ESOP · DOL Form 5500 · 2023

Barrett Tree Service East, Inc. ESOP

Data updated 2026-08-25

$253K
Total assets Small plan by assets
54
Participants Small participant base
12th
Percentile by assets National rank
$4,687
Avg per participant Low balance/head
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Official DOL plan name: Btse Employee Stock Ownership Plan · Sponsored by Barrett Tree Service East, Inc. · Massachusetts · Professional & Technical Services

$253K in assets, 54 participants

Barrett Tree Service East, Inc.'s Btse Employee Stock Ownership Plan reported $253K in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,945 in Professional & Technical Services (20,321 peers)

Barrett Tree Service East, Inc. multi-year trail

Barrett Tree Service East, Inc.'s plans moved +464.9% in assets from 2022 to 2024; this filing shows Btse Employee Stock Ownership Plan at $253K / 54 participants.

#1,945
in Professional & Technical Services (20,321 peers)
+154.7%
assets growth YoY

Btse Employee Stock Ownership Plan among the smaller filed plans by assets

Btse Employee Stock Ownership Plan vs every filed plan by assets

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

$253,099 12th percentile higher than 12% 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

Btse 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. Btse Employee Stock Ownership Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Btse Employee Stock Ownership Plan end-of-year assets rose from $99K in the plan year 2022 filing to $253K in the plan year 2023 filing.
  • Btse Employee Stock Ownership Plan reported net income rose from $99K in the plan year 2022 filing to $154K in the plan year 2023 filing.
  • Btse Employee Stock Ownership Plan reported participants rose from 52 in the plan year 2022 filing to 54 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 260743647 · Barrett Tree Service East, Inc. PY 2023 · ESOP

Btse Employee Stock Ownership Plan · $253K · 54 · 12th

  • 5500 $253K
  • 5500 54
  • 5500 12th
  • 5500 ESOP
  • 5500 near Aloha Gourmet Products, Inc. Employee Stock Ownership Plan
  • 5500 ind #1945

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 Massachusetts →

Btse Employee Stock Ownership Plan in the asset neighbourhood

Btse Employee Stock Ownership PlanBtse Employee Stock Ownershi…$253KAloha Gourmet Products, Inc. Employee Stock Ownership PlanAloha Gourmet Products, Inc.…$254KGbms of S. W. Fl, Inc. Employee Stock Ownership PlanGbms of S. W. Fl, Inc. Emplo…$254KRoush Hardware Employee Stock Ownership PlanRoush Hardware Employee Stoc…$251KCustom Interface, Inc. Employee Stock Ownership Plan and TrustCustom Interface, Inc. Emplo…$251K
End-of-year total assets ($M) among Btse Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Barrett Tree Service East, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Barrett Tree Service East, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$561K 464.88390583641143% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.1M $0.56M ▲ +460.0%
Year Plans Participants Total Assets
2022 1 52 $99K
2023 1 54 $253K
2024 1 51 $561K

Barrett Tree Service East, Inc. filing trail (2023)

Total Assets (Beginning of Year)$99K
Net Assets (End of Year)$253K
Net Income$154K
Employer EIN260743647
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Btse Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Btse Employee Stock Ownership Plan, Total assets ($M): 0.253099 · Participants: 54Btse Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
Btse Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Btse Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest ESOP by assets is Aloha Gourmet Products, Inc. Employee Stock Ownership Plan in HI ($254K); by covered participants it is Prolift, Inc. Employee Stock Ownership Plan in NY (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Btse Employee Stock Ownership Plan assets move in 2023? ▼
Btse Employee Stock Ownership Plan surged - up 154.7% during 2023, from $99K to $253K. Reported net income was $154K.
How have Barrett Tree Service East, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barrett Tree Service East, Inc.'s sponsor-wide assets grew 464.9%, from $99K to $561K.
Where does Btse Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Btse Employee Stock Ownership Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Btse Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aloha Gourmet Products, Inc. Employee Stock Ownership Plan in HI ($254K, 43 participants).
Which ESOP plans cover a similar participant headcount to Btse Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Prolift, Inc. Employee Stock Ownership Plan in NY (54 participants, $7M 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 260743647.

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.