ESOP · DOL Form 5500 · 2023
E.C. Barton & Company ESOP
Data updated 2026-08-25
- $167M
- Total assets Near avg plan size
- 674
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $247,996
- Avg per participant Above avg balance/head
Official DOL plan name: E.C. Barton & Company Employee Stock Ownership Plan & Trust · Sponsored by E.C. Barton & Company · Arkansas · Retail Trade
$167M in assets, 674 participants
E.C. Barton & Company's E.C. Barton & Company Employee Stock Ownership Plan & Trust reported $167M in total assets and 674 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #8,133 in Retail Trade (8,414 peers)
Coverage in Arkansas
E.C. Barton & Company Employee Stock Ownership Plan & Trust covers 674 participants in Arkansas, about 24% of the average Arkansas filer (state average ~2,784 per filing). Assets: $167M.
- #8,133
- in Retail Trade (8,414 peers)
- +0.1%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
E.C. Barton & Company Employee Stock Ownership Plan & Trust's outsized position by total assets
E.C. Barton & Company Employee Stock Ownership Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$167,149,092 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
E.C. Barton & Company Employee Stock Ownership Plan & Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. E.C. Barton & Company Employee Stock Ownership Plan & Trust sits mid-pack in the medium band (674 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- E.C. Barton & Company Employee Stock Ownership Plan & Trust reported net income rose from $2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- E.C. Barton & Company Employee Stock Ownership Plan & Trust reported participants rose from 587 in the plan year 2022 filing to 674 in the plan year 2023 filing.
- E.C. Barton & Company Employee Stock Ownership Plan & Trust end-of-year assets rose from $167M in the plan year 2022 filing to $167M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 710011610 · E.C. Barton & Company PY 2023 · ESOP
E.C. Barton & Company Employee Stock Ownership Plan & Trust · $167M · 674 · 94th
- ASSETS $167M
- ASSETS 674
- ASSETS 94th
- ASSETS ESOP
- ASSETS near St. John Holdings Employee Stock Ownership Plan and Trust
- ASSETS ind #8133
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 Arkansas →
E.C. Barton & Company Employee Stock Ownership Plan & Trust in the asset neighbourhood
Arkansas filing particulars
| Total Assets (Beginning of Year) | $167M |
|---|---|
| Net Assets (End of Year) | $151M |
| Net Income | $7M |
| Employer EIN | 710011610 |
| Plan Effective Date | 1975-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (E.C. Barton & Company)
Sponsor-wide plan assets over time
All E.C. Barton & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $167M 0.0799692095700968% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 587 | $167M |
| 2023 | 1 | 674 | $167M |
Nearby ESOP Plans in Arkansas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Central States, Inc. Employee Stock Ownership Plan $496M · 1,113
- Central Moloney, Inc. Salaried Employee Stock Ownership Plan and Trust $352M · 119
- Harps Food Stores, Inc. Employee Stock Ownership Plan $306M · 2,833
- Rubber & Gasket Company of America Employee Stock Ownership Plan $64M · 147
- Hytrol Conveyor Co., Inc. Employee Stock Ownership Plan $31M · 1,570
E.C. Barton & Company Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount
Outside Arkansas, the nearest ESOP by assets is St. John Holdings Employee Stock Ownership Plan and Trust in PA ($167M); by covered participants it is Eileen Fisher, Inc. Employee Stock Ownership Plan in NY (675 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($167M here).
Similar participant headcount
Nearest other-state filings by covered participants (674 participants); asset peers above are excluded.
- Eileen Fisher, Inc. Employee Stock Ownership Plan (NY) 675 · 1 off
- The Boldt Group, Inc. Employee Stock Ownership Plan (WI) 678 · 4 off
- Canandaigua National Bank & Trust Company Employee Stock Ownership Plan (NY) 678 · 4 off
- The Bradford Hammacher Group, Inc. Employee Stock Ownership Plan (IL) 669 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.