ESOP · DOL Form 5500 · 2022

Balke Brown Transwestern, Inc. ESOP

Data updated 2026-08-11

$6M
Total assets
113
Participants
55th
Percentile by assets
$54,095
Avg per participant
PlainRetire home → About this data

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.

  • 55th percentile by assets (of 139,126 plans)
  • #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.

$6M
total plan assets (2022 EOY)
113
covered participants
55th
percentile by assets (of 139,126 plans)
$54,095
avg assets per participant

Where Balke Brown Transwestern, Inc. Employee Stock Ownership Plan sits by total assets

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 $2,010,000,000 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

State
Missouri
Industry
Real Estate

Participants vs Missouri filers

In Missouri, the average filing covers about 737 participants across 2,297 plans. Balke Brown Transwestern, Inc. Employee Stock Ownership Plan reports 113 participants - about 15% of that state average ($6M EOY assets).

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.)

$10M$12M$14M$16M 202220232024 $10.4M $14.4M ▲ +37.8%
Total plan assets by year, all Balke Brown Transwestern, Inc. plans on file
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 ($B) Participants Balke Brown Transwes…, Total assets ($B): 0.006112712 · Participants: 113Balke Brown Transwes…Burns & Mcdonnell, I…, Total assets ($B): 3.96136732 · Participants: 7358Burns & Mcdonnell, I…Mccarthy Employee St…, Total assets ($B): 1.201297589 · Participants: 3252Mccarthy Employee St…Arco DB Companies, I…, Total assets ($B): 0.353124189 · Participants: 432Arco DB Companies, I…Je Dunn Employee Sto…, Total assets ($B): 0.332246957 · Participants: 2641Je Dunn Employee Sto…Src Employee Stock O…, Total assets ($B): 0.238180744 · Participants: 1388Src Employee Stock O…
Balke Brown Transwestern, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Balke Brown Transwestern, Inc. Employee … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Balke Brown Transwestern, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Balke Brown Transwestern, Inc. Employee …

Filing takeaways

Ways to act on Balke Brown Transwestern, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Balke Brown Transwestern, 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 Missouri. Compare plans
  • Balke Brown Transwestern, Inc.'s sponsor-wide assets have grown 37.8% since 2022 across 3 plan years on file. More Real Estate plans

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.