ESOP · DOL Form 5500 · 2023

Barker-Phillips-Jackson, Inc ESOP

Data updated 2026-08-11

$43M
Total assets: 57
Participants: 84th
Percentile by assets: $748,434
Avg per participant

Official DOL plan name: Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan · Sponsored by Barker-Phillips-Jackson, Inc · Missouri · Finance & Insurance

$43M in assets, 57 participants

Barker-Phillips-Jackson, Inc's Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan reported $43M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

84th percentile by assets (of 127,072 plans)
#6,661 in Finance & Insurance (8,869 peers)

Where Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan sits by assets

Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $43M for 57 participants (~$748,434/participant), up 17.9% in 2023.

$43M
total plan assets (2023 EOY): 57
covered participants: 84th
percentile by assets (of 127,072 plans): $748,434
avg assets per participant

Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan end-of-year assets rose from $36M in the plan year 2022 filing to $43M in the plan year 2023 filing.
Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan reported participants rose from 56 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Missouri

Industry

Finance & Insurance

Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan outranks 84% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$36M
Net Assets (End of Year)	$29M
Net Income	$5M
Employer EIN	430907174
Plan Effective Date	1968-08-12
Filing Status	FILING RECEIVED

Sponsor Plan History (Barker-Phillips-Jackson, Inc)

Total plan assets by year, all Barker-Phillips-Jackson, Inc plans on file

Year	Plans	Participants	Total Assets
2022	1	56	$36M
2023	1	57	$43M
2024	1	60	$48M

Nearby ESOP Plans in Missouri

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

Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants

Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $4.7B · 8,553
Mccarthy Employee Stock Ownership Plan $1.5B · 3,651
Arco DB Companies, Inc. Employee Stock Ownership Plan $443M · 560
Je Dunn Employee Stock Ownership Plan and Trust $429M · 2,457
Emery Sapp Employee Stock Ownership Plan $313M · 1,947

Compare Barker-Phillips-Jackson, Inc. Employee S… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan by total assets, not by location.

C&k Market, Inc. Employee Stock Ownership Plan (OR) $43M · 983
Pflow Industries, Inc. Employee Stock Ownership Plan (WI) $43M · 153
Port Amherst, Ltd. Employee Stock Ownership Plan (WV) $43M · 325
Travel Store Employee Stock Ownership Plan (CA) $42M · 103

Frequently Asked Questions

How did Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan grew sharply - up 17.9% during 2023, from $36M to $43M. Reported net income was $5M.

How have Barker-Phillips-Jackson, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Barker-Phillips-Jackson, Inc's sponsor-wide assets grew 31.6%, from $36M to $48M.

Where does Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is C&k Market, Inc. Employee Stock Ownership Plan in OR ($43M, 983 participants).

Next read for Barker-Phillips-Jackson, Inc. Employee S…

Scale reading

Ways to act on Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Barker-Phillips-Jackson, Inc. 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 Missouri. Compare plans
Barker-Phillips-Jackson, Inc's sponsor-wide assets have grown 31.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 430907174.