ESOP · DOL Form 5500 · 2023

Bartlett & West, Inc. ESOP

Data updated 2026-08-11

$60M
Total assets
366
Participants
87th
Percentile by assets
$164,221
Avg per participant
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Official DOL plan name: Bartlett & West, Inc. Employee Stock Ownership Plan · Sponsored by Bartlett & West, Inc. · Kansas · Professional & Technical Services

$60M in assets, 366 participants

Bartlett & West, Inc.'s Bartlett & West, Inc. Employee Stock Ownership Plan reported $60M in total assets and 366 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 127,072 plans)
  • #17,980 in Professional & Technical Services (20,321 peers)

Where Bartlett & West, Inc. Employee Stock Ownership Plan sits by assets

Bartlett & West, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $60M for 366 participants (~$164,221/participant), up 22.9% in 2023.

$60M
total plan assets (2023 EOY)
366
covered participants
87th
percentile by assets (of 127,072 plans)
$164,221
avg assets per participant

Where Bartlett & West, Inc. Employee Stock Ownership Plan sits by total assets

Bartlett & West, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$60,104,832 Top 13% higher than 87% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bartlett & West, Inc. Employee Stock Ownership Plan reported net income rose from $7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Bartlett & West, Inc. Employee Stock Ownership Plan end-of-year assets rose from $49M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Bartlett & West, Inc. Employee Stock Ownership Plan reported participants rose from 351 in the plan year 2022 filing to 366 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Kansas
Industry
Professional & Technical Services

Bartlett & West, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Bartlett & West, Inc. Employee Stock Ownership Plan outranks 87% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$60M
Net Income$11M
Employer EIN480770612
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bartlett & West, Inc.)

$80M$100M$120M$140M$160M 202220232024 $87.1M $142M ▲ +63.3%
Total plan assets by year, all Bartlett & West, Inc. plans on file
Year Plans Participants Total Assets
2022 2 684 $87M
2023 2 715 $106M
2024 2 815 $142M

Nearby ESOP Plans in Kansas

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

Bartlett & West, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. 200400600800 0100200300400 Total assets ($M) Participants Bartlett & West, Inc…, Total assets ($M): 60.104832 · Participants: 366Bartlett & West, Inc…Pbi-Gordon Companies…, Total assets ($M): 358.733267 · Participants: 488Pbi-Gordon Companies…Harcros Chemicals, I…, Total assets ($M): 296.082944 · Participants: 549Harcros Chemicals, I…Mmc Corp Employee St…, Total assets ($M): 239.968034 · Participants: 754Mmc Corp Employee St…Globe Engineering Co…, Total assets ($M): 136.184991 · Participants: 236Globe Engineering Co…Inland Truck Parts C…, Total assets ($M): 98.736189 · Participants: 665Inland Truck Parts C…
Bartlett & West, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Bartlett & West, Inc. Employee Stock Own… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Bartlett & West, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Bartlett & West, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Bartlett & West, Inc. Employee Stock Ownership Plan grew sharply - up 22.9% during 2023, from $49M to $60M. Reported net income was $11M.
How have Bartlett & West, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bartlett & West, Inc.'s sponsor-wide assets grew 63.3%, from $87M to $142M.
Where does Bartlett & West, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bartlett & West, Inc. Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Bartlett & West, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bolton & Menk, Inc. Employee Stock Ownership Plan in MN ($60M, 807 participants).

Next read for Bartlett & West, Inc. Employee Stock Own…

Scale reading

Ways to act on Bartlett & West, Inc. Employee Stock Ownership Plan's numbers.

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 480770612.

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.