ESOP · DOL Form 5500 · 2024

Babsco Supply ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
17
Participants Small participant base
37th
Percentile by assets National rank
$221,445
Avg per participant Above avg balance/head
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Official DOL plan name: Babsco Supply Employee Stock Ownership Plan · Sponsored by Babsco Supply · Indiana · Manufacturing

$4M in assets, 17 participants

Babsco Supply's Babsco Supply Employee Stock Ownership Plan reported $4M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,659 in Manufacturing (17,777 peers)

2024 asset change

Babsco Supply Employee Stock Ownership Plan pulled back noticeably 8.8% in 2024 ($4M → $4M) for 17 participants.

#3,659
in Manufacturing (17,777 peers)
-8.8%
assets change YoY

The plan reported a net loss of $258K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Babsco Supply Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Babsco Supply Employee Stock Ownership Plan vs every filed plan by assets

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

$3,764,560 37th percentile higher than 37% 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

Babsco Supply 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. Babsco Supply Employee Stock Ownership Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Babsco Supply Employee Stock Ownership Plan reported net income fell from $187K in the plan year 2023 filing to -$258K in the plan year 2024 filing.
  • Babsco Supply Employee Stock Ownership Plan reported participants rose from 15 in the plan year 2023 filing to 17 in the plan year 2024 filing.
  • Babsco Supply Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 352038701 · Babsco Supply PY 2024 · ESOP

Babsco Supply Employee Stock Ownership Plan · $4M · 17 · 37th

  • BOY $4M
  • SCH 17
  • EBSA 37th
  • PART ESOP
  • TYPE near Geotek Engineering and Testing Services, Inc. ESOP
  • NET ind #3659

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 →

Babsco Supply Employee Stock Ownership Plan in the asset neighbourhood

Geotek Engineering and Testing Services, Inc. ESOPGeotek Engineering and Testi…$4MCollage Companies Employee Stock Ownership PlanCollage Companies Employee S…$4MBabsco Supply Employee Stock Ownership PlanBabsco Supply Employee Stock…$4MJacklin Steel Supply Company Employee Stock Ownership PlanJacklin Steel Supply Company…$4MRincon Technology, Inc. Employee Stock Ownership PlanRincon Technology, Inc. Empl…$4M
End-of-year total assets ($M) among Babsco Supply Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Babsco Supply years around the 2024 move

Sponsor-wide plan assets over time

All Babsco Supply plans reported in each filing year

Latest sponsor-wide plan assets
$4M 6.858329187034252% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M 202220232024 $4.04M $3.76M ▼ -6.9%
Year Plans Participants Total Assets
2022 1 16 $4M
2023 1 15 $4M
2024 1 17 $4M

2024 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$258K
Employer EIN352038701
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Babsco Supply 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 ($B) Participants Babsco Supply Employee Stock Ownership Plan, Total assets ($B): 0.00376456 · Participants: 17Babsco Supply 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
Babsco Supply Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Babsco Supply Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Geotek Engineering and Testing Services, Inc. ESOP in SD ($4M); by covered participants it is Gaskets, Inc. Employee Stock Ownership Plan in WI (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Babsco Supply Employee Stock Ownership Plan assets move in 2024? ▼
Babsco Supply Employee Stock Ownership Plan pulled back noticeably - down 8.8% during 2024, from $4M to $4M. Reported net income was -$258K.
How have Babsco Supply plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Babsco Supply's sponsor-wide assets declined 6.9%, from $4M to $4M.
Which ESOP plans are similar in size to Babsco Supply Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Geotek Engineering and Testing Services, Inc. ESOP in SD ($4M, 52 participants).
Which ESOP plans cover a similar participant headcount to Babsco Supply Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gaskets, Inc. Employee Stock Ownership Plan in WI (17 participants, $2M 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 352038701.

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.