ESOP · DOL Form 5500 · 2024
Barker-Phillips-Jackson, Inc ESOP
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 60
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $793,330
- Avg per participant High balance/head
Official DOL plan name: Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan · Sponsored by Barker-Phillips-Jackson, Inc · Missouri · Finance & Insurance
$48M in assets, 60 participants
Barker-Phillips-Jackson, Inc's Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan reported $48M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #6,371 in Finance & Insurance (8,549 peers)
Where Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan sits by assets
Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $48M for 60 participants (~$793,330/participant), up 11.6% in 2024.
- #6,371
- in Finance & Insurance (8,549 peers)
- +11.6%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan's outsized position by total assets
Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$47,599,777 Top 16% higher than 84% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan end-of-year assets rose from $43M in the plan year 2023 filing to $48M in the plan year 2024 filing.
- Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan reported participants rose from 57 in the plan year 2023 filing to 60 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 430907174 · Barker-Phillips-Jackson, Inc PY 2024 · ESOP
Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan · $48M · 60 · 84th
- ASSETS $48M
- PCT 60
- EIN 84th
- RANK ESOP
- PHOTO near Hytrol Conveyor Co., Inc. Employee Stock Ownership Plan
- IND ind #6371
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 →
Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $4M |
| Employer EIN | 430907174 |
| Plan Effective Date | 1968-08-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barker-Phillips-Jackson, Inc)
Sponsor-wide plan assets over time
All Barker-Phillips-Jackson, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 31.58295394555686% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 56 | $36M |
| 2023 | 1 | 57 | $43M |
| 2024 | 1 | 60 | $48M |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $5.5B · 9,902
- Mccarthy Employee Stock Ownership Plan $1.8B · 2,983
- Je Dunn Employee Stock Ownership Plan and Trust $621M · 2,825
- Arco DB Companies, Inc. Employee Stock Ownership Plan $514M · 608
- Emery Sapp Employee Stock Ownership Plan $400M · 2,184
Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Missouri, the nearest ESOP by assets is Hytrol Conveyor Co., Inc. Employee Stock Ownership Plan in AR ($48M); by covered participants it is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
Similar participant headcount
Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.