ESOP · DOL Form 5500 · 2023

Betenbough Companies, Pbc ESOP

Data updated 2026-08-25

$338M
Total assets Above avg plan size
327
Participants Below avg headcount
96th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Betenbough Companies Employee Stock Ownership Plan · Sponsored by Betenbough Companies, Pbc · Texas · Construction

$338M in assets, 327 participants

Betenbough Companies, Pbc's Betenbough Companies Employee Stock Ownership Plan reported $338M in total assets and 327 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,657 in Construction (9,030 peers)

Coverage in Texas

Betenbough Companies Employee Stock Ownership Plan covers 327 participants in Texas, about 48% of the average Texas filer (state average ~688 per filing). Assets: $338M.

#8,657
in Construction (9,030 peers)
-3.0%
assets change YoY
3.4×
vs typical plan assets (national mean)

The plan reported a net loss of $55M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Betenbough Companies Employee Stock Ownership Plan's outsized position by total assets

Betenbough Companies Employee Stock Ownership Plan vs every filed plan by assets

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

$338,212,539 Top 4% higher than 96% 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

Betenbough Companies 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. Betenbough Companies Employee Stock Ownership Plan sits mid-pack in the medium band (327 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Betenbough Companies Employee Stock Ownership Plan reported net income fell from $64M in the plan year 2022 filing to -$55M in the plan year 2023 filing.
  • Betenbough Companies Employee Stock Ownership Plan end-of-year assets fell from $349M in the plan year 2022 filing to $338M in the plan year 2023 filing.
  • Betenbough Companies Employee Stock Ownership Plan reported participants fell from 332 in the plan year 2022 filing to 327 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 752770236 · Betenbough Companies, Pbc PY 2023 · ESOP

Betenbough Companies Employee Stock Ownership Plan · $338M · 327 · 96th

  • VS-ST $338M
  • BOY 327
  • SCH 96th
  • EBSA ESOP
  • PART near Rli Corp. Employee Stock Ownership Plan
  • TYPE ind #8657

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 Texas →

Betenbough Companies Employee Stock Ownership Plan in the asset neighbourhood

Betenbough Companies Employee Stock Ownership PlanBetenbough Companies Employe…$338MRli Corp. Employee Stock Ownership PlanRli Corp. Employee Stock Own…$337MKci Technologies, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Emplo…$336MAmerican Systems Corporation Employee Stock Ownership PlanAmerican Systems Corporation…$331MTrachte Building Systems Employee Stock Ownership PlanTrachte Building Systems Emp…$331M
End-of-year total assets ($M) among Betenbough Companies Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$349M
Net Assets (End of Year)$223M
Net Income-$55M
Employer EIN752770236
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Betenbough Companies, Pbc)

Sponsor-wide plan assets over time

All Betenbough Companies, Pbc plans reported in each filing year

Latest sponsor-wide plan assets
$352M 1.0209036213079354% vs 2022
2024 filing year
$335M$340M$345M$350M$355M 202220232024 $349M $352M ▲ +1.0%
Year Plans Participants Total Assets
2022 1 332 $349M
2023 1 327 $338M
2024 1 370 $352M

Nearby ESOP Plans in Texas

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

Betenbough Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -50510152025 Total assets ($B) Participants Betenbough Companies Employee Stock Ownership Plan, Total assets ($B): 0.338212539 · Participants: 327Betenbough Companies Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Betenbough Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Betenbough Companies Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Rli Corp. Employee Stock Ownership Plan in IL ($337M); by covered participants it is Dixie Plywood and Lumber Company Employee Stock Ownership Plan in GA (327 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (327 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 Betenbough Companies Employee Stock Ownership Plan assets move in 2023? ▼
Betenbough Companies Employee Stock Ownership Plan edged down modestly - down 3.0% during 2023, from $349M to $338M. Reported net income was -$55M.
How have Betenbough Companies, Pbc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Betenbough Companies, Pbc's sponsor-wide assets grew 1.0%, from $349M to $352M.
Where does Betenbough Companies Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Betenbough Companies Employee Stock Ownership Plan ranks in the 96th 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 Betenbough Companies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rli Corp. Employee Stock Ownership Plan in IL ($337M, 900 participants).
Which ESOP plans cover a similar participant headcount to Betenbough Companies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dixie Plywood and Lumber Company Employee Stock Ownership Plan in GA (327 participants, $208M 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 752770236.

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.