ESOP · DOL Form 5500 · 2024

Barnes, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
97
Participants Small participant base
48th
Percentile by assets National rank
$69,703
Avg per participant Below avg balance/head
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Official DOL plan name: Barnes, Inc. Employee Stock Ownership Plan · Sponsored by Barnes, Inc. · Wisconsin · Administrative & Support Services

$7M in assets, 97 participants

Barnes, Inc.'s Barnes, Inc. Employee Stock Ownership Plan reported $7M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,026 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Barnes, Inc. Employee Stock Ownership Plan ranks #3,026 of 4,368 2024 filers by assets (427% of the sector average)-$7M for 97 participants.

#3,026
in Administrative & Support Services (4,368 peers)
+15.4%
assets growth YoY

Barnes, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

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

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

$6,761,215 48th percentile higher than 48% 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

Barnes, 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. Barnes, Inc. Employee Stock Ownership Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barnes, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Barnes, Inc. Employee Stock Ownership Plan reported participants rose from 67 in the plan year 2023 filing to 97 in the plan year 2024 filing.
  • Barnes, Inc. Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391577917 · Barnes, Inc. PY 2024 · ESOP

Barnes, Inc. Employee Stock Ownership Plan · $7M · 97 · 48th

  • PART $7M
  • PART 97
  • PART 48th
  • PART ESOP
  • PART near Electric Conduit Constructions Co Employee Stock Ownership Plan
  • PART ind #3026

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 Wisconsin →

Barnes, Inc. Employee Stock Ownership Plan in the asset neighbourhood

American Floor Covering, Inc. Employee Stock Ownership PlanAmerican Floor Covering, Inc…$7MBarnes, Inc. Employee Stock Ownership PlanBarnes, Inc. Employee Stock …$7MElectric Conduit Constructions Co Employee Stock Ownership PlanElectric Conduit Constructio…$7MIntegrated Technology Corporation Employee Stock Ownership PlanIntegrated Technology Corpor…$7MEhc, Inc. Employee Stock Ownership Plan and TrustEhc, Inc. Employee Stock Own…$7M
End-of-year total assets ($M) among Barnes, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN391577917
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barnes, Inc.)

Sponsor-wide plan assets over time

All Barnes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 56.34367228300518% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.32M $6.76M ▲ +56.5%
Year Plans Participants Total Assets
2022 1 79 $4M
2023 1 67 $6M
2024 1 97 $7M

Nearby ESOP Plans in Wisconsin

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

Barnes, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Barnes, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.006761215 · Participants: 97Barnes, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Barnes, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Barnes, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Electric Conduit Constructions Co Employee Stock Ownership Plan in IL ($7M); by covered participants it is Regal Service Employee Stock Ownership Plan in NY (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Barnes, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Barnes, Inc. Employee Stock Ownership Plan grew sharply - up 15.4% during 2024, from $6M to $7M. Reported net income was $1M.
How have Barnes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barnes, Inc.'s sponsor-wide assets grew 56.3%, from $4M to $7M.
Which ESOP plans are similar in size to Barnes, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Electric Conduit Constructions Co Employee Stock Ownership Plan in IL ($7M, 58 participants).
Which ESOP plans cover a similar participant headcount to Barnes, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Regal Service Employee Stock Ownership Plan in NY (97 participants, $18M 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 391577917.

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.