ESOP · DOL Form 5500 · 2023

Balke Brown Transwestern, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
140
Participants Small participant base
51st
Percentile by assets National rank
$49,503
Avg per participant Low balance/head
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Official DOL plan name: Balke Brown Transwestern, Inc. Employee Stock Ownership Plan · Sponsored by Balke Brown Transwestern, Inc. · Missouri · Real Estate

$7M in assets, 140 participants

Balke Brown Transwestern, Inc.'s Balke Brown Transwestern, Inc. Employee Stock Ownership Plan reported $7M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,290 in Real Estate (4,727 peers)

Coverage in Missouri

Balke Brown Transwestern, Inc. Employee Stock Ownership Plan covers 140 participants in Missouri, about 19% of the average Missouri filer (state average ~737 per filing). Assets: $7M.

#3,290
in Real Estate (4,727 peers)
+13.4%
assets growth YoY

The plan reported a net loss of $728K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Balke Brown Transwestern, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Real Estate and all filers

Balke Brown Transwestern, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,930,383 Top 49% higher than 51% 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

Balke Brown Transwestern, 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. Balke Brown Transwestern, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Balke Brown Transwestern, Inc. Employee Stock Ownership Plan reported net income fell from $653K in the plan year 2022 filing to -$728K in the plan year 2023 filing.
  • Balke Brown Transwestern, Inc. Employee Stock Ownership Plan reported participants rose from 113 in the plan year 2022 filing to 140 in the plan year 2023 filing.
  • Balke Brown Transwestern, Inc. Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 431176330 · Balke Brown Transwestern, Inc. PY 2023 · ESOP

Balke Brown Transwestern, Inc. Employee Stock Ownership Plan · $7M · 140 · 51st

  • SCH $7M
  • SCH 140
  • SCH 51st
  • SCH ESOP
  • SCH near Fullerton Glass Co. Employee Stock Ownership Plan
  • SCH ind #3290

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 Missouri →

Balke Brown Transwestern, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Tri-M Group Employee Stock Ownership PlanThe Tri-M Group Employee Sto…$7MBalke Brown Transwestern, Inc. Employee Stock Ownership PlanBalke Brown Transwestern, In…$7MFullerton Glass Co. Employee Stock Ownership PlanFullerton Glass Co. Employee…$7MAmerican Floor Covering, Inc. Employee Stock Ownership PlanAmerican Floor Covering, Inc…$7MNormandeau Associates, Inc. Employee Stock Ownership Plan and TrustNormandeau Associates, Inc. …$7M
End-of-year total assets ($M) among Balke Brown Transwestern, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$728K
Employer EIN431176330
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balke Brown Transwestern, Inc.)

Sponsor-wide plan assets over time

All Balke Brown Transwestern, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 37.83343929845945% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.4M $14.4M ▲ +37.8%
Year Plans Participants Total Assets
2022 2 257 $10M
2023 2 306 $12M
2024 2 334 $14M

Nearby ESOP Plans in Missouri

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

Balke Brown Transwestern, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Balke Brown Transwestern, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.006930383 · Participants: 140Balke Brown Transwestern, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
Balke Brown Transwestern, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Balke Brown Transwestern, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Balke Brown Transwestern, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Fullerton Glass Co. Employee Stock Ownership Plan in CA ($7M); by covered participants it is Iron Woman Employee Stock Ownership Plan in CO (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Balke Brown Transwestern, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Balke Brown Transwestern, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.4% during 2023, from $6M to $7M. Reported net income was -$728K.
How have Balke Brown Transwestern, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balke Brown Transwestern, Inc.'s sponsor-wide assets grew 37.8%, from $10M to $14M.
Which ESOP plans are similar in size to Balke Brown Transwestern, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fullerton Glass Co. Employee Stock Ownership Plan in CA ($7M, 64 participants).
Which ESOP plans cover a similar participant headcount to Balke Brown Transwestern, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Iron Woman Employee Stock Ownership Plan in CO (140 participants, N/A 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 431176330.

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.