ESOP · DOL Form 5500 · 2023

F. R. Bell & Associates, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
15
Participants Small participant base
35th
Percentile by assets National rank
$184,631
Avg per participant Above avg balance/head
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Official DOL plan name: F. R. Bell & Associates Employee Stock Ownership Plan · Sponsored by F. R. Bell & Associates, Inc. · Alaska · Professional & Technical Services

$3M in assets, 15 participants

F. R. Bell & Associates, Inc.'s F. R. Bell & Associates Employee Stock Ownership Plan reported $3M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,352 in Professional & Technical Services (20,321 peers)

F. R. Bell & Associates, Inc. multi-year trail

F. R. Bell & Associates, Inc.'s plans moved -25.2% in assets from 2022 to 2024; this filing shows F. R. Bell & Associates Employee Stock Ownership Plan at $3M / 15 participants.

#6,352
in Professional & Technical Services (20,321 peers)
-1.6%
assets change YoY

The plan reported a net loss of $45K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

F. R. Bell & Associates Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

F. R. Bell & Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$2,769,468 35th percentile higher than 35% 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

F. R. Bell & Associates Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. F. R. Bell & Associates Employee Stock Ownership Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • F. R. Bell & Associates Employee Stock Ownership Plan reported net income rose from -$873K in the plan year 2022 filing to -$45K in the plan year 2023 filing.
  • F. R. Bell & Associates Employee Stock Ownership Plan reported participants fell from 16 in the plan year 2022 filing to 15 in the plan year 2023 filing.
  • F. R. Bell & Associates Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 920128211 · F. R. Bell & Associates, Inc. PY 2023 · ESOP

F. R. Bell & Associates Employee Stock Ownership Plan · $3M · 15 · 35th

  • IND $3M
  • IND 15
  • IND 35th
  • IND ESOP
  • IND near Geostruct Engineers, Inc. Employee Stock Ownership Plan
  • IND ind #6352

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 Alaska →

F. R. Bell & Associates Employee Stock Ownership Plan in the asset neighbourhood

F. R. Bell & Associates Employee Stock Ownership PlanF. R. Bell & Associates Empl…$3MGeostruct Engineers, Inc. Employee Stock Ownership PlanGeostruct Engineers, Inc. Em…$3MFlemington Department Store, Inc. Employee Stock Ownership PlanFlemington Department Store,…$3MAdminco, Inc. Employee Stock Ownership and Profit Sharing PlanAdminco, Inc. Employee Stock…$3MVeralon Partners Inc. Employee Stock Ownership PlanVeralon Partners Inc. Employ…$3M
End-of-year total assets ($M) among F. R. Bell & Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

F. R. Bell & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All F. R. Bell & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 25.157459540227027% vs 2022
2024 filing year
$2M$2.5M$3M 202220232024 $2.81M $2.11M ▼ -24.9%
Year Plans Participants Total Assets
2022 1 16 $3M
2023 1 15 $3M
2024 1 16 $2M

F. R. Bell & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$45K
Employer EIN920128211
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Alaska

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

F. R. Bell & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Alaska, assets vs. participants Scatter plot of 6 data points. 050100150 01020304050 Total assets ($M) Participants F. R. Bell & Associates Employee Stock Ownership Plan, Total assets ($M): 2.769468 · Participants: 15F. R. Bell & Associates Employee Stock Ownership PlanAlaska Rubber & Supply, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 41.82456 · Participants: 135Alaska Rubber & Supply, Inc. Employee Stock Ownership Plan and TrustCornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 36.793483 · Participants: 37Cornerstone Holdings, Inc. Employee Stock Ownership Plan and TrustAlaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 30.126746 · Participants: 47Alaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and TrustSagaya Corporation Employee Stock Ownership Plan, Total assets ($M): 21.99761 · Participants: 105Sagaya Corporation Employee Stock Ownership PlanAlaska Rent-a-Car, Inc. Employee Stock Ownership Plan, Total assets ($M): 15.483711 · Participants: 137Alaska Rent-a-Car, Inc. Employee Stock Ownership Plan
F. R. Bell & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Alaska, assets vs. participants
Compare F. R. Bell & Associates Employee Stock Ownership Plan side-by-side with 3 peers →

F. R. Bell & Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alaska, the nearest ESOP by assets is Geostruct Engineers, Inc. Employee Stock Ownership Plan in CO ($3M); by covered participants it is First National Bank of Sparta Profit Sharing Plan in IL (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 F. R. Bell & Associates Employee Stock Ownership Plan assets move in 2023? ▼
F. R. Bell & Associates Employee Stock Ownership Plan edged down modestly - down 1.6% during 2023, from $3M to $3M. Reported net income was -$45K.
How have F. R. Bell & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), F. R. Bell & Associates, Inc.'s sponsor-wide assets declined 25.2%, from $3M to $2M.
Which ESOP plans are similar in size to F. R. Bell & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Geostruct Engineers, Inc. Employee Stock Ownership Plan in CO ($3M, 73 participants).
Which ESOP plans cover a similar participant headcount to F. R. Bell & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First National Bank of Sparta Profit Sharing Plan in IL (15 participants, $2M 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 920128211.

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.