ESOP · DOL Form 5500 · 2024

Beaty Holding Group, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
62
Participants Small participant base
72nd
Percentile by assets National rank
$355,319
Avg per participant High balance/head
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Official DOL plan name: Beaty Holding Group, Inc. Employee Stock Ownership Plan · Sponsored by Beaty Holding Group, Inc. · Indiana · Construction

$22M in assets, 62 participants

Beaty Holding Group, Inc.'s Beaty Holding Group, Inc. Employee Stock Ownership Plan reported $22M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,407 in Construction (9,039 peers)

Beaty Holding Group, Inc. multi-year trail

Beaty Holding Group, Inc.'s plans moved +87.6% in assets from 2022 to 2024; this filing shows Beaty Holding Group, Inc. Employee Stock Ownership Plan at $22M / 62 participants.

#6,407
in Construction (9,039 peers)
+43.1%
assets growth YoY

Beaty Holding Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Beaty Holding Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$22,029,777 Top 28% higher than 72% of 123,620 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 2024

Beaty Holding Group, 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. Beaty Holding Group, Inc. Employee Stock Ownership Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beaty Holding Group, Inc. Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Beaty Holding Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Beaty Holding Group, Inc. Employee Stock Ownership Plan reported participants rose from 50 in the plan year 2023 filing to 62 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 862378931 · Beaty Holding Group, Inc. PY 2024 · ESOP

Beaty Holding Group, Inc. Employee Stock Ownership Plan · $22M · 62 · 72nd

  • SCH $22M
  • SCH 62
  • SCH 72nd
  • SCH ESOP
  • SCH near Group Builders, Inc. Employee Stock Ownership Plan
  • SCH ind #6407

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 Indiana →

Beaty Holding Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

North State Steel, Inc. Employee Stock Ownership PlanNorth State Steel, Inc. Empl…$22MPortside Builders, Inc. Employee Stock Ownership PlanPortside Builders, Inc. Empl…$22MBeaty Holding Group, Inc. Employee Stock Ownership PlanBeaty Holding Group, Inc. Em…$22MGroup Builders, Inc. Employee Stock Ownership PlanGroup Builders, Inc. Employe…$22MCmc Rescue, Inc. Employee Stock Ownership PlanCmc Rescue, Inc. Employee St…$22M
End-of-year total assets ($M) among Beaty Holding Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Beaty Holding Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Beaty Holding Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 87.6252366418507% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.7M $22M ▲ +87.6%
Year Plans Participants Total Assets
2022 1 52 $12M
2023 1 50 $15M
2024 1 62 $22M

Beaty Holding Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income$7M
Employer EIN862378931
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Beaty Holding Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Beaty Holding Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.022029777 · Participants: 62Beaty Holding Group, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Beaty Holding Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Beaty Holding Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Beaty Holding Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Group Builders, Inc. Employee Stock Ownership Plan in HI ($22M); by covered participants it is Comgraphics, Inc. Employee Stock Ownership Plan in IL (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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.

Frequently Asked Questions

How did Beaty Holding Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Beaty Holding Group, Inc. Employee Stock Ownership Plan surged - up 43.1% during 2024, from $15M to $22M. Reported net income was $7M.
How have Beaty Holding Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beaty Holding Group, Inc.'s sponsor-wide assets grew 87.6%, from $12M to $22M.
Which ESOP plans are similar in size to Beaty Holding Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Group Builders, Inc. Employee Stock Ownership Plan in HI ($22M, 38 participants).
Which ESOP plans cover a similar participant headcount to Beaty Holding Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Comgraphics, Inc. Employee Stock Ownership Plan in IL (62 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 862378931.

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.