ESOP · DOL Form 5500 · 2023

Bardex Corporation ESOP

Data updated 2026-08-25

$28M
Total assets Below avg plan size
47
Participants Small participant base
78th
Percentile by assets National rank
$601,176
Avg per participant High balance/head
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Official DOL plan name: Bardex Corporation Employee Stock Ownership Plan · Sponsored by Bardex Corporation · California · Manufacturing

$28M in assets, 47 participants

Bardex Corporation's Bardex Corporation Employee Stock Ownership Plan reported $28M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #13,103 in Manufacturing (18,722 peers)

Where Bardex Corporation Employee Stock Ownership Plan sits by assets

Bardex Corporation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $28M for 47 participants (~$601,176/participant), up 22.7% in 2023.

#13,103
in Manufacturing (18,722 peers)
+22.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bardex Corporation Employee Stock Ownership Plan's outsized position by total assets

Bardex Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$28,255,262 Top 22% higher than 78% 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

Bardex Corporation 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. Bardex Corporation Employee Stock Ownership Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bardex Corporation Employee Stock Ownership Plan end-of-year assets rose from $23M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Bardex Corporation Employee Stock Ownership Plan reported participants rose from 39 in the plan year 2022 filing to 47 in the plan year 2023 filing.
  • Bardex Corporation Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953793000 · Bardex Corporation PY 2023 · ESOP

Bardex Corporation Employee Stock Ownership Plan · $28M · 47 · 78th

  • ASSETS $28M
  • ASSETS 47
  • ASSETS 78th
  • ASSETS ESOP
  • ASSETS near Cramer & Associates, Inc. Employee Stock Ownership Plan
  • ASSETS ind #13103

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 →

Bardex Corporation Employee Stock Ownership Plan in the asset neighbourhood

First State Bancorp of Monticello, Inc. ESOPFirst State Bancorp of Monti…$28MAcme Mechanical Contractors of Virginia, Inc. Employee Stock Ownership Plan and TrustAcme Mechanical Contractors …$28MBardex Corporation Employee Stock Ownership PlanBardex Corporation Employee …$28MCramer & Associates, Inc. Employee Stock Ownership PlanCramer & Associates, Inc. Em…$28MKenmark Optical, Inc. Employee Stock Ownership PlanKenmark Optical, Inc. Employ…$28M
End-of-year total assets ($M) among Bardex Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$18M
Net Income$6M
Employer EIN953793000
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bardex Corporation)

Sponsor-wide plan assets over time

All Bardex Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$24M 3.527601598522195% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23M $23.8M ▲ +3.5%
Year Plans Participants Total Assets
2022 1 39 $23M
2023 1 47 $28M
2024 1 64 $24M

Nearby ESOP Plans in California

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

Bardex Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Bardex Corporation Employee Stock Ownership Plan, Total assets ($B): 0.028255262 · Participants: 47Bardex Corporation 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
Bardex Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Bardex Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Bardex Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Cramer & Associates, Inc. Employee Stock Ownership Plan in IA ($28M); by covered participants it is Buse Timber & Sales, Inc. Employee Stock Ownership Plan in WA (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Bardex Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Bardex Corporation Employee Stock Ownership Plan grew sharply - up 22.7% during 2023, from $23M to $28M. Reported net income was $6M.
How have Bardex Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bardex Corporation's sponsor-wide assets grew 3.5%, from $23M to $24M.
Where does Bardex Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bardex Corporation Employee Stock Ownership Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Bardex Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cramer & Associates, Inc. Employee Stock Ownership Plan in IA ($28M, 117 participants).
Which ESOP plans cover a similar participant headcount to Bardex Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Buse Timber & Sales, Inc. Employee Stock Ownership Plan in WA (47 participants, $15M 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 953793000.

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.