ESOP · DOL Form 5500 · 2023

Baesop Holding Company ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
76
Participants Small participant base
69th
Percentile by assets National rank
$214,070
Avg per participant Above avg balance/head
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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.

  • #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.

#555
in Management of Enterprises (1,137 peers)
+9.9%
assets growth YoY

The Party Source Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

The Party Source 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. The Party Source Employee Stock Ownership Plan is a small filing (76 participants) on this national headcount ladder.

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 →

Form 5500 schedule snapshot

Filing strip 921022905 · Baesop Holding Company PY 2023 · ESOP

The Party Source Employee Stock Ownership Plan · $16M · 76 · 69th

  • VS-ST $16M
  • BOY 76
  • SCH 69th
  • EBSA ESOP
  • PART near Fit Technologies, Inc. Employee Stock Ownership Plan
  • TYPE ind #555

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 Kentucky →

The Party Source Employee Stock Ownership Plan in the asset neighbourhood

The Party Source Employee Stock Ownership PlanThe Party Source Employee St…$16MFit Technologies, Inc. Employee Stock Ownership PlanFit Technologies, Inc. Emplo…$16MInternal Data Resources, Inc. Employee Stock Ownership PlanInternal Data Resources, Inc…$16MThe Bobbitt Group, Inc. Employee Stock Ownership PlanThe Bobbitt Group, Inc. Empl…$16MLincoln Builders, Inc. Employee Stock Ownership PlanLincoln Builders, Inc. Emplo…$16M
End-of-year total assets ($M) among The Party Source Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Baesop Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$16M 9.533284869187343% vs 2022
2024 filing year
$14.5M$15M$15.5M$16M$16.5M 202220232024 $14.8M $16.2M ▲ +9.5%
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 ($B) Participants The Party Source Employee Stock Ownership Plan, Total assets ($B): 0.016269333 · Participants: 76The Party Source Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
The Party Source Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare The Party Source Employee Stock Ownership Plan side-by-side with 3 peers →

The Party Source Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Fit Technologies, Inc. Employee Stock Ownership Plan in OH ($16M); by covered participants it is Mifflinburg Bank and Trust Company Employee Stock Ownership Plan in PA (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 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).
Which ESOP plans cover a similar participant headcount to The Party Source Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mifflinburg Bank and Trust Company Employee Stock Ownership Plan in PA (76 participants, $3M 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 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.