ESOP · DOL Form 5500 · 2023

Babsco Supply ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
15
Participants Small participant base
41st
Percentile by assets National rank
$275,119
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Babsco Supply Employee Stock Ownership Plan · Sponsored by Babsco Supply · Indiana · Manufacturing

$4M in assets, 15 participants

Babsco Supply's Babsco Supply Employee Stock Ownership Plan reported $4M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,491 in Manufacturing (18,722 peers)

What the 2023 filing shows

Babsco Supply Employee Stock Ownership Plan holds $4M for 15 participants - about $275,119 per participant, in the lower half of filed plans by assets.

#4,491
in Manufacturing (18,722 peers)
+2.1%
assets growth YoY

Babsco Supply Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Babsco Supply Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,126,783 41st percentile higher than 41% of 127,068 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 2023

Babsco Supply Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Babsco Supply Employee Stock Ownership Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Babsco Supply Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to $187K in the plan year 2023 filing.
  • Babsco Supply Employee Stock Ownership Plan reported participants fell from 16 in the plan year 2022 filing to 15 in the plan year 2023 filing.
  • Babsco Supply Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 352038701 · Babsco Supply PY 2023 · ESOP

Babsco Supply Employee Stock Ownership Plan · $4M · 15 · 41st

  • BOY $4M
  • SCH 15
  • EBSA 41st
  • PART ESOP
  • TYPE near Bogota Savings Bank Employee Stock Ownership Plan
  • NET ind #4491

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 Indiana →

Babsco Supply Employee Stock Ownership Plan in the asset neighbourhood

Babsco Supply Employee Stock Ownership PlanBabsco Supply Employee Stock…$4MBogota Savings Bank Employee Stock Ownership PlanBogota Savings Bank Employee…$4MThe Martindale Electric Company Employee Stock Ownership PlanThe Martindale Electric Comp…$4MNuckles Employee Stock Ownership PlanNuckles Employee Stock Owner…$4MCommunity Bank of the Chesapeake Employee Stock Ownership Plan and TrustCommunity Bank of the Chesap…$4M
End-of-year total assets ($M) among Babsco Supply Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income$187K
Employer EIN352038701
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Babsco Supply)

Sponsor-wide plan assets over time

All Babsco Supply plans reported in each filing year

Latest sponsor-wide plan assets
$4M 6.858329187034252% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M 202220232024 $4.04M $3.76M ▼ -6.9%
Year Plans Participants Total Assets
2022 1 16 $4M
2023 1 15 $4M
2024 1 17 $4M

Nearby ESOP Plans in Indiana

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

Babsco Supply Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Babsco Supply Employee Stock Ownership Plan, Total assets ($B): 0.004126783 · Participants: 15Babsco Supply Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Babsco Supply Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants

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

Outside Indiana, the nearest ESOP by assets is Bogota Savings Bank Employee Stock Ownership Plan in NJ ($4M); by covered participants it is First National Bank of Sparta Profit Sharing Plan in IL (15 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Babsco Supply Employee Stock Ownership Plan assets move in 2023?
Babsco Supply Employee Stock Ownership Plan edged up modestly - up 2.1% during 2023, from $4M to $4M. Reported net income was $187K.
How have Babsco Supply plan assets changed over time?
Across 3 plan years on file (2022-2024), Babsco Supply's sponsor-wide assets declined 6.9%, from $4M to $4M.
Which ESOP plans are similar in size to Babsco Supply Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Bogota Savings Bank Employee Stock Ownership Plan in NJ ($4M, 49 participants).
Which ESOP plans cover a similar participant headcount to Babsco Supply Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is First National Bank of Sparta Profit Sharing Plan in IL (15 participants, $2M in assets).