ESOP · DOL Form 5500 · 2023

Bb&e, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 238
Participants Below avg headcount: 39th
Percentile by assets National rank: $15,343
Avg per participant Low balance/head

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Official DOL plan name: Bb&e, Inc. Employee Stock Ownership Plan · Sponsored by Bb&e, Inc. · Michigan · Professional & Technical Services

$4M in assets, 238 participants

Bb&e, Inc.'s Bb&e, Inc. Employee Stock Ownership Plan reported $4M in total assets and 238 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

#7,301 in Professional & Technical Services (20,321 peers)

Coverage in Michigan

Bb&e, Inc. Employee Stock Ownership Plan covers 238 participants in Michigan, about 37% of the average Michigan filer (state average ~638 per filing). Assets: $4M.

#7,301
in Professional & Technical Services (20,321 peers): -27.0%
assets change YoY

The plan reported a net loss of $81M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bb&e, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Bb&e, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,651,605 39th percentile higher than 39% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Bb&e, 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. Bb&e, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (238 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Published 5500 schedule card

Filing strip 383655296 · Bb&e, Inc. PY 2023 · ESOP

Bb&e, Inc. Employee Stock Ownership Plan · $4M · 238 · 39th

IND $4M
IND 238
IND 39th
IND ESOP
IND near The Cadle Company Inc., II ESOP
IND ind #7301

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 Michigan →

End-of-year total assets ($M) among Bb&e, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	-$76M
Net Income	-$81M
Employer EIN	383655296
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bb&e, Inc.)

Latest sponsor-wide plan assets: $35M 220.6048292126167% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	302	$11M
2023	2	548	$18M
2024	2	575	$35M

Nearby ESOP Plans in Michigan

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

Bb&e, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants

Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.3B · 1,635
The Kendall Group Employee Stock Ownership Plan $808M · 1,907
Project Worldwide, Inc. Employee Stock Ownership Plan $436M · 1,173
Motor City Electric Co. Employee Stock Ownership Plan $258M · 207
Lee Contracting, Inc. Employee Stock Ownership Plan $238M · 500

Compare Bb&e, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Bb&e, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is The Cadle Company Inc., II ESOP in OH ($4M); by covered participants it is Vulcan, Inc. Employee Stock Ownership Plan in AL (238 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

The Cadle Company Inc., II ESOP (OH) $4M · 38
Delta Managed Solutions, Inc. Employee Stock Ownership Plan (CA) $4M · 57
Sc Solutions, Inc. Employee Stock Ownership Plan (CA) $4M · 39
The Trust Company of Kansas Employee Stock Ownership Plan (KS) $4M · 36

Similar participant headcount

Nearest other-state filings by covered participants (238 participants); asset peers above are excluded.

Vulcan, Inc. Employee Stock Ownership Plan (AL) 238 · 0 off
Seneca Medical Employee Stock Ownership Plan and Trust (OH) 238 · 0 off
Fellowes, Inc. Employee Stock Ownership Plan (IL) 239 · 1 off
Modern Group Ltd Employee Stock Ownership Plan (PA) 237 · 1 off

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 Bb&e, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Bb&e, Inc. Employee Stock Ownership Plan declined sharply - down 27.0% during 2023, from $5M to $4M. Reported net income was -$81M.

How have Bb&e, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bb&e, Inc.'s sponsor-wide assets grew 220.6%, from $11M to $35M.

Which ESOP plans are similar in size to Bb&e, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is The Cadle Company Inc., II ESOP in OH ($4M, 38 participants).

Which ESOP plans cover a similar participant headcount to Bb&e, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by covered participants is Vulcan, Inc. Employee Stock Ownership Plan in AL (238 participants, $40M 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 383655296.