ESOP · DOL Form 5500 · 2023

The Bostwick-Braun Company ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
291
Participants Below avg headcount
46th
Percentile by assets National rank
$18,811
Avg per participant Low balance/head
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Official DOL plan name: The Bostwick-Braun Company Employee Stock Ownership Plan · Sponsored by The Bostwick-Braun Company · Ohio · Wholesale Trade

$5M in assets, 291 participants

The Bostwick-Braun Company's The Bostwick-Braun Company Employee Stock Ownership Plan reported $5M in total assets and 291 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,234 in Wholesale Trade (6,309 peers)

Coverage in Ohio

The Bostwick-Braun Company Employee Stock Ownership Plan covers 291 participants in Ohio, about 38% of the average Ohio filer (state average ~765 per filing). Assets: $5M.

#2,234
in Wholesale Trade (6,309 peers)
-66.7%
assets change YoY

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Bostwick-Braun Company Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

The Bostwick-Braun Company Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,474,033 46th percentile higher than 46% of 127,068 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 2023

The Bostwick-Braun Company Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Bostwick-Braun Company Employee Stock Ownership Plan sits mid-pack in the medium band (291 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Bostwick-Braun Company Employee Stock Ownership Plan end-of-year assets fell from $16M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Bostwick-Braun Company Employee Stock Ownership Plan reported net income fell from -$9M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
  • The Bostwick-Braun Company Employee Stock Ownership Plan reported participants fell from 333 in the plan year 2022 filing to 291 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341298592 · The Bostwick-Braun Company PY 2023 · ESOP

The Bostwick-Braun Company Employee Stock Ownership Plan · $5M · 291 · 46th

  • IND $5M
  • IND 291
  • IND 46th
  • IND ESOP
  • IND near Bennett Partners Employee Stock Ownership Plan
  • IND ind #2234

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 Ohio →

The Bostwick-Braun Company Employee Stock Ownership Plan in the asset neighbourhood

Liberty Electronics, Inc. Employee Stock Ownership PlanLiberty Electronics, Inc. Em…$5MThe Bostwick-Braun Company Employee Stock Ownership PlanThe Bostwick-Braun Company E…$5MBennett Partners Employee Stock Ownership PlanBennett Partners Employee St…$5MDel-Air Investor Employee Ownership PlanDel-Air Investor Employee Ow…$5MVirginia Integrated Communication, Inc. Employee Stock Ownership PlanVirginia Integrated Communic…$5M
End-of-year total assets ($M) among The Bostwick-Braun Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$5M
Net Income-$11M
Employer EIN341298592
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bostwick-Braun Company)

Sponsor-wide plan assets over time

All The Bostwick-Braun Company plans reported in each filing year

Latest sponsor-wide plan assets
$9M 70.90008210430526% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $30.8M $8.95M ▼ -70.9%
Year Plans Participants Total Assets
2022 2 705 $31M
2023 1 291 $5M
2024 1 N/A $9M

Nearby ESOP Plans in Ohio

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

The Bostwick-Braun Company Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants The Bostwick-Braun Company Employee Stock Ownership Plan, Total assets ($B): 0.005474033 · Participants: 291The Bostwick-Braun Company Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
The Bostwick-Braun Company Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare The Bostwick-Braun Company Employee Stock Ownership Plan side-by-side with 3 peers →

The Bostwick-Braun Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Bennett Partners Employee Stock Ownership Plan in TX ($5M); by covered participants it is Pinnacle Financial Corporation Employee Stock Ownership Plan in GA (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Bostwick-Braun Company Employee Stock Ownership Plan assets move in 2023? ▼
The Bostwick-Braun Company Employee Stock Ownership Plan contracted severely - down 66.7% during 2023, from $16M to $5M. Reported net income was -$11M.
How have The Bostwick-Braun Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Bostwick-Braun Company's sponsor-wide assets declined 70.9%, from $31M to $9M.
Which ESOP plans are similar in size to The Bostwick-Braun Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bennett Partners Employee Stock Ownership Plan in TX ($5M, 25 participants).
Which ESOP plans cover a similar participant headcount to The Bostwick-Braun Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pinnacle Financial Corporation Employee Stock Ownership Plan in GA (291 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341298592.

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.