ESOP · DOL Form 5500 · 2023

Barr Brands International, Inc. ESOP

Data updated 2026-08-25

$427M
Total assets Above avg plan size
401
Participants Below avg headcount
97th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Barr Brands International Amended and Restated Employee Stock Ownership Plan · Sponsored by Barr Brands International, Inc. · Tennessee · Manufacturing

$427M in assets, 401 participants

Barr Brands International, Inc.'s Barr Brands International Amended and Restated Employee Stock Ownership Plan reported $427M in total assets and 401 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #17,843 in Manufacturing (18,722 peers)

Coverage in Tennessee

Barr Brands International Amended and Restated Employee Stock Ownership Plan covers 401 participants in Tennessee, about 36% of the average Tennessee filer (state average ~1,126 per filing). Assets: $427M.

#17,843
in Manufacturing (18,722 peers)
-4.9%
assets change YoY
4.3×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Barr Brands International Amended and Restated Employee Stock Ownership Plan's outsized position by total assets

Barr Brands International Amended and Restated Employee Stock Ownership Plan vs every filed plan by assets

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

$426,710,102 Top 3% higher than 97% 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

Barr Brands International Amended and Restated 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. Barr Brands International Amended and Restated Employee Stock Ownership Plan sits mid-pack in the medium band (401 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barr Brands International Amended and Restated Employee Stock Ownership Plan reported participants rose from 312 in the plan year 2022 filing to 401 in the plan year 2023 filing.
  • Barr Brands International Amended and Restated Employee Stock Ownership Plan reported net income fell from -$18M in the plan year 2022 filing to -$20M in the plan year 2023 filing.
  • Barr Brands International Amended and Restated Employee Stock Ownership Plan end-of-year assets fell from $449M in the plan year 2022 filing to $427M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 461120364 · Barr Brands International, Inc. PY 2023 · ESOP

Barr Brands International Amended and Restated Employee Stock Ownership Plan · $427M · 401 · 97th

  • EIN $427M
  • EIN 401
  • EIN 97th
  • EIN ESOP
  • EIN near Force America Inc. Employee Stock Ownership Plan
  • EIN ind #17843

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 Tennessee →

Barr Brands International Amended and Restated Employee Stock Ownership Plan in the asset neighbourhood

Je Dunn Employee Stock Ownership Plan and TrustJe Dunn Employee Stock Owner…$429MIta Group Holdings, Inc. Employees' Stock Ownership PlanIta Group Holdings, Inc. Emp…$428MBarr Brands International Amended and Restated Employee Stock Ownership PlanBarr Brands International Am…$427MForce America Inc. Employee Stock Ownership PlanForce America Inc. Employee …$427MChemonics International, Inc. Employee Stock Ownership PlanChemonics International, Inc…$426M
End-of-year total assets ($M) among Barr Brands International Amended and Restated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$449M
Net Assets (End of Year)$356M
Net Income-$20M
Employer EIN461120364
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barr Brands International, Inc.)

Sponsor-wide plan assets over time

All Barr Brands International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$495M 6.551790815924624% vs 2022
2024 filing year
$440M$460M$480M$500M 202220232024 $464M $495M ▲ +6.6%
Year Plans Participants Total Assets
2022 2 632 $464M
2023 2 775 $445M
2024 2 804 $495M

Nearby ESOP Plans in Tennessee

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

Barr Brands International Amended and Restated Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400500 Total assets ($M) Participants Barr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership PlanChurchill Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 81.144338 · Participants: 474Churchill Holdings, Inc. Employee Stock Ownership Plan
Barr Brands International Amended and Restated Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Barr Brands International Amended and Restated Employee Stock Ownership Plan side-by-side with 3 peers →

Barr Brands International Amended and Restated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Force America Inc. Employee Stock Ownership Plan in MN ($427M); by covered participants it is Arco Holdings Employee Stock Ownership Plan in MO (401 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (401 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 Barr Brands International Amended and Restated Employee Stock Ownership Plan assets move in 2023? ▼
Barr Brands International Amended and Restated Employee Stock Ownership Plan edged down modestly - down 4.9% during 2023, from $449M to $427M. Reported net income was -$20M.
How have Barr Brands International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barr Brands International, Inc.'s sponsor-wide assets grew 6.6%, from $464M to $495M.
Where does Barr Brands International Amended and Restated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Barr Brands International Amended and Restated Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Barr Brands International Amended and Restated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Force America Inc. Employee Stock Ownership Plan in MN ($427M, 412 participants).
Which ESOP plans cover a similar participant headcount to Barr Brands International Amended and Restated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Arco Holdings Employee Stock Ownership Plan in MO (401 participants, $265M 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 461120364.

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.