ESOP · DOL Form 5500 · 2023
Beaty Holding Group, Inc. ESOP
Data updated 2026-08-11
- $15M
- Total assets
- 50
- Participants
- 68th
- Percentile by assets
- $307,837
- Avg per participant
Official DOL plan name: Beaty Holding Group, Inc. Employee Stock Ownership Plan · Sponsored by Beaty Holding Group, Inc. · Indiana · Construction
$15M in assets, 50 participants
Beaty Holding Group, Inc.'s Beaty Holding Group, Inc. Employee Stock Ownership Plan reported $15M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- 68th percentile by assets (of 127,072 plans)
- #5,988 in Construction (9,030 peers)
Beaty Holding Group, Inc. multi-year trail
Beaty Holding Group, Inc.'s plans moved +87.6% in assets from 2022 to 2024; this filing shows Beaty Holding Group, Inc. Employee Stock Ownership Plan at $15M / 50 participants.
- $15M
- total plan assets (2023 EOY)
- 50
- covered participants
- 68th
- percentile by assets (of 127,072 plans)
- $307,837
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Beaty Holding Group, Inc. Employee Stock Ownership Plan reported net income rose from $414K in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Beaty Holding Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Beaty Holding Group, Inc. Employee Stock Ownership Plan reported participants fell from 52 in the plan year 2022 filing to 50 in the plan year 2023 filing.
Beaty Holding Group, Inc. across 3 plan years on file
Across the 3 plan years Beaty Holding Group, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $12M to $22M, a gain of 87.6%, while reported participants moved from 52 to 62 (+19.2%). Peak year by sponsor assets: 2024 ($22M); trough: 2022 ($12M).
Beaty Holding Group, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 52 | $12M |
| 2023 | 1 | 50 | $15M |
| 2024 | 1 | 62 | $22M |
Beaty Holding Group, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $4M |
| Employer EIN | 862378931 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
Beaty Holding Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
- Urschel Laboratories Employee Stock Ownership Plan $366M · 487
- Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Beaty Holding Group, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Beaty Holding Group, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Beaty Holding Group, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
- Beaty Holding Group, Inc.'s sponsor-wide assets have grown 87.6% since 2022 across 3 plan years on file. More Construction plans