ESOP · DOL Form 5500 · 2023

Bardenay, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
129
Participants Small participant base
34th
Percentile by assets National rank
$20,543
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Bardenay, Inc. Retirement Plan · Sponsored by Bardenay, Inc. · Idaho · Food Services & Accommodation

$3M in assets, 129 participants

Bardenay, Inc.'s Bardenay, Inc. Retirement Plan reported $3M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,685 in Food Services & Accommodation (3,828 peers)

Coverage in Idaho

Bardenay, Inc. Retirement Plan covers 129 participants in Idaho, about 37% of the average Idaho filer (state average ~347 per filing). Assets: $3M.

#2,685
in Food Services & Accommodation (3,828 peers)
+14.5%
assets growth YoY

Bardenay, Inc. Retirement Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Bardenay, Inc. Retirement Plan vs every filed plan by assets

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

$2,650,095 34th percentile higher than 34% 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

Bardenay, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bardenay, Inc. Retirement Plan sits mid-pack in the medium band (129 participants).

DOL schedule card

Filing strip 873238930 · Bardenay, Inc. PY 2023 · ESOP

Bardenay, Inc. Retirement Plan · $3M · 129 · 34th

  • BOOK $3M
  • VS-ST 129
  • BOY 34th
  • SCH ESOP
  • EBSA near West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan
  • PART ind #2685

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 Idaho →

Bardenay, Inc. Retirement Plan in the asset neighbourhood

Resource Systems Group, Inc. Employee Stock Ownership PlanResource Systems Group, Inc.…$3MA&t Systems, Inc. Employee Stock Ownership PlanA&t Systems, Inc. Employee S…$3MBardenay, Inc. Retirement PlanBardenay, Inc. Retirement Pl…$3MWest Coast Lighting & Energy, Inc. Employee Stock Ownership PlanWest Coast Lighting & Energy…$3MThe Bank of Herrin Employee Stock Ownership PlanThe Bank of Herrin Employee …$3M
End-of-year total assets ($M) among Bardenay, Inc. Retirement Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Idaho filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$342K
Employer EIN873238930
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Idaho

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

Bardenay, Inc. Retirement Plan vs. nearby ESOP plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246 Total assets ($B) Participants Bardenay, Inc. Retirement Plan, Total assets ($B): 0.002650095 · Participants: 129Bardenay, Inc. Retirement PlanWinco Employee Stock Ownership Plan, Total assets ($B): 4.656219713 · Participants: 16664Winco Employee Stock Ownership PlanNorco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.255999157 · Participants: 1341Norco, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.242106302 · Participants: 1015Litehouse, Inc. Employee Stock Ownership PlanStellar Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.229611549 · Participants: 659Stellar Industries, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.217520907 · Participants: 1130Litehouse, Inc. Employee Stock Ownership Plan
Bardenay, Inc. Retirement Plan vs. nearby ESOP plans in Idaho, assets vs. participants
Compare Bardenay, Inc. Retirement Plan side-by-side with 3 peers →

Bardenay, Inc. Retirement Plan's out-of-state ESOP peers by assets and headcount

Outside Idaho, the nearest ESOP by assets is West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan in CA ($3M); by covered participants it is Mosaic Employee Stock Ownership Plan in WA (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Bardenay, Inc. Retirement Plan assets move in 2023? ▼
Bardenay, Inc. Retirement Plan grew at a solid clip - up 14.5% during 2023, from $2M to $3M. Reported net income was $342K.
Which ESOP plans are similar in size to Bardenay, Inc. Retirement Plan? ▼
Among ESOP plans in other states, the closest by assets is West Coast Lighting & Energy, Inc. Employee Stock Ownership Plan in CA ($3M, 59 participants).
Which ESOP plans cover a similar participant headcount to Bardenay, Inc. Retirement Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mosaic Employee Stock Ownership Plan in WA (129 participants, $13M 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 873238930.

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.