ESOP · DOL Form 5500 · 2022

Barnes, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
79
Participants Small participant base
48th
Percentile by assets National rank
$54,742
Avg per participant Low balance/head
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Official DOL plan name: Barnes, Inc. Employee Stock Ownership Plan · Sponsored by Barnes, Inc. · Wisconsin · Administrative & Support Services

$4M in assets, 79 participants

Barnes, Inc.'s Barnes, Inc. Employee Stock Ownership Plan reported $4M in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,453 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Barnes, Inc. Employee Stock Ownership Plan ranks #3,453 of 4,927 2022 filers by assets (667% of the sector average)-$4M for 79 participants.

#3,453
in Administrative & Support Services (4,927 peers)
+66.2%
assets growth YoY

Barnes, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

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

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

$4,324,585 48th percentile higher than 48% 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

Barnes, 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. Barnes, Inc. Employee Stock Ownership Plan is a small filing (79 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 391577917 · Barnes, Inc. PY 2022 · ESOP

Barnes, Inc. Employee Stock Ownership Plan · $4M · 79 · 48th

  • IND $4M
  • IND 79
  • IND 48th
  • IND ESOP
  • IND near Steckbeck Engineering & Surveying, Inc. ESOP
  • IND ind #3453

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 Wisconsin →

Barnes, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Barnes, Inc. Employee Stock Ownership PlanBarnes, Inc. Employee Stock …$4MSteckbeck Engineering & Surveying, Inc. ESOPSteckbeck Engineering & Surv…$4MElder Research Employee Stock Ownership PlanElder Research Employee Stoc…$4MTwo Rivers Financial Group Employee Stock Ownership PlanTwo Rivers Financial Group E…$4MMinnwest Corporation Employee Stock Ownership PlanMinnwest Corporation Employe…$4M
End-of-year total assets ($M) among Barnes, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$78K
Net Income$2M
Employer EIN391577917
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barnes, Inc.)

Sponsor-wide plan assets over time

All Barnes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 56.34367228300518% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.32M $6.76M ▲ +56.5%
Year Plans Participants Total Assets
2022 1 79 $4M
2023 1 67 $6M
2024 1 97 $7M

Nearby ESOP Plans in Wisconsin

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

Barnes, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Barnes, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004324585 · Participants: 79Barnes, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
Barnes, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Barnes, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Steckbeck Engineering & Surveying, Inc. ESOP in PA ($4M); by covered participants it is Sierra Pacific Engineering & Products Employee Stock Ownership Plan in CA (79 participants). Same-state nearby plans are listed separately above.

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 Barnes, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Barnes, Inc. Employee Stock Ownership Plan surged - up 66.2% during 2022, from $3M to $4M. Reported net income was $2M.
How have Barnes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barnes, Inc.'s sponsor-wide assets grew 56.3%, from $4M to $7M.
Which ESOP plans are similar in size to Barnes, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Steckbeck Engineering & Surveying, Inc. ESOP in PA ($4M, 27 participants).
Which ESOP plans cover a similar participant headcount to Barnes, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sierra Pacific Engineering & Products Employee Stock Ownership Plan in CA (79 participants, $86M 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 391577917.

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.