ESOP · DOL Form 5500 · 2023

Badgett Corporation ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
47
Participants Small participant base
31st
Percentile by assets National rank
$45,944
Avg per participant Low balance/head
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Official DOL plan name: Badgett Corporation Employee Stock Ownership Plan · Sponsored by Badgett Corporation · Oklahoma · Manufacturing

$2M in assets, 47 participants

Badgett Corporation's Badgett Corporation Employee Stock Ownership Plan reported $2M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,930 in Manufacturing (18,722 peers)

2023 asset change

Badgett Corporation Employee Stock Ownership Plan surged 56.8% in 2023 ($1M → $2M) for 47 participants.

#2,930
in Manufacturing (18,722 peers)
+56.8%
assets growth YoY

Badgett Corporation Employee Stock Ownership Plan among the smaller filed plans by assets

Badgett Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$2,159,379 31st percentile higher than 31% 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

Badgett Corporation 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. Badgett Corporation Employee Stock Ownership Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Badgett Corporation Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $962K in the plan year 2023 filing.
  • Badgett Corporation Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Badgett Corporation Employee Stock Ownership Plan reported participants rose from 45 in the plan year 2022 filing to 47 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 731394744 · Badgett Corporation PY 2023 · ESOP

Badgett Corporation Employee Stock Ownership Plan · $2M · 47 · 31st

  • NET $2M
  • BOOK 47
  • VS-ST 31st
  • BOY ESOP
  • SCH near Ph Acquisition, Inc. Employee Stock Ownership Plan
  • EBSA ind #2930

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 Oklahoma →

Badgett Corporation Employee Stock Ownership Plan in the asset neighbourhood

Badgett Corporation Employee Stock Ownership PlanBadgett Corporation Employee…$2MPh Acquisition, Inc. Employee Stock Ownership PlanPh Acquisition, Inc. Employe…$2MCivilworks Holdings, Inc. Employee Stock Ownership 401(k) PlanCivilworks Holdings, Inc. Em…$2MWilliams & Works Employee Stock Ownership Plan and TrustWilliams & Works Employee St…$2MCapacity Interactive Employee Stock Ownership PlanCapacity Interactive Employe…$2M
End-of-year total assets ($M) among Badgett Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Badgett Corporation years around the 2023 move

Sponsor-wide plan assets over time

All Badgett Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.407540786024933% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.38M $1.51M ▲ +9.4%
Year Plans Participants Total Assets
2022 1 45 $1M
2023 1 47 $2M
2024 1 41 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$2M
Net Income$962K
Employer EIN731394744
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oklahoma

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

Badgett Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Badgett Corporation Employee Stock Ownership Plan, Total assets ($M): 2.159379 · Participants: 47Badgett Corporation Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 310.564256 · Participants: 1300Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 232.047343 · Participants: 62International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 155.427941 · Participants: 1305Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 147.218916 · Participants: 1631Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.222563 · Participants: 132Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Badgett Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Badgett Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Badgett Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Ph Acquisition, Inc. Employee Stock Ownership Plan in TX ($2M); by covered participants it is Buse Timber & Sales, Inc. Employee Stock Ownership Plan in WA (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Badgett Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Badgett Corporation Employee Stock Ownership Plan surged - up 56.8% during 2023, from $1M to $2M. Reported net income was $962K.
How have Badgett Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Badgett Corporation's sponsor-wide assets grew 9.4%, from $1M to $2M.
Which ESOP plans are similar in size to Badgett Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ph Acquisition, Inc. Employee Stock Ownership Plan in TX ($2M, 17 participants).
Which ESOP plans cover a similar participant headcount to Badgett Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Buse Timber & Sales, Inc. Employee Stock Ownership Plan in WA (47 participants, $15M 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 731394744.

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.