ESOP · DOL Form 5500 · 2024

Bogh Holdings, Inc. ESOP

Data updated 2026-08-11

$25M
Total assets
126
Participants
74th
Percentile by assets
$199,841
Avg per participant
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Official DOL plan name: Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) · Sponsored by Bogh Holdings, Inc. · California · Construction

$25M in assets, 126 participants

Bogh Holdings, Inc.'s Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) reported $25M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • 74th percentile by assets (of 123,622 plans)
  • #6,612 in Construction (9,039 peers)

Coverage in California

Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) covers 126 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $25M.

$25M
total plan assets (2024 EOY)
126
covered participants
74th
percentile by assets (of 123,622 plans)
$199,841
avg assets per participant

Where Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) sits by total assets

Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) vs every filed plan by assets

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

$25,180,002 Top 26% higher than 74% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) end-of-year assets rose from $10M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) reported net income rose from $6M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) reported participants rose from 119 in the plan year 2023 filing to 126 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) reports 126 participants - about 20% of that state average ($25M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)-$2M
Net Income$16M
Employer EIN883103935
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bogh Holdings, Inc.)

$0M$10M$20M$30M 202220232024 $6.51M $25.2M ▲ +286.8%
Total plan assets by year, all Bogh Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 1 117 $7M
2023 1 119 $10M
2024 1 126 $25M

Nearby ESOP Plans in California

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

Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) vs. nearby ESOP plans in California, assets vs. participants

Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Bogh Holdings, Inc. …Parsons Employee Sto…Acco Employee Stock …Rosendin Electric, I…Ecc Employee Stock O…Agron, Inc. Employee…
Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) vs. nearby ESOP plans in California, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) by total assets, not by location.

Frequently Asked Questions

How did Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) assets move in 2024?
Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) surged - up 161.2% during 2024, from $10M to $25M. Reported net income was $16M.
How have Bogh Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bogh Holdings, Inc.'s sponsor-wide assets grew 286.8%, from $7M to $25M.
Which ESOP plans are similar in size to Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.)?
Among ESOP plans in other states, the closest by assets is Kemron Environmental Services, Inc. Employee Stock Ownership Plan in GA ($25M, 140 participants).

Next read for Bogh Holdings, Inc. (F/K/a Bogh Engineer…

Filing takeaways

Ways to act on Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.)'s numbers.

  • By total assets, Bogh Holdings, Inc. (F/K/a Bogh Engineering, Inc.) 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
  • Bogh Holdings, Inc.'s sponsor-wide assets have grown 286.8% since 2022 across 3 plan years on file. More Construction plans