ESOP · DOL Form 5500 · 2022
Barr Brands International, Inc. ESOP
Data updated 2026-08-11
- $449M
- Total assets
- 312
- Participants
- 98th
- Percentile by assets
- $1.4M
- Avg per participant
Official DOL plan name: Barr Brands International Amended and Restated Employee Stock Ownership Plan · Sponsored by Barr Brands International, Inc. · Tennessee · Manufacturing
$449M in assets, 312 participants
Barr Brands International, Inc.'s Barr Brands International Amended and Restated Employee Stock Ownership Plan reported $449M in total assets and 312 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #19,803 in Manufacturing (20,602 peers)
Coverage in Tennessee
Barr Brands International Amended and Restated Employee Stock Ownership Plan covers 312 participants in Tennessee, about 28% of the average Tennessee filer (state average ~1,126 per filing). Assets: $449M.
- $449M
- total plan assets (2022 EOY)
- 312
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $1.4M
- avg assets per participant
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Barr Brands International Amended and Restated Employee Stock Ownership Plan reports 312 participants - about 28% of that state average ($449M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $469M |
|---|---|
| Net Assets (End of Year) | $375M |
| Net Income | -$18M |
| Employer EIN | 461120364 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barr Brands International, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 632 | $464M |
| 2023 | 2 | 775 | $445M |
| 2024 | 2 | 804 | $495M |
Nearby ESOP Plans in Tennessee
Peer ESOP plans, same state, same plan type, ranked by total assets.
Barr Brands International Amended and Restated Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
- Zander Group Holdings, Inc. Employee Stock Ownership Plan $200M · 184
- 3ls, Inc. Employee Stock Ownership Plan $118M · 505
- Paladin Capital, Inc. ESOP $99M · 3,771
- Churchill Holdings, Inc. Employee Stock Ownership Plan $93M · 512
- National Health Corp Leveraged Employee Stock Ownership Plan $91M · 1,824
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Barr Brands International Amended and Restated Employee Stock Ownership Plan by total assets, not by location.
- Cleveland Steel Container Corporation Employee Stock Ownership Plan (OH) $445M · 407
- Agron, Inc. Employee Stock Ownership Plan (CA) $456M · 70
- Van Meter Industrial, Inc. Employee Stock Ownership Plan (IA) $437M · 774
- Pacific Hide & Fur Depot D/B/a Pacific Steel and Recycling Employee Stock Ownership Plan and Trust (MT) $436M · 800
Frequently Asked Questions
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Filing takeaways
Ways to act on Barr Brands International Amended and Restated Employee Stock Ownership Plan's numbers.
- By total assets, Barr Brands International Amended and Restated Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Tennessee. Compare plans
- Barr Brands International, Inc.'s sponsor-wide assets have grown 6.6% since 2022 across 3 plan years on file. More Manufacturing plans