ESOP · DOL Form 5500 · 2022

Barclay Water Treatment Co., Inc. ESOP

Data updated 2026-08-11

$85M
Total assets
213
Participants
92nd
Percentile by assets
$399,579
Avg per participant
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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.

  • 92nd percentile by assets (of 139,126 plans)
  • #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.

$85M
total plan assets (2022 EOY)
213
covered participants
92nd
percentile by assets (of 139,126 plans)
$399,579
avg assets per participant
Industry

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan reports 213 participants - about 32% of that state average ($85M EOY assets).

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.)

$0M$50M$100M$150M 202220232024 $85.1M $37.3M ▼ -56.2%
Total plan assets by year, all Barclay Water Treatment Co., Inc. plans on file
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

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 Treatm…Consigli Building Gr…The Gillette Company…Abt Associates Inc. …New England Biolabs,…Eastern Bank Employe…
Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Barclay Water Treatment Co., Inc. Employ…

Filing takeaways

Ways to act on Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Massachusetts. Compare plans
  • Barclay Water Treatment Co., Inc.'s sponsor-wide assets have declined 56.2% since 2022 across 3 plan years on file. More Manufacturing plans