$7M
Employer EIN391493231
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boston, Inc.)

Sponsor-wide plan assets over time

All Boston, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$68M 22.46182663785941% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $55.9M $68.4M ▲ +22.5%
Year Plans Participants Total Assets
2022 2 970 $56M
2023 2 980 $61M
2024 2 1,010 $68M

Nearby ESOP Plans in Wisconsin

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

Boston, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Boston, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.051532126 · Participants: 500Boston, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Boston, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Boston, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Hawkeye Electric, Inc. Employee Stock Ownership Plan in AZ ($52M); by covered participants it is Cv Industries, Inc. Employee Stock Ownership Plan in NC (500 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (500 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 Boston, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Boston, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.3% during 2024, from $45M to $52M. Reported net income was $7M.
How have Boston, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boston, Inc.'s sponsor-wide assets grew 22.5%, from $56M to $68M.
Where does Boston, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Boston, Inc. Employee Stock Ownership Plan ranks in the 85th 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 Boston, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hawkeye Electric, Inc. Employee Stock Ownership Plan in AZ ($52M, 162 participants).
Which ESOP plans cover a similar participant headcount to Boston, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cv Industries, Inc. Employee Stock Ownership Plan in NC (500 participants, $57M 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 391493231.

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.