ESOP · DOL Form 5500 · 2022
F. R. Bell & Associates, Inc. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $175,888
- Avg per participant Above avg balance/head
Official DOL plan name: F. R. Bell & Associates Employee Stock Ownership Plan · Sponsored by F. R. Bell & Associates, Inc. · Alaska · Professional & Technical Services
$3M in assets, 16 participants
F. R. Bell & Associates, Inc.'s F. R. Bell & Associates Employee Stock Ownership Plan reported $3M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.
- #7,855 in Professional & Technical Services (21,562 peers)
F. R. Bell & Associates, Inc. multi-year trail
F. R. Bell & Associates, Inc.'s plans moved -25.2% in assets from 2022 to 2024; this filing shows F. R. Bell & Associates Employee Stock Ownership Plan at $3M / 16 participants.
- #7,855
- in Professional & Technical Services (21,562 peers)
- -23.7%
- assets change YoY
The plan reported a net loss of $873K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
F. R. Bell & Associates Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
F. R. Bell & Associates Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,814,215 39th percentile higher than 39% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
F. R. Bell & Associates 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. F. R. Bell & Associates Employee Stock Ownership Plan is a small filing (16 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 920128211 · F. R. Bell & Associates, Inc. PY 2022 · ESOP
F. R. Bell & Associates Employee Stock Ownership Plan · $3M · 16 · 39th
- VS-ST $3M
- BOY 16
- SCH 39th
- EBSA ESOP
- PART near The Gledhill Road Machinery Co Employee Stock Ownership Plan
- TYPE ind #7855
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 Alaska →
F. R. Bell & Associates Employee Stock Ownership Plan in the asset neighbourhood
F. R. Bell & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All F. R. Bell & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 25.157459540227027% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $3M |
| 2023 | 1 | 15 | $3M |
| 2024 | 1 | 16 | $2M |
F. R. Bell & Associates, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$873K |
| Employer EIN | 920128211 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Alaska
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust $32M · 43
- Alaska Rubber & Supply, Inc. Employee Stock Ownership Plan and Trust $24M · 125
- Alaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and Trust $21M · 51
- Tyler Rental, Inc. Employee Stock Ownership Plan and Trust $18M · N/A
- Alaska Rent-a-Car, Inc. Employee Stock Ownership Plan $16M · 136
F. R. Bell & Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Alaska, the nearest ESOP by assets is The Gledhill Road Machinery Co Employee Stock Ownership Plan in OH ($3M); by covered participants it is Carcione's Fresh Produce Co., Inc. Employee Stock Ownership Plan in CA (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (16 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.