ESOP · DOL Form 5500 · 2022

Bhs Eugene, Inc. ESOP

Data updated 2026-08-25

$694K
Total assets Small plan by assets
26
Participants Small participant base
21st
Percentile by assets National rank
$26,706
Avg per participant Low balance/head
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Official DOL plan name: Bhs Eugene, Inc. Employee Stock Ownership Plan · Sponsored by Bhs Eugene, Inc. · Oregon · Retail Trade

$694K in assets, 26 participants

Bhs Eugene, Inc.'s Bhs Eugene, Inc. Employee Stock Ownership Plan reported $694K in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,963 in Retail Trade (9,519 peers)

Bhs Eugene, Inc. multi-year trail

Bhs Eugene, Inc.'s plans moved -92.6% in assets from 2022 to 2024; this filing shows Bhs Eugene, Inc. Employee Stock Ownership Plan at $694K / 26 participants.

#2,963
in Retail Trade (9,519 peers)
-$8M
reported net income

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bhs Eugene, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Bhs Eugene, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$694,366 21st percentile higher than 21% 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

Bhs Eugene, 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. Bhs Eugene, Inc. Employee Stock Ownership Plan is a small filing (26 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 203562579 · Bhs Eugene, Inc. PY 2022 · ESOP

Bhs Eugene, Inc. Employee Stock Ownership Plan · $694K · 26 · 21st

  • BOY $694K
  • SCH 26
  • EBSA 21st
  • PART ESOP
  • TYPE near Samons Bros. Framing, Inc. ESOP
  • NET ind #2963

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 Oregon →

Bhs Eugene, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Service Medical Equipment Retirement PlanService Medical Equipment Re…$695KIntrepid Capital Corporation Employee Stock Ownership PlanIntrepid Capital Corporation…$698KBhs Eugene, Inc. Employee Stock Ownership PlanBhs Eugene, Inc. Employee St…$694KSamons Bros. Framing, Inc. ESOPSamons Bros. Framing, Inc. E…$693KTerabyte Holdings, Inc. Employee Stock Ownership PlanTerabyte Holdings, Inc. Empl…$693K
End-of-year total assets ($M) among Bhs Eugene, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Bhs Eugene, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bhs Eugene, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51K 92.63630419692208% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.69M $0.05M ▼ -92.8%
Year Plans Participants Total Assets
2022 1 26 $694K
2023 1 31 $65K
2024 1 25 $51K

Bhs Eugene, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$8M
Net Income-$8M
Employer EIN203562579
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

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

Bhs Eugene, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants Bhs Eugene, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.694366 · Participants: 26Bhs Eugene, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 259.302569 · Participants: 1947Bi-Mart Corporation Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.711122 · Participants: 561Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 126.652835 · Participants: 57Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.836432 · Participants: 68Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 84.932648 · Participants: 204Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Bhs Eugene, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants

Bhs Eugene, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Samons Bros. Framing, Inc. ESOP in AZ ($693K); by covered participants it is Empire Telephone Corporation Employee Stock Ownership Plan in NY (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 have Bhs Eugene, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bhs Eugene, Inc.'s sponsor-wide assets declined 92.6%, from $694K to $51K.
Where does Bhs Eugene, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Bhs Eugene, Inc. Employee Stock Ownership Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Bhs Eugene, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Samons Bros. Framing, Inc. ESOP in AZ ($693K, N/A participants).
Which ESOP plans cover a similar participant headcount to Bhs Eugene, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Empire Telephone Corporation Employee Stock Ownership Plan in NY (26 participants, $10M in assets).