ESOP · DOL Form 5500 · 2023

Branca Holdings, Inc. ESOP

Data updated 2026-08-25

$208K
Total assets Small plan by assets
48
Participants Small participant base
11th
Percentile by assets National rank
$4,344
Avg per participant Low balance/head
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Official DOL plan name: Branca Holdings, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Branca Holdings, Inc. · Missouri · Other Services

$208K in assets, 48 participants

Branca Holdings, Inc.'s Branca Holdings, Inc. Employee Stock Ownership Plan and Trust reported $208K in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,865 in Other Services (7,857 peers)

Branca Holdings, Inc. multi-year trail

Branca Holdings, Inc.'s plans moved -71.4% in assets from 2022 to 2023; this filing shows Branca Holdings, Inc. Employee Stock Ownership Plan and Trust at $208K / 48 participants.

#1,865
in Other Services (7,857 peers)
-71.4%
assets change YoY

The plan reported a net loss of $507K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Branca Holdings, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Branca Holdings, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$208,498 11th percentile higher than 11% 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

Branca Holdings, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Branca Holdings, Inc. Employee Stock Ownership Plan and Trust is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Branca Holdings, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $35K in the plan year 2022 filing to -$507K in the plan year 2023 filing.
  • Branca Holdings, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $728K in the plan year 2022 filing to $208K in the plan year 2023 filing.
  • Branca Holdings, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 52 in the plan year 2022 filing to 48 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 431501977 · Branca Holdings, Inc. PY 2023 · ESOP

Branca Holdings, Inc. Employee Stock Ownership Plan and Trust · $208K · 48 · 11th

  • PART $208K
  • TYPE 48
  • NET 11th
  • BOOK ESOP
  • VS-ST near Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan
  • BOY ind #1865

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 →

Branca Holdings, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Branca Holdings, Inc. Employee Stock Ownership Plan and TrustBranca Holdings, Inc. Employ…$208KBerrett-Koehler Publishers, Inc. Employee Stock Ownership PlanBerrett-Koehler Publishers, …$209KThe Financial Consulate Employee Stock Ownership PlanThe Financial Consulate Empl…$210KBlooming Nursery, Inc. Employee Stock Ownership PlanBlooming Nursery, Inc. Emplo…$210KIvey Engineering, Inc. Employee Stock Ownership PlanIvey Engineering, Inc. Emplo…$212K
End-of-year total assets ($M) among Branca Holdings, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Branca Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Branca Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$208K 71.3708614363864% vs 2022
2023 filing year
$0M$0.2M$0.4M$0.6M$0.8M 20222023 $0.73M $0.21M ▼ -71.2%
Year Plans Participants Total Assets
2022 1 52 $728K
2023 1 48 $208K

Branca Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$728K
Net Assets (End of Year)$208K
Net Income-$507K
Employer EIN431501977
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Branca Holdings, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Branca Holdings, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000208498 · Participants: 48Branca Holdings, Inc. Employee Stock Ownership Plan and TrustBurns & 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
Branca Holdings, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Branca Holdings, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Branca Holdings, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan in CA ($209K); by covered participants it is Surefire Ag Systems Employee Stock Ownership Plan in KS (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Branca Holdings, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Branca Holdings, Inc. Employee Stock Ownership Plan and Trust contracted severely - down 71.4% during 2023, from $728K to $208K. Reported net income was -$507K.
How have Branca Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Branca Holdings, Inc.'s sponsor-wide assets declined 71.4%, from $728K to $208K.
Where does Branca Holdings, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Branca Holdings, Inc. Employee Stock Ownership Plan and Trust ranks in the 11th 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 Branca Holdings, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Berrett-Koehler Publishers, Inc. Employee Stock Ownership Plan in CA ($209K, 33 participants).
Which ESOP plans cover a similar participant headcount to Branca Holdings, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Surefire Ag Systems Employee Stock Ownership Plan in KS (48 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 431501977.

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.