ESOP · DOL Form 5500 · 2022

Backlund Investment Co ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
150
Participants Small participant base
78th
Percentile by assets National rank
$136,489
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Backlund Investment Co. Employee Stock Ownership Plan and Trust · Sponsored by Backlund Investment Co · Illinois · Finance & Insurance

$20M in assets, 150 participants

Backlund Investment Co's Backlund Investment Co. Employee Stock Ownership Plan and Trust reported $20M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,963 in Finance & Insurance (9,261 peers)

Coverage in Illinois

Backlund Investment Co. Employee Stock Ownership Plan and Trust covers 150 participants in Illinois, about 19% of the average Illinois filer (state average ~779 per filing). Assets: $20M.

#5,963
in Finance & Insurance (9,261 peers)
-2.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $493K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Backlund Investment Co. Employee Stock Ownership Plan and Trust's outsized position by total assets

Backlund Investment Co. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$20,473,295 Top 22% higher than 78% 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

Backlund Investment Co. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Backlund Investment Co. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (150 participants).

EBSA filing schedule strip

Filing strip 370898008 · Backlund Investment Co PY 2022 · ESOP

Backlund Investment Co. Employee Stock Ownership Plan and Trust · $20M · 150 · 78th

  • RANK $20M
  • PHOTO 150
  • IND 78th
  • EOY ESOP
  • 5500 near Bolton and Company Employee Stock Ownership Plan
  • ASSETS ind #5963

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 Illinois →

Backlund Investment Co. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Ronald N.S. Ho & Associates, Inc. Employee Stock Ownership PlanRonald N.S. Ho & Associates,…$21MKretz Lumber Co., Inc. Employee Stock Ownership PlanKretz Lumber Co., Inc. Emplo…$21MBolton and Company Employee Stock Ownership PlanBolton and Company Employee …$20MBacklund Investment Co. Employee Stock Ownership Plan and TrustBacklund Investment Co. Empl…$20MAts ESOP Holdings, Inc. Employee Stock Ownership PlanAts ESOP Holdings, Inc. Empl…$20M
End-of-year total assets ($M) among Backlund Investment Co. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$20M
Net Income-$493K
Employer EIN370898008
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Backlund Investment Co)

Sponsor-wide plan assets over time

All Backlund Investment Co plans reported in each filing year

Latest sponsor-wide plan assets
$66M 21.171341382024387% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $54.3M $65.8M ▲ +21.2%
Year Plans Participants Total Assets
2022 2 317 $54M
2023 2 336 $60M
2024 2 340 $66M

Nearby ESOP Plans in Illinois

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

Backlund Investment Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Backlund Investment Co. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.020473295 · Participants: 150Backlund Investment Co. Employee Stock Ownership Plan and TrustAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Backlund Investment Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Backlund Investment Co. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Backlund Investment Co. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Bolton and Company Employee Stock Ownership Plan in CA ($20M); by covered participants it is Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan in CO (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Backlund Investment Co. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Backlund Investment Co. Employee Stock Ownership Plan and Trust edged down modestly - down 2.3% during 2022, from $21M to $20M. Reported net income was -$493K.
How have Backlund Investment Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Backlund Investment Co's sponsor-wide assets grew 21.2%, from $54M to $66M.
Where does Backlund Investment Co. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Backlund Investment Co. Employee Stock Ownership Plan and Trust ranks in the 78th 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 Backlund Investment Co. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Bolton and Company Employee Stock Ownership Plan in CA ($20M, N/A participants).
Which ESOP plans cover a similar participant headcount to Backlund Investment Co. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan in CO (150 participants, $26M 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 370898008.

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.