ESOP · DOL Form 5500 · 2023

Bios Companies Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
794
Participants Near avg headcount
27th
Percentile by assets National rank
$1,875
Avg per participant Low balance/head
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Official DOL plan name: Bios Companies, Inc. Employee Stock Ownership Plan · Sponsored by Bios Companies Inc. · Oklahoma · Healthcare & Social Assistance

$1M in assets, 794 participants

Bios Companies Inc.'s Bios Companies, Inc. Employee Stock Ownership Plan reported $1M in total assets and 794 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,296 in Healthcare & Social Assistance (17,684 peers)

Bios Companies Inc. multi-year trail

Bios Companies Inc.'s plans moved +1081.4% in assets from 2023 to 2024; this filing shows Bios Companies, Inc. Employee Stock Ownership Plan at $1M / 794 participants.

#4,296
in Healthcare & Social Assistance (17,684 peers)
-60.8%
assets change YoY

The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bios Companies, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Bios Companies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,488,482 27th percentile higher than 27% 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

Bios Companies, Inc. Employee Stock Ownership 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. Bios Companies, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (794 participants).

EBSA filing schedule strip

Filing strip 030459708 · Bios Companies Inc. PY 2023 · ESOP

Bios Companies, Inc. Employee Stock Ownership Plan · $1M · 794 · 27th

  • IND $1M
  • IND 794
  • IND 27th
  • IND ESOP
  • IND near Michael Mccutcheon Construction Company, Inc. Employee Stock Ownership Plan
  • IND ind #4296

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 Oklahoma →

Bios Companies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bios Companies, Inc. Employee Stock Ownership PlanBios Companies, Inc. Employe…$1MMichael Mccutcheon Construction Company, Inc. Employee Stock Ownership PlanMichael Mccutcheon Construct…$1ME-Gineering, Inc. Employee Stock Ownership PlanE-Gineering, Inc. Employee S…$1MN/S Corporation Employee Stock Ownership PlanN/S Corporation Employee Sto…$1MTechnology Management Company Employees' Stock Ownership Plan and TrustTechnology Management Compan…$1M
End-of-year total assets ($M) among Bios Companies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Bios Companies Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bios Companies Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 1081.4049481283616% vs 2023
2024 filing year
$0M$5M$10M$15M$20M 20232024 $1.49M $17.6M ▲ +1080.5%
Year Plans Participants Total Assets
2023 1 794 $1M
2024 2 1,359 $18M

Bios Companies Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$24M
Net Income-$28M
Employer EIN030459708
Plan Effective Date2022-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oklahoma

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

Bios Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Bios Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.488482 · Participants: 794Bios Companies, Inc. Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 310.564256 · Participants: 1300Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 232.047343 · Participants: 62International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 155.427941 · Participants: 1305Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 147.218916 · Participants: 1631Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.222563 · Participants: 132Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Bios Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Bios Companies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Bios Companies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Michael Mccutcheon Construction Company, Inc. Employee Stock Ownership Plan in CA ($1M); by covered participants it is Russ Davis Wholesale, Inc Employee Stock Ownership Plan in MN (792 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (794 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 Bios Companies, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Bios Companies, Inc. Employee Stock Ownership Plan contracted severely - down 60.8% during 2023, from $4M to $1M. Reported net income was -$28M.
How have Bios Companies Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Bios Companies Inc.'s sponsor-wide assets grew 1081.4%, from $1M to $18M.
Which ESOP plans are similar in size to Bios Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Michael Mccutcheon Construction Company, Inc. Employee Stock Ownership Plan in CA ($1M, 15 participants).
Which ESOP plans cover a similar participant headcount to Bios Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Russ Davis Wholesale, Inc Employee Stock Ownership Plan in MN (792 participants, $92M 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 030459708.

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.