ESOP · DOL Form 5500 · 2024
Boudreau Companies, Inc. ESOP
Data updated 2026-07-24
- $16M
- Total assets
- 247
- Participants
- 66th
- Percentile by assets
- $66,397
- Avg per participant
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.
- 66th percentile by assets (of 116,472 plans)
Coverage in California
Boudreau Companies Employee Stock Ownership Plan covers 247 participants in California, about 39% of the average California filer (state average ~637 per filing). Assets: $16M.
- $16M
- total plan assets (2024 EOY)
- 247
- covered participants
- 66th
- percentile by assets (of 116,472 plans)
- $66,397
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Boudreau Companies Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Boudreau Companies Employee Stock Ownership Plan reported net income rose from -$15M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Boudreau Companies Employee Stock Ownership Plan reported participants rose from 206 in the plan year 2023 filing to 247 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Boudreau Companies Employee Stock Ownership Plan reports 247 participants - about 39% of that state average ($16M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $1M |
| Employer EIN | 330940003 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Boudreau Companies, Inc.)
| 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
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
- Proponent Employee Stock Ownership Plan $543M · 439
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Boudreau Companies Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Boudreau Companies Employee Stock Ownership Plan assets move in 2024? ▼
How have Boudreau Companies, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Boudreau Companies Employee Stock Ownership Plan? ▼
Next read for Boudreau Companies Employee Stock Owners…
Filing takeaways
Ways to act on Boudreau Companies Employee Stock Ownership Plan's numbers.
- By total assets, Boudreau Companies Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Boudreau Companies, Inc.'s sponsor-wide assets have grown 59.6% since 2022 across 3 plan years on file. More Construction plans
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.