ESOP · DOL Form 5500 · 2023

Beaty Holding Group, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
50
Participants Small participant base
68th
Percentile by assets National rank
$307,837
Avg per participant High balance/head
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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.

  • #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.

#5,988
in Construction (9,030 peers)
+31.1%
assets growth YoY

Beaty Holding Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Beaty Holding Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$15,391,833 Top 32% higher than 68% 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

Beaty Holding Group, Inc. 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. Beaty Holding Group, Inc. Employee Stock Ownership Plan is a small filing (50 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 862378931 · Beaty Holding Group, Inc. PY 2023 · ESOP

Beaty Holding Group, Inc. Employee Stock Ownership Plan · $15M · 50 · 68th

  • EIN $15M
  • RANK 50
  • PHOTO 68th
  • IND ESOP
  • EOY near Moore's Electrical & Mechanical Construction, Inc. Employee Stock Ownership Plan and Trust
  • 5500 ind #5988

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 →

Beaty Holding Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Parasec Employee Stock Ownership Plan and TrustParasec Employee Stock Owner…$15MMacpherson's Employee Stock Ownership PlanMacpherson's Employee Stock …$15MBeaty Holding Group, Inc. Employee Stock Ownership PlanBeaty Holding Group, Inc. Em…$15MMoore's Electrical & Mechanical Construction, Inc. Employee Stock Ownership Plan and TrustMoore's Electrical & Mechani…$15MPortside Builders, Inc. Employee Stock Ownership PlanPortside Builders, Inc. Empl…$15M
End-of-year total assets ($M) among Beaty Holding Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Beaty Holding Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Beaty Holding Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 87.6252366418507% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.7M $22M ▲ +87.6%
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 EIN862378931
Plan Effective Date2021-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Beaty Holding Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.015391833 · Participants: 50Beaty Holding Group, Inc. 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
Beaty Holding Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Beaty Holding Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Beaty Holding Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Moore's Electrical & Mechanical Construction, Inc. Employee Stock Ownership Plan and Trust in VA ($15M); by covered participants it is Tc Federal Bank Employee Stock Ownership Plan in GA (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.

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 Beaty Holding Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Beaty Holding Group, Inc. Employee Stock Ownership Plan surged - up 31.1% during 2023, from $12M to $15M. Reported net income was $4M.
How have Beaty Holding Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beaty Holding Group, Inc.'s sponsor-wide assets grew 87.6%, from $12M to $22M.
Which ESOP plans are similar in size to Beaty Holding Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Moore's Electrical & Mechanical Construction, Inc. Employee Stock Ownership Plan and Trust in VA ($15M, 524 participants).
Which ESOP plans cover a similar participant headcount to Beaty Holding Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tc Federal Bank Employee Stock Ownership Plan in GA (50 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 862378931.

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.