ESOP · DOL Form 5500 · 2022

Balke Brown Transwestern, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
113
Participants Small participant base
55th
Percentile by assets National rank
$54,095
Avg per participant Low balance/head
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Official DOL plan name: Balke Brown Transwestern, Inc. Employee Stock Ownership Plan · Sponsored by Balke Brown Transwestern, Inc. · Missouri · Real Estate

$6M in assets, 113 participants

Balke Brown Transwestern, Inc.'s Balke Brown Transwestern, Inc. Employee Stock Ownership Plan reported $6M in total assets and 113 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.

  • #3,634 in Real Estate (5,057 peers)

Coverage in Missouri

Balke Brown Transwestern, Inc. Employee Stock Ownership Plan covers 113 participants in Missouri, about 15% of the average Missouri filer (state average ~737 per filing). Assets: $6M.

#3,634
in Real Estate (5,057 peers)
+2.3%
assets growth YoY

Balke Brown Transwestern, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Real Estate and all filers

Balke Brown Transwestern, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,112,712 Top 45% higher than 55% 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

Balke Brown Transwestern, Inc. Employee Stock Ownership Plan 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. Balke Brown Transwestern, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (113 participants).

EBSA filing schedule strip

Filing strip 431176330 · Balke Brown Transwestern, Inc. PY 2022 · ESOP

Balke Brown Transwestern, Inc. Employee Stock Ownership Plan · $6M · 113 · 55th

  • SCH $6M
  • EBSA 113
  • PART 55th
  • TYPE ESOP
  • NET near Surplus City Liquidators Corp. Employee Stock Ownership Plan
  • BOOK ind #3634

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 →

Balke Brown Transwestern, Inc. Employee Stock Ownership Plan in the asset neighbourhood

International Hydraulics, Inc. Employee Stock Ownership PlanInternational Hydraulics, In…$6MBalke Brown Transwestern, Inc. Employee Stock Ownership PlanBalke Brown Transwestern, In…$6MSurplus City Liquidators Corp. Employee Stock Ownership PlanSurplus City Liquidators Cor…$6MMgc Roofing & Construction, Inc. Employee Stock Ownership PlanMgc Roofing & Construction, …$6MKjt Group, Inc. Employee Stock Ownership PlanKjt Group, Inc. Employee Sto…$6M
End-of-year total assets ($M) among Balke Brown Transwestern, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$653K
Employer EIN431176330
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balke Brown Transwestern, Inc.)

Sponsor-wide plan assets over time

All Balke Brown Transwestern, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 37.83343929845945% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.4M $14.4M ▲ +37.8%
Year Plans Participants Total Assets
2022 2 257 $10M
2023 2 306 $12M
2024 2 334 $14M

Nearby ESOP Plans in Missouri

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

Balke Brown Transwestern, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1012345 Total assets ($B) Participants Balke Brown Transwestern, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.006112712 · Participants: 113Balke Brown Transwestern, 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
Balke Brown Transwestern, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Balke Brown Transwestern, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest ESOP by assets is Surplus City Liquidators Corp. Employee Stock Ownership Plan in IN ($6M); by covered participants it is Summit Employee Stock Ownership Plan in SC (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Balke Brown Transwestern, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Balke Brown Transwestern, Inc. Employee Stock Ownership Plan edged up modestly - up 2.3% during 2022, from $6M to $6M. Reported net income was $653K.
How have Balke Brown Transwestern, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balke Brown Transwestern, Inc.'s sponsor-wide assets grew 37.8%, from $10M to $14M.
Which ESOP plans are similar in size to Balke Brown Transwestern, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Surplus City Liquidators Corp. Employee Stock Ownership Plan in IN ($6M, 26 participants).
Which ESOP plans cover a similar participant headcount to Balke Brown Transwestern, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Summit Employee Stock Ownership Plan in SC (113 participants, N/A 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 431176330.

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.