ESOP · DOL Form 5500 · 2022

Babich & Associates, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
34
Participants Small participant base
31st
Percentile by assets National rank
$47,647
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Babich & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Babich & Associates, Inc. · Texas · Administrative & Support Services

$2M in assets, 34 participants

Babich & Associates, Inc.'s Babich & Associates, Inc. Employee Stock Ownership Plan reported $2M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,667 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Babich & Associates, Inc. Employee Stock Ownership Plan ranks #2,667 of 4,927 2022 filers by assets (1781% of the sector average)-$2M for 34 participants.

#2,667
in Administrative & Support Services (4,927 peers)
-$3M
reported net income

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Babich & Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Babich & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,620,000 31st percentile higher than 31% 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

Babich & Associates, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Babich & Associates, Inc. Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 752250032 · Babich & Associates, Inc. PY 2022 · ESOP

Babich & Associates, Inc. Employee Stock Ownership Plan · $2M · 34 · 31st

  • EBSA $2M
  • PART 34
  • TYPE 31st
  • NET ESOP
  • BOOK near Mss Technologies, Inc. Employee Stock Ownership Plan
  • VS-ST ind #2667

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 Texas →

Babich & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Babich & Associates, Inc. Employee Stock Ownership PlanBabich & Associates, Inc. Em…$2MMss Technologies, Inc. Employee Stock Ownership PlanMss Technologies, Inc. Emplo…$2MPark Construction Management, Inc. Employee Stock Ownership Plan and TrustPark Construction Management…$2MGenerations Bank Employee Stock Ownership PlanGenerations Bank Employee St…$2MMauch Chunk Trust Company Employee Stock Ownership PlanMauch Chunk Trust Company Em…$2M
End-of-year total assets ($M) among Babich & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$3M
Net Income-$3M
Employer EIN752250032
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Babich & Associates, Inc.)

Sponsor-wide plan assets over time

All Babich & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$351K 78.32253086419753% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.62M $0.35M ▼ -78.4%
Year Plans Participants Total Assets
2022 1 34 $2M
2023 1 37 $549K
2024 1 32 $351K

Nearby ESOP Plans in Texas

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

Babich & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Babich & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00162 · Participants: 34Babich & Associates, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Babich & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Babich & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Babich & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Mss Technologies, Inc. Employee Stock Ownership Plan in AZ ($2M); by covered participants it is Adams Management Employee Stock Ownership Plan in GA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 have Babich & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Babich & Associates, Inc.'s sponsor-wide assets declined 78.3%, from $2M to $351K.
Which ESOP plans are similar in size to Babich & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mss Technologies, Inc. Employee Stock Ownership Plan in AZ ($2M, 49 participants).
Which ESOP plans cover a similar participant headcount to Babich & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Adams Management Employee Stock Ownership Plan in GA (34 participants, $5M 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 752250032.

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.