ESOP · DOL Form 5500 · 2022
Battery-Biz, Inc. ESOP
Data updated 2026-08-25
- $154K
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $6,400
- Avg per participant Low balance/head
Official DOL plan name: Battery-Biz Employee Stock Ownership Plan · Sponsored by Battery-Biz, Inc. · California · Wholesale Trade
$154K in assets, 24 participants
Battery-Biz, Inc.'s Battery-Biz Employee Stock Ownership Plan reported $154K in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.
- #245 in Wholesale Trade (6,843 peers)
2022 asset change
Battery-Biz Employee Stock Ownership Plan contracted severely 69.4% in 2022 ($501K → $154K) for 24 participants.
- #245
- in Wholesale Trade (6,843 peers)
- -69.4%
- assets change YoY
The plan reported a net loss of $352K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Battery-Biz Employee Stock Ownership Plan among the smaller filed plans by assets
Battery-Biz Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$153,602 9th percentile higher than 9% 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
Battery-Biz 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. Battery-Biz Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 954416307 · Battery-Biz, Inc. PY 2022 · ESOP
Battery-Biz Employee Stock Ownership Plan · $154K · 24 · 9th
- SCH $154K
- EBSA 24
- PART 9th
- TYPE ESOP
- NET near Mcwilliams Electric Co., Inc. Employee Stock Ownership Plan
- BOOK ind #245
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 California →
Battery-Biz Employee Stock Ownership Plan in the asset neighbourhood
Battery-Biz, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Battery-Biz, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $154K |
| 2023 | 1 | 24 | $36K |
| 2024 | 1 | 15 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $501K |
|---|---|
| Net Assets (End of Year) | $141K |
| Net Income | -$352K |
| Employer EIN | 954416307 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Battery-Biz Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Mcwilliams Electric Co., Inc. Employee Stock Ownership Plan in IL ($154K); by covered participants it is Econocorp, Inc. Employee Stock Ownership Plan in MA (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($154K here).
Similar participant headcount
Nearest other-state filings by covered participants (24 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.