ESOP · DOL Form 5500 · 2024

Backlund Investment Co ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
170
Participants Small participant base
73rd
Percentile by assets National rank
$135,530
Avg per participant Near avg balance/head
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Official DOL plan name: Backlund Investment Co. Employee Stock Ownership Plan and Trust · Sponsored by Backlund Investment Co · Illinois · Finance & Insurance

$23M in assets, 170 participants

Backlund Investment Co's Backlund Investment Co. Employee Stock Ownership Plan and Trust reported $23M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,036 in Finance & Insurance (8,549 peers)

Coverage in Illinois

Backlund Investment Co. Employee Stock Ownership Plan and Trust covers 170 participants in Illinois, about 22% of the average Illinois filer (state average ~779 per filing). Assets: $23M.

#5,036
in Finance & Insurance (8,549 peers)
+7.1%
assets growth YoY

Backlund Investment Co. Employee Stock Ownership Plan and Trust's outsized position by total assets

Backlund Investment Co. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$23,040,105 Top 27% higher than 73% 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

Backlund Investment Co. Employee Stock Ownership Plan and Trust 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. Backlund Investment Co. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Backlund Investment Co. Employee Stock Ownership Plan and Trust reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Backlund Investment Co. Employee Stock Ownership Plan and Trust end-of-year assets rose from $22M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 370898008 · Backlund Investment Co PY 2024 · ESOP

Backlund Investment Co. Employee Stock Ownership Plan and Trust · $23M · 170 · 73rd

  • TYPE $23M
  • NET 170
  • BOOK 73rd
  • VS-ST ESOP
  • BOY near Devons Jewelers Employee Stock Ownership Plan
  • SCH ind #5036

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 Illinois →

Backlund Investment Co. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Backlund Investment Co. Employee Stock Ownership Plan and TrustBacklund Investment Co. Empl…$23MDevons Jewelers Employee Stock Ownership PlanDevons Jewelers Employee Sto…$23MApt Employee Stock Ownership PlanApt Employee Stock Ownership…$23MCornerstone Benefits, Inc. Employee Stock Ownership PlanCornerstone Benefits, Inc. E…$23MBuehler's Fresh Foods Employee Stock Ownership PlanBuehler's Fresh Foods Employ…$23M
End-of-year total assets ($M) among Backlund Investment Co. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN370898008
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Backlund Investment Co)

Sponsor-wide plan assets over time

All Backlund Investment Co plans reported in each filing year

Latest sponsor-wide plan assets
$66M 21.171341382024387% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $54.3M $65.8M ▲ +21.2%
Year Plans Participants Total Assets
2022 2 317 $54M
2023 2 336 $60M
2024 2 340 $66M

Nearby ESOP Plans in Illinois

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

Backlund Investment Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Backlund Investment Co. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.023040105 · Participants: 170Backlund Investment Co. Employee Stock Ownership Plan and TrustAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
Backlund Investment Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Backlund Investment Co. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Backlund Investment Co. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Devons Jewelers Employee Stock Ownership Plan in CA ($23M); by covered participants it is Tower Products ESOP in NY (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Backlund Investment Co. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Backlund Investment Co. Employee Stock Ownership Plan and Trust grew at a solid clip - up 7.1% during 2024, from $22M to $23M. Reported net income was $2M.
How have Backlund Investment Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Backlund Investment Co's sponsor-wide assets grew 21.2%, from $54M to $66M.
Which ESOP plans are similar in size to Backlund Investment Co. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Devons Jewelers Employee Stock Ownership Plan in CA ($23M, 84 participants).
Which ESOP plans cover a similar participant headcount to Backlund Investment Co. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Tower Products ESOP in NY (170 participants, $62M 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 370898008.

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.