ESOP · DOL Form 5500 · 2023

Betenbough Companies, Pbc ESOP

Data updated 2026-08-11

$338M
Total assets
327
Participants
96th
Percentile by assets
$1.0M
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$338M
total plan assets (2023 EOY)
327
covered participants
96th
percentile by assets (of 127,072 plans)
$1.0M
avg assets per participant

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.

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 2023→2024 release diff →

State
Industry

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Betenbough Companies Employee Stock Ownership Plan reports 327 participants - about 48% of that state average ($338M EOY assets).

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)

$335M$340M$345M$350M$355M 202220232024 $349M $352M ▲ +1.0%
Total plan assets by year, all Betenbough Companies, Pbc plans on file
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

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…Sammons Enterprises,…Highland Homes Emplo…Austin Industries Em…Cactus Feeders, Inc.…Lja Engineering, Inc…
Betenbough Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Betenbough Companies Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Betenbough Companies Employee Stock Owne…

Filing takeaways

Ways to act on Betenbough Companies Employee Stock Ownership Plan's numbers.

  • By total assets, Betenbough Companies Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
  • Betenbough Companies, Pbc's sponsor-wide assets have grown 1.0% since 2022 across 3 plan years on file. More Construction plans