ESOP · DOL Form 5500 · 2024
Backlund Investment Co ESOP
Data updated 2026-07-24
- $23M
- Total assets
- 170
- Participants
- 73rd
- Percentile by assets
- $135,530
- Avg per participant
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.
- 73rd percentile by assets (of 116,472 plans)
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 ~768 per filing). Assets: $23M.
- $23M
- total plan assets (2024 EOY)
- 170
- covered participants
- 73rd
- percentile by assets (of 116,472 plans)
- $135,530
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 768 participants across 5,440 plans. Backlund Investment Co. Employee Stock Ownership Plan and Trust reports 170 participants - about 22% of that state average ($23M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 370898008 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Backlund Investment Co)
| 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
- Kehe Distributors, Inc. Employee Stock Ownership Plan $2.2B · 4,815
- Scot Forge Company Employee Stock Ownership Plan $1.4B · 491
- Bdo USA Employee Stock Ownership Plan $1.1B · 9,258
- Shorr Paper Products, Inc. Employee Stock Ownership Plan $430M · 543
- Rli Corp. Employee Stock Ownership Plan $404M · 1,001
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Backlund Investment Co. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Backlund Investment Co. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
How have Backlund Investment Co plan assets changed over time? ▼
Which ESOP plans are similar in size to Backlund Investment Co. Employee Stock Ownership Plan and Trust? ▼
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Filing takeaways
Ways to act on Backlund Investment Co. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Backlund Investment Co. Employee Stock Ownership Plan and Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
- Backlund Investment Co's sponsor-wide assets have grown 21.2% since 2022 across 3 plan years on file. More Finance & Insurance plans
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.