ESOP · DOL Form 5500 · 2023
Osborn & Barr Communications, Inc. ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 88
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $52,138
- Avg per participant Low balance/head
Official DOL plan name: Osborn and Barr Communications, Inc. Employees Stock Ownership Plan · Sponsored by Osborn & Barr Communications, Inc. · Missouri · Professional & Technical Services
$5M in assets, 88 participants
Osborn & Barr Communications, Inc.'s Osborn and Barr Communications, Inc. Employees Stock Ownership Plan reported $5M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,190 in Professional & Technical Services (20,321 peers)
2023 asset change
Osborn and Barr Communications, Inc. Employees Stock Ownership Plan declined sharply 15.6% in 2023 ($5M → $5M) for 88 participants.
- #8,190
- in Professional & Technical Services (20,321 peers)
- -15.6%
- assets change YoY
The plan reported a net loss of $707K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Osborn and Barr Communications, Inc. Employees Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Osborn and Barr Communications, Inc. Employees Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,588,161 43rd percentile higher than 43% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Osborn and Barr Communications, Inc. Employees 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. Osborn and Barr Communications, Inc. Employees Stock Ownership Plan is a small filing (88 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Osborn and Barr Communications, Inc. Employees Stock Ownership Plan reported net income rose from -$4M in the plan year 2022 filing to -$707K in the plan year 2023 filing.
- Osborn and Barr Communications, Inc. Employees Stock Ownership Plan reported participants rose from 75 in the plan year 2022 filing to 88 in the plan year 2023 filing.
- Osborn and Barr Communications, Inc. Employees Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
DOL schedule card
Filing strip 431480127 · Osborn & Barr Communications, Inc. PY 2023 · ESOP
Osborn and Barr Communications, Inc. Employees Stock Ownership Plan · $5M · 88 · 43rd
- SCH $5M
- EBSA 88
- PART 43rd
- TYPE ESOP
- NET near Brooks Heating and Air Conditioning Employee Stock Ownership Plan
- BOOK ind #8190
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 Missouri →
Osborn and Barr Communications, Inc. Employees Stock Ownership Plan in the asset neighbourhood
Osborn & Barr Communications, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Osborn & Barr Communications, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 5.068143268680478% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 205 | $16M |
| 2023 | 2 | 196 | $17M |
| 2024 | 2 | 137 | $15M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$707K |
| Employer EIN | 431480127 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $4.7B · 8,553
- Mccarthy Employee Stock Ownership Plan $1.5B · 3,651
- Arco DB Companies, Inc. Employee Stock Ownership Plan $443M · 560
- Je Dunn Employee Stock Ownership Plan and Trust $429M · 2,457
- Emery Sapp Employee Stock Ownership Plan $313M · 1,947
Osborn and Barr Communications, Inc. Employees Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Missouri, the nearest ESOP by assets is Brooks Heating and Air Conditioning Employee Stock Ownership Plan in LA ($5M); by covered participants it is Scheduling Institute, Inc. Employee Stock Ownership Plan in GA (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (88 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.