ESOP · DOL Form 5500 · 2022

Bardex Corporation ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
39
Participants Small participant base
79th
Percentile by assets National rank
$590,231
Avg per participant High balance/head
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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.

  • #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.

#14,584
in Manufacturing (20,602 peers)
+35.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Bardex Corporation Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Bardex Corporation 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. Bardex Corporation Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 953793000 · Bardex Corporation PY 2022 · ESOP

Bardex Corporation Employee Stock Ownership Plan · $23M · 39 · 79th

  • 5500 $23M
  • ASSETS 39
  • PCT 79th
  • EIN ESOP
  • RANK near General Rubber & Plastics of Louisville, Inc. Employee Stock Ownership Plan
  • PHOTO ind #14584

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 →

Bardex Corporation Employee Stock Ownership Plan in the asset neighbourhood

Bardex Corporation Employee Stock Ownership PlanBardex Corporation Employee …$23MGeneral Rubber & Plastics of Louisville, Inc. Employee Stock Ownership PlanGeneral Rubber & Plastics of…$23MStreimer Sheet Metal Works, Inc. Amended and Restated Employee Stock Ownership PlanStreimer Sheet Metal Works, …$23MBridges Health Employee Stock Ownership PlanBridges Health Employee Stoc…$23MGha Technologies, Inc. Employee Stock Ownership PlanGha Technologies, Inc. Emplo…$23M
End-of-year total assets ($M) among Bardex Corporation 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)$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)

Sponsor-wide plan assets over time

All Bardex Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$24M 3.527601598522195% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23M $23.8M ▲ +3.5%
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 Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Bardex Corporation Employee Stock Ownership Plan, Total assets ($B): 0.023019011 · Participants: 39Bardex Corporation Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Bardex Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Bardex Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Bardex Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is General Rubber & Plastics of Louisville, Inc. Employee Stock Ownership Plan in KY ($23M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 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).
Which ESOP plans cover a similar participant headcount to Bardex Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants, $3M 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 953793000.

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.