ESOP · DOL Form 5500 · 2023

Backlund Investment Co ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
169
Participants Small participant base
74th
Percentile by assets National rank
$127,241
Avg per participant Near avg balance/head
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Official DOL plan name: Backlund Investment Co. Employee Stock Ownership Plan and Trust · Sponsored by Backlund Investment Co · Illinois · Finance & Insurance

$22M in assets, 169 participants

Backlund Investment Co's Backlund Investment Co. Employee Stock Ownership Plan and Trust reported $22M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,402 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Backlund Investment Co. Employee Stock Ownership Plan and Trust covers 169 participants in Illinois, about 22% of the average Illinois filer (state average ~779 per filing). Assets: $22M.

#5,402
in Finance & Insurance (8,869 peers)
+5.0%
assets growth YoY

Backlund Investment Co. Employee Stock Ownership Plan and Trust's outsized position by total assets

Backlund Investment Co. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$21,503,709 Top 26% higher than 74% 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

Backlund Investment Co. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Backlund Investment Co. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Backlund Investment Co. Employee Stock Ownership Plan and Trust reported net income rose from -$493K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Backlund Investment Co. Employee Stock Ownership Plan and Trust reported participants rose from 150 in the plan year 2022 filing to 169 in the plan year 2023 filing.
  • Backlund Investment Co. Employee Stock Ownership Plan and Trust end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 370898008 · Backlund Investment Co PY 2023 · ESOP

Backlund Investment Co. Employee Stock Ownership Plan and Trust · $22M · 169 · 74th

  • IND $22M
  • EOY 169
  • 5500 74th
  • ASSETS ESOP
  • PCT near Western Land Services, Inc. Employee Stock Ownership Plan
  • EIN ind #5402

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 Illinois →

Backlund Investment Co. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Wohlsen Construction Company Employee Stock Ownership PlanWohlsen Construction Company…$22MTop Notch Employee Stock Ownership PlanTop Notch Employee Stock Own…$22MBacklund Investment Co. Employee Stock Ownership Plan and TrustBacklund Investment Co. Empl…$22MWestern Land Services, Inc. Employee Stock Ownership PlanWestern Land Services, Inc. …$22MBluewater Constructors, Inc. Employee Stock Ownership PlanBluewater Constructors, Inc.…$21M
End-of-year total assets ($M) among Backlund Investment Co. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN370898008
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Backlund Investment Co)

Sponsor-wide plan assets over time

All Backlund Investment Co plans reported in each filing year

Latest sponsor-wide plan assets
$66M 21.171341382024387% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $54.3M $65.8M ▲ +21.2%
Year Plans Participants Total Assets
2022 2 317 $54M
2023 2 336 $60M
2024 2 340 $66M

Nearby ESOP Plans in Illinois

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

Backlund Investment Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Backlund Investment Co. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.021503709 · Participants: 169Backlund Investment Co. Employee Stock Ownership Plan and TrustAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Backlund Investment Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Backlund Investment Co. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Backlund Investment Co. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Western Land Services, Inc. Employee Stock Ownership Plan in MI ($22M); by covered participants it is Eagle Communications, Inc. Employee Stock Ownership Plan in KS (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Backlund Investment Co. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Backlund Investment Co. Employee Stock Ownership Plan and Trust grew at a solid clip - up 5.0% during 2023, from $20M to $22M. Reported net income was $1M.
How have Backlund Investment Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Backlund Investment Co's sponsor-wide assets grew 21.2%, from $54M to $66M.
Which ESOP plans are similar in size to Backlund Investment Co. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Western Land Services, Inc. Employee Stock Ownership Plan in MI ($22M, 160 participants).
Which ESOP plans cover a similar participant headcount to Backlund Investment Co. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Eagle Communications, Inc. Employee Stock Ownership Plan in KS (169 participants, $6M 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 370898008.

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.