ESOP · DOL Form 5500 · 2023
Bsi Holdings Inc. ESOP
Data updated 2026-08-25
- $209M
- Total assets Near avg plan size
- 206
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Brown Strauss, Inc. Employee Stock Ownership Plan · Sponsored by Bsi Holdings Inc. · Colorado · Manufacturing
$209M in assets, 206 participants
Bsi Holdings Inc.'s Brown Strauss, Inc. Employee Stock Ownership Plan reported $209M in total assets and 206 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #17,235 in Manufacturing (18,722 peers)
Where Brown Strauss, Inc. Employee Stock Ownership Plan sits by assets
Brown Strauss, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $209M for 206 participants (~$1.0M/participant), down 10.1% in 2023.
- #17,235
- in Manufacturing (18,722 peers)
- -10.1%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brown Strauss, Inc. Employee Stock Ownership Plan's outsized position by total assets
Brown Strauss, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$209,447,754 Top 5% higher than 95% 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
Brown Strauss, 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. Brown Strauss, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (206 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brown Strauss, Inc. Employee Stock Ownership Plan reported net income rose from -$50M in the plan year 2022 filing to -$24M in the plan year 2023 filing.
- Brown Strauss, Inc. Employee Stock Ownership Plan end-of-year assets fell from $233M in the plan year 2022 filing to $209M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 352523825 · Bsi Holdings Inc. PY 2023 · ESOP
Brown Strauss, Inc. Employee Stock Ownership Plan · $209M · 206 · 95th
- NET $209M
- NET 206
- NET 95th
- NET ESOP
- NET near David Clark Employee Stock Ownership Plan
- NET ind #17235
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 Colorado →
Brown Strauss, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $233M |
|---|---|
| Net Assets (End of Year) | $209M |
| Net Income | -$24M |
| Employer EIN | 352523825 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bsi Holdings Inc.)
Sponsor-wide plan assets over time
All Bsi Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $160M 31.135767765333277% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 206 | $233M |
| 2023 | 1 | 206 | $209M |
| 2024 | 1 | 233 | $160M |
Nearby ESOP Plans in Colorado
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Alpine Lumber Company Employee Stock Ownership Plan $385M · 581
- Trinidad Benham Corp. Employee Stock Ownership Plan $266M · 776
- Envision Management Holding, Inc. Employee Stock Ownership Plan $211M · 1,075
- Hercules Industries, Inc. Employee Stock Ownership Plan $106M · 444
- Tuff Shed, Inc. Employee Stock Ownership Plan $92M · 1,490
Brown Strauss, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Colorado, the nearest ESOP by assets is David Clark Employee Stock Ownership Plan in MA ($209M); by covered participants it is Bankprov Employee Stock Ownership Plan in MA (206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($209M here).
Similar participant headcount
Nearest other-state filings by covered participants (206 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.