ESOP · DOL Form 5500 · 2023

Bivar, Inc ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
50
Participants Small participant base
52nd
Percentile by assets National rank
$145,466
Avg per participant Above avg balance/head
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Official DOL plan name: Bivar, Inc. Employee Stock Ownership Plan · Sponsored by Bivar, Inc · California · Manufacturing

$7M in assets, 50 participants

Bivar, Inc's Bivar, Inc. Employee Stock Ownership Plan reported $7M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #6,788 in Manufacturing (18,722 peers)

Bivar, Inc multi-year trail

Bivar, Inc's plans moved -66.6% in assets from 2022 to 2024; this filing shows Bivar, Inc. Employee Stock Ownership Plan at $7M / 50 participants.

#6,788
in Manufacturing (18,722 peers)
-39.0%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bivar, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Bivar, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,273,301 Top 48% higher than 52% 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

Bivar, Inc. 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. Bivar, Inc. Employee Stock Ownership Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bivar, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
  • Bivar, Inc. Employee Stock Ownership Plan end-of-year assets fell from $12M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Bivar, Inc. Employee Stock Ownership Plan reported participants rose from 46 in the plan year 2022 filing to 50 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941629565 · Bivar, Inc PY 2023 · ESOP

Bivar, Inc. Employee Stock Ownership Plan · $7M · 50 · 52nd

  • BOOK $7M
  • BOOK 50
  • BOOK 52nd
  • BOOK ESOP
  • BOOK near Monroe Rubber & Plastic, Inc. Employee Stock Ownership Plan
  • BOOK ind #6788

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 California →

Bivar, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Spencer Enterprises, Inc. Employee Stock Ownership PlanSpencer Enterprises, Inc. Em…$7MBivar, Inc. Employee Stock Ownership PlanBivar, Inc. Employee Stock O…$7MMonroe Rubber & Plastic, Inc. Employee Stock Ownership PlanMonroe Rubber & Plastic, Inc…$7MGotham Per Diem, Inc. Employee Stock Ownership PlanGotham Per Diem, Inc. Employ…$7MSomerset Regal Bank Employee Stock Ownership PlanSomerset Regal Bank Employee…$7M
End-of-year total assets ($M) among Bivar, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Bivar, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Bivar, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 66.61753679643546% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $11.9M $3.98M ▼ -66.6%
Year Plans Participants Total Assets
2022 1 46 $12M
2023 1 50 $7M
2024 1 47 $4M

Bivar, Inc filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$6M
Net Income-$5M
Employer EIN941629565
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Bivar, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Bivar, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007273301 · Participants: 50Bivar, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Bivar, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Bivar, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Bivar, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Monroe Rubber & Plastic, Inc. Employee Stock Ownership Plan in MI ($7M); by covered participants it is Tc Federal Bank Employee Stock Ownership Plan in GA (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Bivar, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Bivar, Inc. Employee Stock Ownership Plan contracted severely - down 39.0% during 2023, from $12M to $7M. Reported net income was -$5M.
How have Bivar, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bivar, Inc's sponsor-wide assets declined 66.6%, from $12M to $4M.
Which ESOP plans are similar in size to Bivar, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Monroe Rubber & Plastic, Inc. Employee Stock Ownership Plan in MI ($7M, 16 participants).
Which ESOP plans cover a similar participant headcount to Bivar, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tc Federal Bank Employee Stock Ownership Plan in GA (50 participants, $5M 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 941629565.

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.