ESOP · DOL Form 5500 · 2022

Baesop Holding Company ESOP

Data updated 2026-08-11

$15M
Total assets
57
Participants
72nd
Percentile by assets
$259,672
Avg per participant
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Official DOL plan name: The Party Source Employee Stock Ownership Plan · Sponsored by Baesop Holding Company · Kentucky · Management of Enterprises

$15M in assets, 57 participants

Baesop Holding Company's The Party Source Employee Stock Ownership Plan reported $15M in total assets and 57 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • 72nd percentile by assets (of 139,126 plans)
  • #629 in Management of Enterprises (1,193 peers)

What the 2022 filing shows

The Party Source Employee Stock Ownership Plan holds $15M for 57 participants - about $259,672 per participant, above the median plan by assets.

$15M
total plan assets (2022 EOY)
57
covered participants
72nd
percentile by assets (of 139,126 plans)
$259,672
avg assets per participant

Where The Party Source Employee Stock Ownership Plan sits by total assets

The Party Source Employee Stock Ownership Plan vs every filed plan by assets

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

$14,801,320 Top 28% higher than 72% of 139,123 filed plans

This plan $0 $2,010,000,000 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

ESOP filing for The Party Source Employee Stock Ownership Plan

ESOP filing for plan year 2022: EIN 921022905 ; effective since 2014-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income$241K
Employer EIN921022905
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baesop Holding Company)

$14.5M$15M$15.5M$16M$16.5M 202220232024 $14.8M $16.2M ▲ +9.5%
Total plan assets by year, all Baesop Holding Company plans on file
Year Plans Participants Total Assets
2022 1 57 $15M
2023 1 76 $16M
2024 1 73 $16M

Nearby ESOP Plans in Kentucky

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

The Party Source Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants The Party Source Emp…, Total assets ($B): 0.01480132 · Participants: 57The Party Source Emp…Houchens Industries,…, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries,…Stock Yards Bank & T…, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & T…Gray, Inc. Employee …, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee …Interstate Personnel…, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel…H & R Agri-Power Emp…, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Emp…
The Party Source Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to The Party Source Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did The Party Source Employee Stock Ownership Plan assets move in 2022?
The Party Source Employee Stock Ownership Plan edged up modestly - up 1.5% during 2022, from $15M to $15M. Reported net income was $241K.
How have Baesop Holding Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Baesop Holding Company's sponsor-wide assets grew 9.5%, from $15M to $16M.
Which ESOP plans are similar in size to The Party Source Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Azcon, Inc. Employee Stock Ownership Plan in IL ($15M, 32 participants).

Next read for The Party Source Employee Stock Ownershi…

Filing takeaways

Ways to act on The Party Source Employee Stock Ownership Plan's numbers.