ESOP · DOL Form 5500 · 2023
South Barnes Development Company ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $234,262
- Avg per participant Above avg balance/head
Official DOL plan name: South Barnes Development Company Employee Stock Ownership Plan · Sponsored by South Barnes Development Company · Missouri · Professional & Technical Services
$5M in assets, 21 participants
South Barnes Development Company's South Barnes Development Company Employee Stock Ownership Plan reported $5M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #8,498 in Professional & Technical Services (20,321 peers)
South Barnes Development Company multi-year trail
South Barnes Development Company's plans moved +16.0% in assets from 2022 to 2024; this filing shows South Barnes Development Company Employee Stock Ownership Plan at $5M / 21 participants.
- #8,498
- in Professional & Technical Services (20,321 peers)
- +5.7%
- assets growth YoY
The plan reported a net loss of $61K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
South Barnes Development Company Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
South Barnes Development Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,919,493 44th percentile higher than 44% 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
South Barnes Development Company 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. South Barnes Development Company Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- South Barnes Development Company Employee Stock Ownership Plan reported net income rose from -$464K in the plan year 2022 filing to -$61K in the plan year 2023 filing.
- South Barnes Development Company Employee Stock Ownership Plan reported participants fell from 23 in the plan year 2022 filing to 21 in the plan year 2023 filing.
- South Barnes Development Company Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 431458281 · South Barnes Development Company PY 2023 · ESOP
South Barnes Development Company Employee Stock Ownership Plan · $5M · 21 · 44th
- VS-ST $5M
- BOY 21
- SCH 44th
- EBSA ESOP
- PART near W.J. Cox Associates, Inc. Employee Stock Ownership Plan
- TYPE ind #8498
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 →
South Barnes Development Company Employee Stock Ownership Plan in the asset neighbourhood
South Barnes Development Company multi-year asset trail
Sponsor-wide plan assets over time
All South Barnes Development Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 15.991055961457294% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23 | $5M |
| 2023 | 1 | 21 | $5M |
| 2024 | 1 | 17 | $5M |
South Barnes Development Company filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$61K |
| Employer EIN | 431458281 |
| Plan Effective Date | 1987-06-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $4.7B · 8,553
- Mccarthy Employee Stock Ownership Plan $1.5B · 3,651
- Arco DB Companies, Inc. Employee Stock Ownership Plan $443M · 560
- Je Dunn Employee Stock Ownership Plan and Trust $429M · 2,457
- Emery Sapp Employee Stock Ownership Plan $313M · 1,947
South Barnes Development Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Missouri, the nearest ESOP by assets is W.J. Cox Associates, Inc. Employee Stock Ownership Plan in NY ($5M); by covered participants it is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (21 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.