ESOP · DOL Form 5500 · 2022

Bartlett & West, Inc. ESOP

Data updated 2026-08-25

$49M
Total assets Below avg plan size
351
Participants Below avg headcount
88th
Percentile by assets National rank
$139,321
Avg per participant Near avg balance/head
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Official DOL plan name: Bartlett & West, Inc. Employee Stock Ownership Plan · Sponsored by Bartlett & West, Inc. · Kansas · Professional & Technical Services

$49M in assets, 351 participants

Bartlett & West, Inc.'s Bartlett & West, Inc. Employee Stock Ownership Plan reported $49M in total assets and 351 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #19,158 in Professional & Technical Services (21,562 peers)

Where Bartlett & West, Inc. Employee Stock Ownership Plan sits by assets

Bartlett & West, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $49M for 351 participants (~$139,321/participant), up 16.0% in 2022.

#19,158
in Professional & Technical Services (21,562 peers)
+16.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Bartlett & West, Inc. Employee Stock Ownership Plan's outsized position by total assets

Bartlett & West, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$48,901,831 Top 12% higher than 88% 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

Bartlett & West, Inc. 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. Bartlett & West, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (351 participants).

DOL schedule card

Filing strip 480770612 · Bartlett & West, Inc. PY 2022 · ESOP

Bartlett & West, Inc. Employee Stock Ownership Plan · $49M · 351 · 88th

  • RANK $49M
  • PHOTO 351
  • IND 88th
  • EOY ESOP
  • 5500 near Liberty Pumps Employee Stock Ownership Plan
  • ASSETS ind #19158

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 Kansas →

Bartlett & West, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bartlett & West, Inc. Employee Stock Ownership PlanBartlett & West, Inc. Employ…$49MLiberty Pumps Employee Stock Ownership PlanLiberty Pumps Employee Stock…$49MArco/Murray National Holdings, Inc. Employee Stock Ownership PlanArco/Murray National Holding…$49MWallner Expac Employer Stock Ownership PlanWallner Expac Employer Stock…$49MDiscount Drug Mart, Inc. Employee Stock Ownership PlanDiscount Drug Mart, Inc. Emp…$49M
End-of-year total assets ($M) among Bartlett & West, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$49M
Net Income$7M
Employer EIN480770612
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bartlett & West, Inc.)

Sponsor-wide plan assets over time

All Bartlett & West, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$142M 63.32280520825822% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $87.1M $142M ▲ +63.3%
Year Plans Participants Total Assets
2022 2 684 $87M
2023 2 715 $106M
2024 2 815 $142M

Nearby ESOP Plans in Kansas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Bartlett & West, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. 2004006008001000 0100200300400 Total assets ($M) Participants Bartlett & West, Inc. Employee Stock Ownership Plan, Total assets ($M): 48.901831 · Participants: 351Bartlett & West, Inc. Employee Stock Ownership PlanPbi-Gordon Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 369.500071 · Participants: 506Pbi-Gordon Companies, Inc. Employee Stock Ownership PlanHarcros Chemicals, Inc. Employee Stock Ownership Plan, Total assets ($M): 224.759718 · Participants: 560Harcros Chemicals, Inc. Employee Stock Ownership PlanMmc Corp Employee Stock Ownership Plan, Total assets ($M): 224.129068 · Participants: 867Mmc Corp Employee Stock Ownership PlanGlobe Engineering Co Inc Employee Stock Ownership Plan and Trust, Total assets ($M): 133.421113 · Participants: 244Globe Engineering Co Inc Employee Stock Ownership Plan and TrustInland Truck Parts Company Employee Stock Ownership Plan and Trust, Total assets ($M): 77.703859 · Participants: 603Inland Truck Parts Company Employee Stock Ownership Plan and Trust
Bartlett & West, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Bartlett & West, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Bartlett & West, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kansas, the nearest ESOP by assets is Liberty Pumps Employee Stock Ownership Plan in NY ($49M); by covered participants it is Garrison, Inc. Employee Stock Ownership Plan in AL (351 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (351 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 Bartlett & West, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Bartlett & West, Inc. Employee Stock Ownership Plan grew sharply - up 16.0% during 2022, from $42M to $49M. Reported net income was $7M.
How have Bartlett & West, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bartlett & West, Inc.'s sponsor-wide assets grew 63.3%, from $87M to $142M.
Where does Bartlett & West, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bartlett & West, Inc. Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Bartlett & West, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Liberty Pumps Employee Stock Ownership Plan in NY ($49M, 344 participants).
Which ESOP plans cover a similar participant headcount to Bartlett & West, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Garrison, Inc. Employee Stock Ownership Plan in AL (351 participants, $41M 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 480770612.

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.