ESOP · DOL Form 5500 · 2023

Baesop Holding Company ESOP

Data updated 2026-08-11

$16M
Total assets
76
Participants
69th
Percentile by assets
$214,070
Avg per participant
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Official DOL plan name: The Party Source Employee Stock Ownership Plan · Sponsored by Baesop Holding Company · Kentucky · Management of Enterprises

$16M in assets, 76 participants

Baesop Holding Company's The Party Source Employee Stock Ownership Plan reported $16M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • 69th percentile by assets (of 127,072 plans)
  • #555 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, The Party Source Employee Stock Ownership Plan ranks #555 of 1,137 2023 filers by assets (2185% of the sector average)-$16M for 76 participants.

$16M
total plan assets (2023 EOY)
76
covered participants
69th
percentile by assets (of 127,072 plans)
$214,070
avg assets per participant

Where The Party Source Employee Stock Ownership Plan sits by total assets

The Party Source Employee Stock Ownership Plan vs every filed plan by assets

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

$16,269,333 Top 31% higher than 69% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Party Source Employee Stock Ownership Plan reported net income rose from $241K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Party Source Employee Stock Ownership Plan reported participants rose from 57 in the plan year 2022 filing to 76 in the plan year 2023 filing.
  • The Party Source Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Kentucky
Industry
Management of Enterprises

Rank #555 in Management of Enterprises

Among 1,137 Management of Enterprises plans that filed a Form 5500 for plan year 2023, The Party Source Employee Stock Ownership Plan ranks #555 by end-of-year assets - about 2185% of the sector average of $356M. Nationally it sits in the 69th percentile, a weaker position within its industry than across all filers.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN921022905
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baesop Holding Company)

$14.5M$15M$15.5M$16M$16.5M 202220232024 $14.8M $16.2M ▲ +9.5%
Total plan assets by year, all Baesop Holding Company plans on file
Year Plans Participants Total Assets
2022 1 57 $15M
2023 1 76 $16M
2024 1 73 $16M

Nearby ESOP Plans in Kentucky

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

The Party Source Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants The Party Source Emp…, Total assets ($B): 0.016269333 · Participants: 76The Party Source Emp…Houchens Industries,…, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries,…Stock Yards Bank & T…, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & T…Gray, Inc. Employee …, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee …H & R Agri-Power Emp…, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Emp…Kentuckiana Comfort …, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort …
The Party Source Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare The Party Source Employee Stock Ownershi… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to The Party Source Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did The Party Source Employee Stock Ownership Plan assets move in 2023? ▼
The Party Source Employee Stock Ownership Plan grew at a solid clip - up 9.9% during 2023, from $15M to $16M. Reported net income was $1M.
How have Baesop Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baesop Holding Company's sponsor-wide assets grew 9.5%, from $15M to $16M.
Which ESOP plans are similar in size to The Party Source Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fit Technologies, Inc. Employee Stock Ownership Plan in OH ($16M, 101 participants).

Next read for The Party Source Employee Stock Ownershi…

Filing takeaways

Ways to act on The Party Source Employee Stock Ownership Plan's numbers.

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 921022905.

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.