ESOP · DOL Form 5500 · 2022

Baesop Holding Company ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
57
Participants Small participant base
72nd
Percentile by assets National rank
$259,672
Avg per participant Above avg balance/head
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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.

  • #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.

#629
in Management of Enterprises (1,193 peers)
+1.5%
assets growth YoY

The Party Source Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

The Party Source 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. The Party Source Employee Stock Ownership Plan is a small filing (57 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 921022905 · Baesop Holding Company PY 2022 · ESOP

The Party Source Employee Stock Ownership Plan · $15M · 57 · 72nd

  • PHOTO $15M
  • PHOTO 57
  • PHOTO 72nd
  • PHOTO ESOP
  • PHOTO near Azcon, Inc. Employee Stock Ownership Plan
  • PHOTO ind #629

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 Kentucky →

The Party Source Employee Stock Ownership Plan in the asset neighbourhood

Admix, Inc. Employee Stock Ownership PlanAdmix, Inc. Employee Stock O…$15MMartin Bros./Marcowall, Inc. Employee Stock Ownership PlanMartin Bros./Marcowall, Inc.…$15MFlagship Converters, Inc. Employee Stock Ownership PlanFlagship Converters, Inc. Em…$15MThe Party Source Employee Stock Ownership PlanThe Party Source Employee St…$15MAzcon, Inc. Employee Stock Ownership PlanAzcon, Inc. Employee Stock O…$15M
End-of-year total assets ($M) among The Party Source Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Baesop Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$16M 9.533284869187343% vs 2022
2024 filing year
$14.5M$15M$15.5M$16M$16.5M 202220232024 $14.8M $16.2M ▲ +9.5%
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 ($B) Participants The Party Source Employee Stock Ownership Plan, Total assets ($B): 0.01480132 · Participants: 57The Party Source Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Employee Stock Ownership Plan
The Party Source Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants

The Party Source Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Azcon, Inc. Employee Stock Ownership Plan in IL ($15M); by covered participants it is Hunzinger Construction Company Employee Stock Ownership Plan in WI (57 participants). Same-state nearby plans are listed separately above.

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 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).
Which ESOP plans cover a similar participant headcount to The Party Source Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hunzinger Construction Company Employee Stock Ownership Plan in WI (57 participants, $10M in assets).