ESOP · DOL Form 5500 · 2022

Branca Holdings, Inc. ESOP

Data updated 2026-08-25

$728K
Total assets Small plan by assets
52
Participants Small participant base
22nd
Percentile by assets National rank
$14,005
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Branca Holdings, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Branca Holdings, Inc. · Missouri · Other Services

$728K in assets, 52 participants

Branca Holdings, Inc.'s Branca Holdings, Inc. Employee Stock Ownership Plan and Trust reported $728K in total assets and 52 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,759 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Branca Holdings, Inc. Employee Stock Ownership Plan and Trust ranks #3,759 of 8,398 2022 filers by assets (2756% of the sector average)-$728K for 52 participants.

#3,759
in Other Services (8,398 peers)
-2.1%
assets change YoY

Branca Holdings, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Branca Holdings, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$728,272 22nd percentile higher than 22% 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

Branca Holdings, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Branca Holdings, Inc. Employee Stock Ownership Plan and Trust is a small filing (52 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 431501977 · Branca Holdings, Inc. PY 2022 · ESOP

Branca Holdings, Inc. Employee Stock Ownership Plan and Trust · $728K · 52 · 22nd

  • SCH $728K
  • EBSA 52
  • PART 22nd
  • TYPE ESOP
  • NET near Town & Country Group Employee Stock Ownership Plan
  • BOOK ind #3759

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 →

Branca Holdings, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Branca Holdings, Inc. Employee Stock Ownership Plan and TrustBranca Holdings, Inc. Employ…$728KTown & Country Group Employee Stock Ownership PlanTown & Country Group Employe…$729KZick Business Advisors, Inc. ESOPZick Business Advisors, Inc.…$729KN-Link Corporation Employee Stock Ownership PlanN-Link Corporation Employee …$730KBeacon Electric Company Employee Stock Ownership PlanBeacon Electric Company Empl…$730K
End-of-year total assets ($M) among Branca Holdings, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$744K
Net Assets (End of Year)$728K
Net Income$35K
Employer EIN431501977
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Branca Holdings, Inc.)

Sponsor-wide plan assets over time

All Branca Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$208K 71.3708614363864% vs 2022
2023 filing year
$0M$0.2M$0.4M$0.6M$0.8M 20222023 $0.73M $0.21M ▼ -71.2%
Year Plans Participants Total Assets
2022 1 52 $728K
2023 1 48 $208K

Nearby ESOP Plans in Missouri

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

Branca Holdings, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1012345 Total assets ($B) Participants Branca Holdings, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000728272 · Participants: 52Branca Holdings, Inc. Employee Stock Ownership Plan and TrustBurns & 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
Branca Holdings, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Branca Holdings, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Missouri, the nearest ESOP by assets is Town & Country Group Employee Stock Ownership Plan in MI ($729K); by covered participants it is Airport Specialty Products, Inc. ESOP in CA (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Branca Holdings, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Branca Holdings, Inc. Employee Stock Ownership Plan and Trust edged down modestly - down 2.1% during 2022, from $744K to $728K. Reported net income was $35K.
How have Branca Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Branca Holdings, Inc.'s sponsor-wide assets declined 71.4%, from $728K to $208K.
Where does Branca Holdings, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Branca Holdings, Inc. Employee Stock Ownership Plan and Trust ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Branca Holdings, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Town & Country Group Employee Stock Ownership Plan in MI ($729K, N/A participants).
Which ESOP plans cover a similar participant headcount to Branca Holdings, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Airport Specialty Products, Inc. ESOP in CA (52 participants, $6M 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 431501977.

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.