ESOP · DOL Form 5500 · 2022

Barker-Phillips-Jackson, Inc ESOP

Data updated 2026-08-25

$36M
Total assets Below avg plan size
56
Participants Small participant base
85th
Percentile by assets National rank
$645,977
Avg per participant High balance/head
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Official DOL plan name: Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan · Sponsored by Barker-Phillips-Jackson, Inc · Missouri · Finance & Insurance

$36M in assets, 56 participants

Barker-Phillips-Jackson, Inc's Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan reported $36M in total assets and 56 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,016 in Finance & Insurance (9,261 peers)

Where Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan sits by assets

Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $36M for 56 participants (~$645,977/participant), up 8.4% in 2022.

#7,016
in Finance & Insurance (9,261 peers)
+8.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan's outsized position by total assets

Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$36,174,729 Top 15% higher than 85% of 139,123 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 2022

Barker-Phillips-Jackson, Inc. 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. Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan is a small filing (56 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 430907174 · Barker-Phillips-Jackson, Inc PY 2022 · ESOP

Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan · $36M · 56 · 85th

  • NET $36M
  • BOOK 56
  • VS-ST 85th
  • BOY ESOP
  • SCH near Fund Evaluation Group Employee Stock Ownership Plan
  • EBSA ind #7016

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 Missouri →

Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Fund Evaluation Group Employee Stock Ownership PlanFund Evaluation Group Employ…$36MJ. Lee Milligan, Inc. Employee Stock Ownership PlanJ. Lee Milligan, Inc. Employ…$36MBarker-Phillips-Jackson, Inc. Employee Stock Ownership PlanBarker-Phillips-Jackson, Inc…$36MFolience, Inc. Employee Stock Ownership PlanFolience, Inc. Employee Stoc…$36MCentral Employees Stock Ownership Plan and TrustCentral Employees Stock Owne…$36M
End-of-year total assets ($M) among Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$24M
Net Income$1M
Employer EIN430907174
Plan Effective Date1968-08-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Barker-Phillips-Jackson, Inc)

Sponsor-wide plan assets over time

All Barker-Phillips-Jackson, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$48M 31.58295394555686% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.2M $47.6M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 56 $36M
2023 1 57 $43M
2024 1 60 $48M

Nearby ESOP Plans in Missouri

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

Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1012345 Total assets ($B) Participants Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.036174729 · Participants: 56Barker-Phillips-Jackson, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.96136732 · Participants: 7358Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.201297589 · Participants: 3252Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.353124189 · Participants: 432Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.332246957 · Participants: 2641Je Dunn Employee Stock Ownership Plan and TrustSrc Employee Stock Ownership Plan and Trust, Total assets ($B): 0.238180744 · Participants: 1388Src Employee Stock Ownership Plan and Trust
Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Fund Evaluation Group Employee Stock Ownership Plan in OH ($36M); by covered participants it is Insource Software Solutions, Inc. Employee Stock Ownership Plan in VA (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.4% during 2022, from $33M to $36M. Reported net income was $1M.
How have Barker-Phillips-Jackson, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barker-Phillips-Jackson, Inc's sponsor-wide assets grew 31.6%, from $36M to $48M.
Where does Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fund Evaluation Group Employee Stock Ownership Plan in OH ($36M, 118 participants).
Which ESOP plans cover a similar participant headcount to Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Insource Software Solutions, Inc. Employee Stock Ownership Plan in VA (56 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 430907174.

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.