ESOP · DOL Form 5500 · 2024

Barr Engineering Co. ESOP

Data updated 2026-08-25

$58M
Total assets Below avg plan size
910
Participants Near avg headcount
86th
Percentile by assets National rank
$63,240
Avg per participant Low balance/head
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Official DOL plan name: Barr Engineering Co. Employee Stock Ownership Plan · Sponsored by Barr Engineering Co. · Minnesota · Professional & Technical Services

$58M in assets, 910 participants

Barr Engineering Co.'s Barr Engineering Co. Employee Stock Ownership Plan reported $58M in total assets and 910 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,459 in Professional & Technical Services (20,173 peers)

Where Barr Engineering Co. Employee Stock Ownership Plan sits by assets

Barr Engineering Co. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $58M for 910 participants (~$63,240/participant), up 9.7% in 2024.

#17,459
in Professional & Technical Services (20,173 peers)
+9.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Barr Engineering Co. Employee Stock Ownership Plan's outsized position by total assets

Barr Engineering Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$57,548,394 Top 14% higher than 86% 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

Barr Engineering Co. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barr Engineering Co. Employee Stock Ownership Plan sits mid-pack in the medium band (910 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barr Engineering Co. Employee Stock Ownership Plan reported participants rose from 810 in the plan year 2023 filing to 910 in the plan year 2024 filing.
  • Barr Engineering Co. Employee Stock Ownership Plan end-of-year assets rose from $52M in the plan year 2023 filing to $58M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 410905995 · Barr Engineering Co. PY 2024 · ESOP

Barr Engineering Co. Employee Stock Ownership Plan · $58M · 910 · 86th

  • PHOTO $58M
  • IND 910
  • EOY 86th
  • 5500 ESOP
  • ASSETS near Whatever It Takes Transmission & Parts, Inc ESOP
  • PCT ind #17459

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 Minnesota →

Barr Engineering Co. Employee Stock Ownership Plan in the asset neighbourhood

The J.S. West Milling Company Employee Stock Ownership PlanThe J.S. West Milling Compan…$58MWhatever It Takes Transmission & Parts, Inc ESOPWhatever It Takes Transmissi…$58MBarr Engineering Co. Employee Stock Ownership PlanBarr Engineering Co. Employe…$58MIndependence Holdings, Inc. Employee Stock Ownership PlanIndependence Holdings, Inc. …$57MMetron, Inc. Employee Stock Ownership Plan and TrustMetron, Inc. Employee Stock …$57M
End-of-year total assets ($M) among Barr Engineering Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$58M
Net Income$5M
Employer EIN410905995
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barr Engineering Co.)

Sponsor-wide plan assets over time

All Barr Engineering Co. plans reported in each filing year

Latest sponsor-wide plan assets
$335M 33.91251006159013% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $250M $335M ▲ +33.9%
Year Plans Participants Total Assets
2022 2 1,652 $250M
2023 2 1,751 $294M
2024 2 1,942 $335M

Nearby ESOP Plans in Minnesota

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

Barr Engineering Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 020040060080010001200 Total assets ($M) Participants Barr Engineering Co. Employee Stock Ownership Plan, Total assets ($M): 57.548394 · Participants: 910Barr Engineering Co. Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 962.686911 · Participants: 12104Andersen Corporation Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 593.784492 · Participants: 490Landscape Structures, Inc. Employee Stock Ownership Plan and TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 593.525018 · Participants: 782Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 472.716981 · Participants: 615Force America Inc. Employee Stock Ownership PlanAblenet, Inc. Employee Stock Ownership Plan, Total assets ($M): 459.837439 · Participants: 134Ablenet, Inc. Employee Stock Ownership Plan
Barr Engineering Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Barr Engineering Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Barr Engineering Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Whatever It Takes Transmission & Parts, Inc ESOP in KY ($58M); by covered participants it is Allied Motion Technologies Inc. Employees' Stock Ownership Plan in NY (909 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (910 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 Barr Engineering Co. Employee Stock Ownership Plan assets move in 2024? ▼
Barr Engineering Co. Employee Stock Ownership Plan grew at a solid clip - up 9.7% during 2024, from $52M to $58M. Reported net income was $5M.
How have Barr Engineering Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barr Engineering Co.'s sponsor-wide assets grew 33.9%, from $250M to $335M.
Where does Barr Engineering Co. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Barr Engineering Co. Employee Stock Ownership Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Barr Engineering Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Whatever It Takes Transmission & Parts, Inc ESOP in KY ($58M, 743 participants).
Which ESOP plans cover a similar participant headcount to Barr Engineering Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Allied Motion Technologies Inc. Employees' Stock Ownership Plan in NY (909 participants, $16M 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 410905995.

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.