ESOP · DOL Form 5500 · 2022
Barry Company, Inc. ESOP
Data updated 2026-08-11
- $6M
- Total assets
- 34
- Participants
- 55th
- Percentile by assets
- $178,324
- Avg per participant
Official DOL plan name: Barry Company, Inc. Employee Stock Ownership Plan · Sponsored by Barry Company, Inc. · Indiana · Wholesale Trade
$6M in assets, 34 participants
Barry Company, Inc.'s Barry Company, Inc. Employee Stock Ownership Plan reported $6M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.
- 55th percentile by assets (of 139,126 plans)
- #2,959 in Wholesale Trade (6,843 peers)
Barry Company, Inc. multi-year trail
Barry Company, Inc.'s plans moved +30.1% in assets from 2022 to 2024; this filing shows Barry Company, Inc. Employee Stock Ownership Plan at $6M / 34 participants.
- $6M
- total plan assets (2022 EOY)
- 34
- covered participants
- 55th
- percentile by assets (of 139,126 plans)
- $178,324
- avg assets per participant
Where Barry Company, Inc. Employee Stock Ownership Plan sits by total assets
Barry Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,063,006 Top 45% higher than 55% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Barry Company, Inc. across 3 plan years on file
Across the 3 plan years Barry Company, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $6M to $8M, a gain of 30.1%, while reported participants moved from 34 to 33 (-2.9%). Peak year by sponsor assets: 2024 ($8M); trough: 2022 ($6M).
Barry Company, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 34 | $6M |
| 2023 | 1 | 33 | $7M |
| 2024 | 1 | 33 | $8M |
Barry Company, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 351074653 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.5B · 3,842
- Urschel Laboratories Employee Stock Ownership Plan $315M · 467
- Nibco Inc. Employee Stock Ownership Plan $310M · 1,233
- Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan $115M · 464
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $114M · 333
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Barry Company, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Barry Company, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Barry Company, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
- Barry Company, Inc.'s sponsor-wide assets have grown 30.1% since 2022 across 3 plan years on file. More Wholesale Trade plans