ESOP · DOL Form 5500 · 2023

23, Ltd. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
83
Participants Small participant base
74th
Percentile by assets National rank
$257,747
Avg per participant Above avg balance/head
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Official DOL plan name: Bradsby Group Employee Stock Ownership Plan · Sponsored by 23, Ltd. · Colorado · Administrative & Support Services

$21M in assets, 83 participants

23, Ltd.'s Bradsby Group Employee Stock Ownership Plan reported $21M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #3,785 in Administrative & Support Services (4,372 peers)

23, Ltd. multi-year trail

23, Ltd.'s plans moved -16.3% in assets from 2022 to 2024; this filing shows Bradsby Group Employee Stock Ownership Plan at $21M / 83 participants.

#3,785
in Administrative & Support Services (4,372 peers)
-13.3%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bradsby Group Employee Stock Ownership Plan's outsized position by total assets

Bradsby Group Employee Stock Ownership Plan vs every filed plan by assets

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

$21,392,982 Top 26% higher than 74% 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

Bradsby Group 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. Bradsby Group Employee Stock Ownership Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bradsby Group Employee Stock Ownership Plan reported net income fell from $953K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Bradsby Group Employee Stock Ownership Plan end-of-year assets fell from $25M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Bradsby Group Employee Stock Ownership Plan reported participants fell from 90 in the plan year 2022 filing to 83 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 840590420 · 23, Ltd. PY 2023 · ESOP

Bradsby Group Employee Stock Ownership Plan · $21M · 83 · 74th

  • SCH $21M
  • SCH 83
  • SCH 74th
  • SCH ESOP
  • SCH near The Gemroi Company Employee Stock Ownership Plan
  • SCH ind #3785

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 →

Bradsby Group Employee Stock Ownership Plan in the asset neighbourhood

Grato Employee Stock Ownership PlanGrato Employee Stock Ownersh…$21MNic Partners, Inc. Employee Stock Ownership PlanNic Partners, Inc. Employee …$21MThe Gemroi Company Employee Stock Ownership PlanThe Gemroi Company Employee …$21MBradsby Group Employee Stock Ownership PlanBradsby Group Employee Stock…$21MCitizens Bank Employee Stock Ownership and Retirement Savings PlanCitizens Bank Employee Stock…$21M
End-of-year total assets ($M) among Bradsby Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

23, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All 23, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 16.276789663211957% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $24.7M $20.7M ▼ -16.3%
Year Plans Participants Total Assets
2022 1 90 $25M
2023 1 83 $21M
2024 1 85 $21M

23, Ltd. filing trail (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN840590420
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Bradsby Group Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants Bradsby Group Employee Stock Ownership Plan, Total assets ($M): 21.392982 · Participants: 83Bradsby Group 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
Bradsby Group Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Bradsby Group Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest ESOP by assets is The Gemroi Company Employee Stock Ownership Plan in VA ($21M); by covered participants it is Hilbers, Inc. Employee Stock Ownership Plan in CA (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Bradsby Group Employee Stock Ownership Plan assets move in 2023? ▼
Bradsby Group Employee Stock Ownership Plan pulled back noticeably - down 13.3% during 2023, from $25M to $21M. Reported net income was -$3M.
How have 23, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 23, Ltd.'s sponsor-wide assets declined 16.3%, from $25M to $21M.
Which ESOP plans are similar in size to Bradsby Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Gemroi Company Employee Stock Ownership Plan in VA ($21M, 20 participants).
Which ESOP plans cover a similar participant headcount to Bradsby Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hilbers, Inc. Employee Stock Ownership Plan in CA (83 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 840590420.

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.