ESOP · DOL Form 5500 · 2022

Barclay Water Treatment Co., Inc. ESOP

Data updated 2026-08-25

$85M
Total assets Below avg plan size
213
Participants Below avg headcount
92nd
Percentile by assets National rank
$399,579
Avg per participant High balance/head
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Official DOL plan name: Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan · Sponsored by Barclay Water Treatment Co., Inc. · Massachusetts · Manufacturing

$85M in assets, 213 participants

Barclay Water Treatment Co., Inc.'s Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan reported $85M in total assets and 213 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,042 in Manufacturing (20,602 peers)

Coverage in Massachusetts

Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan covers 213 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $85M.

#18,042
in Manufacturing (20,602 peers)
+14.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$85,110,269 Top 8% higher than 92% of 139,123 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 2022

Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (213 participants).

Published 5500 schedule card

Filing strip 042772059 · Barclay Water Treatment Co., Inc. PY 2022 · ESOP

Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan · $85M · 213 · 92nd

  • 5500 $85M
  • 5500 213
  • 5500 92nd
  • 5500 ESOP
  • 5500 near Prentke-Romich Company Employee Stock Ownership Plan
  • 5500 ind #18042

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 →

Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sierra Pacific Engineering & Products Employee Stock Ownership PlanSierra Pacific Engineering &…$86MTuff Shed, Inc. Employee Stock Ownership PlanTuff Shed, Inc. Employee Sto…$85MPrentke-Romich Company Employee Stock Ownership PlanPrentke-Romich Company Emplo…$85MBarclay Water Treatment Co., Inc. Employee Stock Ownership PlanBarclay Water Treatment Co.,…$85MNorthwest Pump & Equipment Co. Employee Stock Ownership PlanNorthwest Pump & Equipment C…$85M
End-of-year total assets ($M) among Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$82M
Net Income$11M
Employer EIN042772059
Plan Effective Date2009-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barclay Water Treatment Co., Inc.)

Sponsor-wide plan assets over time

All Barclay Water Treatment Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 56.156412806073966% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $85.1M $37.3M ▼ -56.2%
Year Plans Participants Total Assets
2022 1 213 $85M
2023 1 239 $121M
2024 1 210 $37M

Nearby ESOP Plans in Massachusetts

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

Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 0100200300400500600 Total assets ($M) Participants Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 85.110269 · Participants: 213Barclay Water Treatment Co., Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Prentke-Romich Company Employee Stock Ownership Plan in OH ($85M); by covered participants it is Fema Corporation Employee Stock Ownership Plan in MI (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.6% during 2022, from $74M to $85M. Reported net income was $11M.
How have Barclay Water Treatment Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barclay Water Treatment Co., Inc.'s sponsor-wide assets declined 56.2%, from $85M to $37M.
Where does Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Prentke-Romich Company Employee Stock Ownership Plan in OH ($85M, 283 participants).
Which ESOP plans cover a similar participant headcount to Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Fema Corporation Employee Stock Ownership Plan in MI (213 participants, $65M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042772059.

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.