ESOP · DOL Form 5500 · 2022
Bane-Welker, Inc. ESOP
Data updated 2026-08-11
- $37M
- Total assets
- 388
- Participants
- 85th
- Percentile by assets
- $96,334
- Avg per participant
Official DOL plan name: Bane-Welker Employee Stock Ownership Plan · Sponsored by Bane-Welker, Inc. · Indiana · Retail Trade
$37M in assets, 388 participants
Bane-Welker, Inc.'s Bane-Welker Employee Stock Ownership Plan reported $37M in total assets and 388 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 139,126 plans)
- #8,743 in Retail Trade (9,519 peers)
Where Bane-Welker Employee Stock Ownership Plan sits by assets
Bane-Welker Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $37M for 388 participants (~$96,334/participant), up 101.1% in 2022.
- $37M
- total plan assets (2022 EOY)
- 388
- covered participants
- 85th
- percentile by assets (of 139,126 plans)
- $96,334
- avg assets per participant
Bane-Welker Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Bane-Welker Employee Stock Ownership Plan outranks 85% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $19M |
| Employer EIN | 351182790 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bane-Welker, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 388 | $37M |
| 2023 | 1 | 434 | $29M |
| 2024 | 1 | 446 | $15M |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
Bane-Welker Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.5B · 3,842
- Urschel Laboratories Employee Stock Ownership Plan $315M · 467
- Nibco Inc. Employee Stock Ownership Plan $310M · 1,233
- Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan $115M · 464
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $114M · 333
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Bane-Welker Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Where does Bane-Welker Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Scale reading
Ways to act on Bane-Welker Employee Stock Ownership Plan's numbers.
- By total assets, Bane-Welker Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
- Bane-Welker, Inc.'s sponsor-wide assets have declined 61.1% since 2022 across 3 plan years on file. More Retail Trade plans