ESOP · DOL Form 5500 · 2022

Bardex Corporation ESOP

Data updated 2026-08-11

$23M
Total assets
39
Participants
79th
Percentile by assets
$590,231
Avg per participant
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Official DOL plan name: Bardex Corporation Employee Stock Ownership Plan · Sponsored by Bardex Corporation · California · Manufacturing

$23M in assets, 39 participants

Bardex Corporation's Bardex Corporation Employee Stock Ownership Plan reported $23M in total assets and 39 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • 79th percentile by assets (of 139,126 plans)
  • #14,584 in Manufacturing (20,602 peers)

Where Bardex Corporation Employee Stock Ownership Plan sits by assets

Bardex Corporation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $23M for 39 participants (~$590,231/participant), up 35.2% in 2022.

$23M
total plan assets (2022 EOY)
39
covered participants
79th
percentile by assets (of 139,126 plans)
$590,231
avg assets per participant

Where Bardex Corporation Employee Stock Ownership Plan sits by total assets

Bardex Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$23,019,011 Top 21% higher than 79% 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

State
Industry

Bardex Corporation Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Bardex Corporation Employee Stock Ownership Plan outranks 79% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$12M
Net Income$7M
Employer EIN953793000
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bardex Corporation)

$22M$24M$26M$28M$30M 202220232024 $23M $23.8M ▲ +3.5%
Total plan assets by year, all Bardex Corporation plans on file
Year Plans Participants Total Assets
2022 1 39 $23M
2023 1 47 $28M
2024 1 64 $24M

Nearby ESOP Plans in California

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

Bardex Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Bardex Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Bardex Corporation E…Parsons Employee Sto…Acco Employee Stock …Rosendin Electric, I…Recology Employee St…Agron, Inc. Employee…
Bardex Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Bardex Corporation Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Bardex Corporation Employee Stock Ownership Plan assets move in 2022?
Bardex Corporation Employee Stock Ownership Plan surged - up 35.2% during 2022, from $17M to $23M. Reported net income was $7M.
How have Bardex Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Bardex Corporation's sponsor-wide assets grew 3.5%, from $23M to $24M.
Where does Bardex Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Bardex Corporation Employee Stock Ownership Plan ranks in the 79th 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 Bardex Corporation Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is General Rubber & Plastics of Louisville, Inc. Employee Stock Ownership Plan in KY ($23M, 69 participants).

Next read for Bardex Corporation Employee Stock Owners…

Scale reading

Ways to act on Bardex Corporation Employee Stock Ownership Plan's numbers.

  • By total assets, Bardex Corporation Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • Bardex Corporation's sponsor-wide assets have grown 3.5% since 2022 across 3 plan years on file. More Manufacturing plans