ESOP · DOL Form 5500 · 2022
Bailey Lauerman & Associates ESOP
Data updated 2026-08-25
- N/A
- Total assets —
- 27
- Participants Small participant base
Official DOL plan name: Bailey Lauerman & Associates Employee Stock Ownership Plan · Sponsored by Bailey Lauerman & Associates · Nebraska · Professional & Technical Services
N/A in assets, 27 participants
Bailey Lauerman & Associates's Bailey Lauerman & Associates Employee Stock Ownership Plan reported N/A in total assets and 27 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2022 filing shows
Bailey Lauerman & Associates Employee Stock Ownership Plan holds N/A for 27 participants.
- -$1M
- reported net income
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bailey Lauerman & Associates Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bailey Lauerman & Associates Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 470523739 · Bailey Lauerman & Associates PY 2022 · ESOP
Bailey Lauerman & Associates Employee Stock Ownership Plan · N/A · 27
- RANK N/A
- PHOTO 27
- IND PY 2022
- EOY ESOP
- 5500 near Mediu, Inc. Employee Stock Ownership Plan
- ASSETS -$1M
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 Nebraska →
Filing particulars (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$1M |
| Employer EIN | 470523739 |
| Plan Effective Date | 2003-03-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Nebraska
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mead Lumber Company Employee Stock Ownership Plan and Trust $380M · 856
- Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan $184M · 64
- Builders Supply Co. , Inc. Employee Stock Ownership Plan $117M · 232
- Majors Plastics, Inc. Employee Stock Ownership Plan $96M · 394
- Commonwealth Holdings, Inc. Employee Stock Ownership Plan $92M · 169
Bailey Lauerman & Associates Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount
Outside Nebraska, the nearest ESOP by covered participants is Mediu, Inc. Employee Stock Ownership Plan in OH (27 participants; this filing: 27 participants).
Similar participant headcount
Nearest other-state filings by covered participants (27 participants); asset peers above are excluded.
- Mediu, Inc. Employee Stock Ownership Plan (OH) 27 · 0 off
- Infinity Communications & Consulting, Inc. Employee Stock Ownership Plan (CA) 27 · 0 off
- Blankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust Agreement (IN) 27 · 0 off
- Elkton Bancorp, Inc. & Affiliated Companies Employee Stock Ownership Plan (KY) 27 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.