ESOP · DOL Form 5500 · 2023

Barton Associates, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
68
Participants Small participant base
52nd
Percentile by assets National rank
$107,439
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Barton Associates, Inc. Employee Stock Ownership Plan · Sponsored by Barton Associates, Inc. · Pennsylvania · Professional & Technical Services

$7M in assets, 68 participants

Barton Associates, Inc.'s Barton Associates, Inc. Employee Stock Ownership Plan reported $7M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,212 in Professional & Technical Services (20,321 peers)

Barton Associates, Inc. multi-year trail

Barton Associates, Inc.'s plans moved +44.2% in assets from 2022 to 2024; this filing shows Barton Associates, Inc. Employee Stock Ownership Plan at $7M / 68 participants.

#10,212
in Professional & Technical Services (20,321 peers)
+33.9%
assets growth YoY

Barton Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$7,305,880 Top 48% higher than 52% 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

Barton Associates, 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. Barton Associates, Inc. Employee Stock Ownership Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barton Associates, Inc. Employee Stock Ownership Plan reported net income rose from $201K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Barton Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Barton Associates, Inc. Employee Stock Ownership Plan reported participants rose from 65 in the plan year 2022 filing to 68 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 231705429 · Barton Associates, Inc. PY 2023 · ESOP

Barton Associates, Inc. Employee Stock Ownership Plan · $7M · 68 · 52nd

  • EBSA $7M
  • PART 68
  • TYPE 52nd
  • NET ESOP
  • BOOK near Ameri-Force, Inc. Employee Stock Ownership Plan
  • VS-ST ind #10212

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 Pennsylvania →

Barton Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Barton Associates, Inc. Employee Stock Ownership PlanBarton Associates, Inc. Empl…$7MBergen Plumbing, Inc. Employee Stock Ownership PlanBergen Plumbing, Inc. Employ…$7MAmeri-Force, Inc. Employee Stock Ownership PlanAmeri-Force, Inc. Employee S…$7MUsi Employee Stock Ownership PlanUsi Employee Stock Ownership…$7MCooper Roofing & Solar, Inc. Employee Stock Ownership PlanCooper Roofing & Solar, Inc.…$7M
End-of-year total assets ($M) among Barton Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Barton Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Barton Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 44.18255099783492% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.46M $7.87M ▲ +44.1%
Year Plans Participants Total Assets
2022 1 65 $5M
2023 1 68 $7M
2024 1 85 $8M

Barton Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN231705429
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Barton Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Barton Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00730588 · Participants: 68Barton Associates, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Barton Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Barton Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Ameri-Force, Inc. Employee Stock Ownership Plan in FL ($7M); by covered participants it is Project Management Solutions, Inc. Employee Stock Ownership Plan in OH (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Barton Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Barton Associates, Inc. Employee Stock Ownership Plan surged - up 33.9% during 2023, from $5M to $7M. Reported net income was $2M.
How have Barton Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barton Associates, Inc.'s sponsor-wide assets grew 44.2%, from $5M to $8M.
Which ESOP plans are similar in size to Barton Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ameri-Force, Inc. Employee Stock Ownership Plan in FL ($7M, 152 participants).
Which ESOP plans cover a similar participant headcount to Barton Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Project Management Solutions, Inc. Employee Stock Ownership Plan in OH (68 participants, $2M 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 231705429.

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.