ESOP · DOL Form 5500 · 2024

Boudreau Companies, Inc. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
247
Participants Below avg headcount
66th
Percentile by assets National rank
$66,397
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Boudreau Companies Employee Stock Ownership Plan · Sponsored by Boudreau Companies, Inc. · California · Construction

$16M in assets, 247 participants

Boudreau Companies, Inc.'s Boudreau Companies Employee Stock Ownership Plan reported $16M in total assets and 247 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #5,878 in Construction (9,039 peers)

Coverage in California

Boudreau Companies Employee Stock Ownership Plan covers 247 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $16M.

#5,878
in Construction (9,039 peers)
+3.1%
assets growth YoY

Boudreau Companies Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Boudreau Companies Employee Stock Ownership Plan vs every filed plan by assets

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

$16,400,000 Top 34% higher than 66% 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

Boudreau Companies 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. Boudreau Companies Employee Stock Ownership Plan sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Boudreau Companies Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Boudreau Companies Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 330940003 · Boudreau Companies, Inc. PY 2024 · ESOP

Boudreau Companies Employee Stock Ownership Plan · $16M · 247 · 66th

  • PART $16M
  • PART 247
  • PART 66th
  • PART ESOP
  • PART near Alaska Rent-a-Car, Inc. Employee Stock Ownership Plan
  • PART ind #5878

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 →

Boudreau Companies Employee Stock Ownership Plan in the asset neighbourhood

Menlo Acquisition Corporation Employee Stock Ownership PlanMenlo Acquisition Corporatio…$16MAlaska Rent-a-Car, Inc. Employee Stock Ownership PlanAlaska Rent-a-Car, Inc. Empl…$16MOlum's of Binghamton, Inc. Employee Stock Ownership PlanOlum's of Binghamton, Inc. E…$16MBoudreau Companies Employee Stock Ownership PlanBoudreau Companies Employee …$16MMidwest Equipment Company Employee Stock Ownership PlanMidwest Equipment Company Em…$16M
End-of-year total assets ($M) among Boudreau Companies Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$1M
Net Income$1M
Employer EIN330940003
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boudreau Companies, Inc.)

Sponsor-wide plan assets over time

All Boudreau Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 59.55497249220411% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $19.1M $30.5M ▲ +59.5%
Year Plans Participants Total Assets
2022 2 577 $19M
2023 4 984 $38M
2024 2 588 $30M

Nearby ESOP Plans in California

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

Boudreau Companies Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Boudreau Companies Employee Stock Ownership Plan, Total assets ($B): 0.0164 · Participants: 247Boudreau Companies 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
Boudreau Companies Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Boudreau Companies Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Alaska Rent-a-Car, Inc. Employee Stock Ownership Plan in AK ($16M); by covered participants it is Denbow Company ESOP in TX (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Boudreau Companies Employee Stock Ownership Plan assets move in 2024? ▼
Boudreau Companies Employee Stock Ownership Plan edged up modestly - up 3.1% during 2024, from $16M to $16M. Reported net income was $1M.
How have Boudreau Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boudreau Companies, Inc.'s sponsor-wide assets grew 59.6%, from $19M to $30M.
Which ESOP plans are similar in size to Boudreau Companies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Alaska Rent-a-Car, Inc. Employee Stock Ownership Plan in AK ($16M, 145 participants).
Which ESOP plans cover a similar participant headcount to Boudreau Companies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Denbow Company ESOP in TX (247 participants, $106M 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 330940003.

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.