ESOP · DOL Form 5500 · 2023

Barnes, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
67
Participants Small participant base
47th
Percentile by assets National rank
$87,434
Avg per participant Below avg balance/head
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Official DOL plan name: Barnes, Inc. Employee Stock Ownership Plan · Sponsored by Barnes, Inc. · Wisconsin · Administrative & Support Services

$6M in assets, 67 participants

Barnes, Inc.'s Barnes, Inc. Employee Stock Ownership Plan reported $6M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,015 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Barnes, Inc. Employee Stock Ownership Plan ranks #3,015 of 4,372 2023 filers by assets (493% of the sector average)-$6M for 67 participants.

#3,015
in Administrative & Support Services (4,372 peers)
+35.5%
assets growth YoY

Barnes, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

Barnes, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,858,048 47th percentile higher than 47% 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

Barnes, 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. Barnes, Inc. Employee Stock Ownership Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barnes, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Barnes, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Barnes, Inc. Employee Stock Ownership Plan reported participants fell from 79 in the plan year 2022 filing to 67 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391577917 · Barnes, Inc. PY 2023 · ESOP

Barnes, Inc. Employee Stock Ownership Plan · $6M · 67 · 47th

  • BOY $6M
  • BOY 67
  • BOY 47th
  • BOY ESOP
  • BOY near French Associates, Inc. Employee Stock Ownership Plan
  • BOY ind #3015

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 Wisconsin →

Barnes, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Barnes, Inc. Employee Stock Ownership PlanBarnes, Inc. Employee Stock …$6MHarris Group Inc. Employee Stock Ownership PlanHarris Group Inc. Employee S…$6MHatfield and Company, Inc. Employee Stock Ownership PlanHatfield and Company, Inc. E…$6MFrench Associates, Inc. Employee Stock Ownership PlanFrench Associates, Inc. Empl…$6MWorcester Manufacturing, Inc. ESOPWorcester Manufacturing, Inc…$6M
End-of-year total assets ($M) among Barnes, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN391577917
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barnes, Inc.)

Sponsor-wide plan assets over time

All Barnes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 56.34367228300518% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.32M $6.76M ▲ +56.5%
Year Plans Participants Total Assets
2022 1 79 $4M
2023 1 67 $6M
2024 1 97 $7M

Nearby ESOP Plans in Wisconsin

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

Barnes, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Barnes, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005858048 · Participants: 67Barnes, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Barnes, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Barnes, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is French Associates, Inc. Employee Stock Ownership Plan in MI ($6M); by covered participants it is The Transit Group, Inc. Employee Stock Ownership Plan in FL (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Barnes, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Barnes, Inc. Employee Stock Ownership Plan surged - up 35.5% during 2023, from $4M to $6M. Reported net income was $2M.
How have Barnes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barnes, Inc.'s sponsor-wide assets grew 56.3%, from $4M to $7M.
Which ESOP plans are similar in size to Barnes, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is French Associates, Inc. Employee Stock Ownership Plan in MI ($6M, 18 participants).
Which ESOP plans cover a similar participant headcount to Barnes, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Transit Group, Inc. Employee Stock Ownership Plan in FL (67 participants, N/A 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 391577917.

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.