ESOP · DOL Form 5500 · 2023

Brunson Instrument Company ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
43
Participants Small participant base
47th
Percentile by assets National rank
$134,977
Avg per participant Near avg balance/head
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Official DOL plan name: Brunson Instrument Company Employee Stock Ownership Plan · Sponsored by Brunson Instrument Company · Missouri · Manufacturing

$6M in assets, 43 participants

Brunson Instrument Company's Brunson Instrument Company Employee Stock Ownership Plan reported $6M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,780 in Manufacturing (18,722 peers)

Brunson Instrument Company multi-year trail

Brunson Instrument Company's plans moved +24.7% in assets from 2022 to 2024; this filing shows Brunson Instrument Company Employee Stock Ownership Plan at $6M / 43 participants.

#5,780
in Manufacturing (18,722 peers)
+4.0%
assets growth YoY

Brunson Instrument Company Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Brunson Instrument Company Employee Stock Ownership Plan vs every filed plan by assets

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

$5,803,995 47th percentile higher than 47% 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

Brunson Instrument Company 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. Brunson Instrument Company Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brunson Instrument Company Employee Stock Ownership Plan reported net income rose from $82K in the plan year 2022 filing to $272K in the plan year 2023 filing.
  • Brunson Instrument Company Employee Stock Ownership Plan reported participants fell from 47 in the plan year 2022 filing to 43 in the plan year 2023 filing.
  • Brunson Instrument Company Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 440520312 · Brunson Instrument Company PY 2023 · ESOP

Brunson Instrument Company Employee Stock Ownership Plan · $6M · 43 · 47th

  • IND $6M
  • EOY 43
  • 5500 47th
  • ASSETS ESOP
  • PCT near Holland Supply Company Employee Stock Ownership Plan
  • EIN ind #5780

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 →

Brunson Instrument Company Employee Stock Ownership Plan in the asset neighbourhood

Brunson Instrument Company Employee Stock Ownership PlanBrunson Instrument Company E…$6MHolland Supply Company Employee Stock Ownership PlanHolland Supply Company Emplo…$6MThe Superior Group, Inc. Money Purchase PlanThe Superior Group, Inc. Mon…$6MEdgar Hughston Builder, Inc. Employee Stock Ownership PlanEdgar Hughston Builder, Inc.…$6MTerra Engineering & Construction Corporation Employee Stock Ownership PlanTerra Engineering & Construc…$6M
End-of-year total assets ($M) among Brunson Instrument Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Brunson Instrument Company multi-year asset trail

Sponsor-wide plan assets over time

All Brunson Instrument Company plans reported in each filing year

Latest sponsor-wide plan assets
$7M 24.65428970293567% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.58M $6.96M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 47 $6M
2023 1 43 $6M
2024 1 59 $7M

Brunson Instrument Company filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income$272K
Employer EIN440520312
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Brunson Instrument Company Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Brunson Instrument Company Employee Stock Ownership Plan, Total assets ($B): 0.005803995 · Participants: 43Brunson Instrument Company 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
Brunson Instrument Company Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Brunson Instrument Company Employee Stock Ownership Plan side-by-side with 3 peers →

Brunson Instrument Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Holland Supply Company Employee Stock Ownership Plan in NC ($6M); by covered participants it is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Brunson Instrument Company Employee Stock Ownership Plan assets move in 2023? ▼
Brunson Instrument Company Employee Stock Ownership Plan edged up modestly - up 4.0% during 2023, from $6M to $6M. Reported net income was $272K.
How have Brunson Instrument Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brunson Instrument Company's sponsor-wide assets grew 24.7%, from $6M to $7M.
Which ESOP plans are similar in size to Brunson Instrument Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Holland Supply Company Employee Stock Ownership Plan in NC ($6M, 30 participants).
Which ESOP plans cover a similar participant headcount to Brunson Instrument Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants, $5M 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 440520312.

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.