ESOP · DOL Form 5500 · 2023

Bartlett & West, Inc. ESOP

Data updated 2026-08-25

$60M
Total assets Below avg plan size
366
Participants Below avg headcount
87th
Percentile by assets National rank
$164,221
Avg per participant Above avg balance/head
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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.

  • #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.

#17,980
in Professional & Technical Services (20,321 peers)
+22.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Bartlett & West, Inc. Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Bartlett & West, Inc. Employee Stock Ownership Plan 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. Bartlett & West, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (366 participants).

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 →

Form 5500 schedule snapshot

Filing strip 480770612 · Bartlett & West, Inc. PY 2023 · ESOP

Bartlett & West, Inc. Employee Stock Ownership Plan · $60M · 366 · 87th

  • VS-ST $60M
  • VS-ST 366
  • VS-ST 87th
  • VS-ST ESOP
  • VS-ST near Bolton & Menk, Inc. Employee Stock Ownership Plan
  • VS-ST ind #17980

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 Kansas →

Bartlett & West, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ipt Employee Stock Ownership PlanIpt Employee Stock Ownership…$60MBolton & Menk, Inc. Employee Stock Ownership PlanBolton & Menk, Inc. Employee…$60MEmployee Benefits Corporation Employee Stock Ownership PlanEmployee Benefits Corporatio…$60MBartlett & West, Inc. Employee Stock Ownership PlanBartlett & West, Inc. Employ…$60MElectrical Corporation of America Employee Stock Ownership PlanElectrical Corporation of Am…$60M
End-of-year total assets ($M) among Bartlett & West, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Bartlett & West, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$142M 63.32280520825822% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $87.1M $142M ▲ +63.3%
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 ($M) Participants Bartlett & West, Inc. Employee Stock Ownership Plan, Total assets ($M): 60.104832 · Participants: 366Bartlett & West, Inc. Employee Stock Ownership PlanPbi-Gordon Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 358.733267 · Participants: 488Pbi-Gordon Companies, Inc. Employee Stock Ownership PlanHarcros Chemicals, Inc. Employee Stock Ownership Plan, Total assets ($M): 296.082944 · Participants: 549Harcros Chemicals, Inc. Employee Stock Ownership PlanMmc Corp Employee Stock Ownership Plan, Total assets ($M): 239.968034 · Participants: 754Mmc Corp Employee Stock Ownership PlanGlobe Engineering Co Inc Employee Stock Ownership Plan and Trust, Total assets ($M): 136.184991 · Participants: 236Globe Engineering Co Inc Employee Stock Ownership Plan and TrustInland Truck Parts Company Employee Stock Ownership Plan and Trust, Total assets ($M): 98.736189 · Participants: 665Inland Truck Parts Company Employee Stock Ownership Plan and Trust
Bartlett & West, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Bartlett & West, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Bartlett & West, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kansas, the nearest ESOP by assets is Bolton & Menk, Inc. Employee Stock Ownership Plan in MN ($60M); by covered participants it is Ayres Associates Inc 2012 Amended and Restated Employee Stock Ownership Plan in WI (366 participants). Same-state nearby plans are listed separately above.

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 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).
Which ESOP plans cover a similar participant headcount to Bartlett & West, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ayres Associates Inc 2012 Amended and Restated Employee Stock Ownership Plan in WI (366 participants, $27M 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 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.