ESOP · DOL Form 5500 · 2022

Barr Brands International, Inc. ESOP

Data updated 2026-08-25

$449M
Total assets Above avg plan size
312
Participants Below avg headcount
98th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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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.

  • #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.

#19,803
in Manufacturing (20,602 peers)
-4.3%
assets change YoY
4.5×
vs typical plan assets (national mean)

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.

Barr Brands International Amended and Restated Employee Stock Ownership Plan's outsized position by total assets

Barr Brands International Amended and Restated Employee Stock Ownership Plan vs every filed plan by assets

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

$448,826,239 Top 2% higher than 98% 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

Barr Brands International Amended and Restated Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barr Brands International Amended and Restated Employee Stock Ownership Plan sits mid-pack in the medium band (312 participants).

EBSA filing schedule strip

Filing strip 461120364 · Barr Brands International, Inc. PY 2022 · ESOP

Barr Brands International Amended and Restated Employee Stock Ownership Plan · $449M · 312 · 98th

  • 5500 $449M
  • ASSETS 312
  • PCT 98th
  • EIN ESOP
  • RANK near Cleveland Steel Container Corporation Employee Stock Ownership Plan
  • PHOTO ind #19803

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 Tennessee →

Barr Brands International Amended and Restated Employee Stock Ownership Plan in the asset neighbourhood

Agron, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock O…$456MBarr Brands International Amended and Restated Employee Stock Ownership PlanBarr Brands International Am…$449MCleveland Steel Container Corporation Employee Stock Ownership PlanCleveland Steel Container Co…$445MVan Meter Industrial, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. E…$437MPacific Hide & Fur Depot D/B/a Pacific Steel and Recycling Employee Stock Ownership Plan and TrustPacific Hide & Fur Depot D/B…$436M
End-of-year total assets ($M) among Barr Brands International Amended and Restated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$469M
Net Assets (End of Year)$375M
Net Income-$18M
Employer EIN461120364
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barr Brands International, Inc.)

Sponsor-wide plan assets over time

All Barr Brands International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$495M 6.551790815924624% vs 2022
2024 filing year
$440M$460M$480M$500M 202220232024 $464M $495M ▲ +6.6%
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 Scatter plot of 6 data points. 01000200030004000 0100200300400500 Total assets ($M) Participants Barr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 448.826239 · Participants: 312Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 199.960184 · Participants: 184Zander Group Holdings, Inc. Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.475903 · Participants: 5053ls, Inc. Employee Stock Ownership PlanPaladin Capital, Inc. ESOP, Total assets ($M): 99.01375 · Participants: 3771Paladin Capital, Inc. ESOPChurchill Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 93.135811 · Participants: 512Churchill Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 90.893113 · Participants: 1824National Health Corp Leveraged Employee Stock Ownership Plan
Barr Brands International Amended and Restated Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Barr Brands International Amended and Restated Employee Stock Ownership Plan side-by-side with 3 peers →

Barr Brands International Amended and Restated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Cleveland Steel Container Corporation Employee Stock Ownership Plan in OH ($445M); by covered participants it is Trimark Corporation Employee Stock Ownership Plan in IA (312 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (312 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 Barr Brands International Amended and Restated Employee Stock Ownership Plan assets move in 2022? ▼
Barr Brands International Amended and Restated Employee Stock Ownership Plan edged down modestly - down 4.3% during 2022, from $469M to $449M. Reported net income was -$18M.
How have Barr Brands International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barr Brands International, Inc.'s sponsor-wide assets grew 6.6%, from $464M to $495M.
Where does Barr Brands International Amended and Restated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Barr Brands International Amended and Restated Employee Stock Ownership Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Barr Brands International Amended and Restated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cleveland Steel Container Corporation Employee Stock Ownership Plan in OH ($445M, 407 participants).
Which ESOP plans cover a similar participant headcount to Barr Brands International Amended and Restated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Trimark Corporation Employee Stock Ownership Plan in IA (312 participants, $39M 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 461120364.

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.