ESOP · DOL Form 5500 · 2023

Bender Medical Group, Inc. ESOP

Data updated 2026-08-25

$201K
Total assets Small plan by assets
50
Participants Small participant base
11th
Percentile by assets National rank
$4,022
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bender Medical Group, Inc. Employee Stock Ownership Plan · Sponsored by Bender Medical Group, Inc. · Colorado · Healthcare & Social Assistance

$201K in assets, 50 participants

Bender Medical Group, Inc.'s Bender Medical Group, Inc. Employee Stock Ownership Plan reported $201K in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,319 in Healthcare & Social Assistance (17,684 peers)

Bender Medical Group, Inc. multi-year trail

Bender Medical Group, Inc.'s plans moved -54.1% in assets from 2022 to 2024; this filing shows Bender Medical Group, Inc. Employee Stock Ownership Plan at $201K / 50 participants.

#1,319
in Healthcare & Social Assistance (17,684 peers)
-51.2%
assets change YoY

The plan reported a net loss of $201K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bender Medical Group, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Bender Medical Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$201,097 11th percentile higher than 11% 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

Bender Medical Group, 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. Bender Medical Group, 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

  • Bender Medical Group, Inc. Employee Stock Ownership Plan reported net income fell from -$4K in the plan year 2022 filing to -$201K in the plan year 2023 filing.
  • Bender Medical Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $412K in the plan year 2022 filing to $201K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 481205887 · Bender Medical Group, Inc. PY 2023 · ESOP

Bender Medical Group, Inc. Employee Stock Ownership Plan · $201K · 50 · 11th

  • EBSA $201K
  • EBSA 50
  • EBSA 11th
  • EBSA ESOP
  • EBSA near Millwork by Design, Inc. Employee Stock Ownership Plan
  • EBSA ind #1319

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 Colorado →

Bender Medical Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bender Medical Group, Inc. Employee Stock Ownership PlanBender Medical Group, Inc. E…$201KMillwork by Design, Inc. Employee Stock Ownership PlanMillwork by Design, Inc. Emp…$201KSouthstar Engineering & Consulting, Inc. ESOPSouthstar Engineering & Cons…$200KCustom Profile Holdings, Inc. Employee Stock Ownership PlanCustom Profile Holdings, Inc…$200KHot Frog Print & Media, Inc. Employee Stock Ownership PlanHot Frog Print & Media, Inc.…$200K
End-of-year total assets ($M) among Bender Medical Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Bender Medical Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bender Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$189K 54.13021385380714% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.41M $0.19M ▼ -53.7%
Year Plans Participants Total Assets
2022 1 50 $412K
2023 1 50 $201K
2024 1 47 $189K

Bender Medical Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$412K
Net Assets (End of Year)$201K
Net Income-$201K
Employer EIN481205887
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Bender Medical Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300400500 Total assets ($M) Participants Bender Medical Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.201097 · Participants: 50Bender Medical Group, Inc. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 385.149702 · Participants: 581Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 266.310908 · Participants: 776Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 211.311494 · Participants: 1075Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 209.447754 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 106.310439 · Participants: 444Hercules Industries, Inc. Employee Stock Ownership Plan
Bender Medical Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Bender Medical Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest ESOP by assets is Millwork by Design, Inc. Employee Stock Ownership Plan in AZ ($201K); 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 Bender Medical Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Bender Medical Group, Inc. Employee Stock Ownership Plan contracted severely - down 51.2% during 2023, from $412K to $201K. Reported net income was -$201K.
How have Bender Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bender Medical Group, Inc.'s sponsor-wide assets declined 54.1%, from $412K to $189K.
Where does Bender Medical Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bender Medical Group, Inc. Employee Stock Ownership Plan ranks in the 11th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Bender Medical Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Millwork by Design, Inc. Employee Stock Ownership Plan in AZ ($201K, 30 participants).
Which ESOP plans cover a similar participant headcount to Bender Medical Group, 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 481205887.

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.