ESOP · DOL Form 5500 · 2023

Barrio Brewing Company, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
40
Participants Small participant base
36th
Percentile by assets National rank
$77,040
Avg per participant Below avg balance/head
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Official DOL plan name: Barrio Brewing Company. Inc. Employee Stock Ownership Plan and Trust · Sponsored by Barrio Brewing Company, Inc. · Arizona · Manufacturing

$3M in assets, 40 participants

Barrio Brewing Company, Inc.'s Barrio Brewing Company. Inc. Employee Stock Ownership Plan and Trust reported $3M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,654 in Manufacturing (18,722 peers)

Barrio Brewing Company, Inc. multi-year trail

Barrio Brewing Company, Inc.'s plans moved +15.6% in assets from 2022 to 2024; this filing shows Barrio Brewing Company. Inc. Employee Stock Ownership Plan and Trust at $3M / 40 participants.

#3,654
in Manufacturing (18,722 peers)
-8.9%
assets change YoY

The plan reported a net loss of $118K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Barrio Brewing Company. Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Barrio Brewing Company. Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$3,081,611 36th percentile higher than 36% 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

Barrio Brewing Company. Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barrio Brewing Company. Inc. Employee Stock Ownership Plan and Trust is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barrio Brewing Company. Inc. Employee Stock Ownership Plan and Trust reported net income fell from $2M in the plan year 2022 filing to -$118K in the plan year 2023 filing.
  • Barrio Brewing Company. Inc. Employee Stock Ownership Plan and Trust reported participants rose from 34 in the plan year 2022 filing to 40 in the plan year 2023 filing.
  • Barrio Brewing Company. Inc. Employee Stock Ownership Plan and Trust 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 →

EBSA filing schedule strip

Filing strip 843461338 · Barrio Brewing Company, Inc. PY 2023 · ESOP

Barrio Brewing Company. Inc. Employee Stock Ownership Plan and Trust · $3M · 40 · 36th

  • SCH $3M
  • EBSA 40
  • PART 36th
  • TYPE ESOP
  • NET near Amb Financial Corp. Employee Stock Ownership Plan
  • BOOK ind #3654

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 Arizona →

Barrio Brewing Company. Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Barrio Brewing Company. Inc. Employee Stock Ownership Plan and TrustBarrio Brewing Company. Inc.…$3MAmb Financial Corp. Employee Stock Ownership PlanAmb Financial Corp. Employee…$3MRalston Veterinary Clinic, Inc Employee Stock Ownership PlanRalston Veterinary Clinic, I…$3MSpectrum Solutions, Inc. Employee Stock Ownership PlanSpectrum Solutions, Inc. Emp…$3MLandry's Bicycles Employee Stock Ownership PlanLandry's Bicycles Employee S…$3M
End-of-year total assets ($M) among Barrio Brewing Company. Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Barrio Brewing Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Barrio Brewing Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 15.62802738082987% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.38M $3.91M ▲ +15.7%
Year Plans Participants Total Assets
2022 1 34 $3M
2023 1 40 $3M
2024 1 46 $4M

Barrio Brewing Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$798K
Net Income-$118K
Employer EIN843461338
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

Barrio Brewing Company. Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.5 Total assets ($B) Participants Barrio Brewing Company. Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.003081611 · Participants: 40Barrio Brewing Company. Inc. Employee Stock Ownership Plan and TrustThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. Employee Stock Ownership Plan
Barrio Brewing Company. Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Barrio Brewing Company. Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Barrio Brewing Company. Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Amb Financial Corp. Employee Stock Ownership Plan in IN ($3M); by covered participants it is Churchville Fire Equipment Corp. Employee Stock Ownership Plan in NY (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Barrio Brewing Company. Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Barrio Brewing Company. Inc. Employee Stock Ownership Plan and Trust pulled back noticeably - down 8.9% during 2023, from $3M to $3M. Reported net income was -$118K.
How have Barrio Brewing Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barrio Brewing Company, Inc.'s sponsor-wide assets grew 15.6%, from $3M to $4M.
Which ESOP plans are similar in size to Barrio Brewing Company. Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Amb Financial Corp. Employee Stock Ownership Plan in IN ($3M, 31 participants).
Which ESOP plans cover a similar participant headcount to Barrio Brewing Company. Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Churchville Fire Equipment Corp. Employee Stock Ownership Plan in NY (40 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 843461338.

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.