ESOP · DOL Form 5500 · 2023

Battery-Biz, Inc. ESOP

Data updated 2026-08-25

$36K
Total assets Small plan by assets
24
Participants Small participant base
3rd
Percentile by assets National rank
$1,514
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Battery-Biz Employee Stock Ownership Plan · Sponsored by Battery-Biz, Inc. · California · Wholesale Trade

$36K in assets, 24 participants

Battery-Biz, Inc.'s Battery-Biz Employee Stock Ownership Plan reported $36K in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 3rd 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.

  • #98 in Wholesale Trade (6,309 peers)

2023 asset change

Battery-Biz Employee Stock Ownership Plan contracted severely 76.3% in 2023 ($154K → $36K) for 24 participants.

#98
in Wholesale Trade (6,309 peers)
-76.3%
assets change YoY

The plan reported a net loss of $107K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Battery-Biz Employee Stock Ownership Plan among the smaller filed plans by assets

Battery-Biz Employee Stock Ownership Plan vs every filed plan by assets

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

$36,346 3rd percentile higher than 3% 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

Battery-Biz 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. Battery-Biz Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Battery-Biz Employee Stock Ownership Plan end-of-year assets fell from $154K in the plan year 2022 filing to $36K in the plan year 2023 filing.
  • Battery-Biz Employee Stock Ownership Plan reported net income rose from -$352K in the plan year 2022 filing to -$107K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 954416307 · Battery-Biz, Inc. PY 2023 · ESOP

Battery-Biz Employee Stock Ownership Plan · $36K · 24 · 3rd

  • SCH $36K
  • SCH 24
  • SCH 3rd
  • SCH ESOP
  • SCH near Blfn Management Company, Inc. ESOP
  • SCH ind #98

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 California →

Battery-Biz Employee Stock Ownership Plan in the asset neighbourhood

Battery-Biz Employee Stock Ownership PlanBattery-Biz Employee Stock O…$36KBlfn Management Company, Inc. ESOPBlfn Management Company, Inc…$37KCapital Financial Group, Inc. Employee Stock Ownership PlanCapital Financial Group, Inc…$37KMesquite Valley Growers Nursery Holding, Inc. Employee Stock Ownership PlanMesquite Valley Growers Nurs…$37KCccomplete, Inc. Employee Stock Ownership PlanCccomplete, Inc. Employee St…$35K
End-of-year total assets ($M) among Battery-Biz Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Battery-Biz, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Battery-Biz, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.15M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 24 $154K
2023 1 24 $36K
2024 1 15 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$154K
Net Assets (End of Year)$34K
Net Income-$107K
Employer EIN954416307
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Battery-Biz Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Battery-Biz Employee Stock Ownership Plan, Total assets ($B): 0.000036346 · Participants: 24Battery-Biz Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Battery-Biz Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Battery-Biz Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Blfn Management Company, Inc. ESOP in CO ($37K); by covered participants it is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Battery-Biz Employee Stock Ownership Plan assets move in 2023? ▼
Battery-Biz Employee Stock Ownership Plan contracted severely - down 76.3% during 2023, from $154K to $36K. Reported net income was -$107K.
Where does Battery-Biz Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Battery-Biz Employee Stock Ownership Plan ranks in the 3rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Battery-Biz Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Blfn Management Company, Inc. ESOP in CO ($37K, 23 participants).
Which ESOP plans cover a similar participant headcount to Battery-Biz Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valador, Inc. Employee Stock Bonus Plan in WV (24 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 954416307.

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.