ESOP · DOL Form 5500 · 2023

Barclay Water Treatment Co., Inc. ESOP

Data updated 2026-08-25

$121M
Total assets Near avg plan size
239
Participants Below avg headcount
92nd
Percentile by assets National rank
$506,377
Avg per participant High balance/head
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Official DOL plan name: Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan · Sponsored by Barclay Water Treatment Co., Inc. · Massachusetts · Manufacturing

$121M in assets, 239 participants

Barclay Water Treatment Co., Inc.'s Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan reported $121M in total assets and 239 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,566 in Manufacturing (18,722 peers)

Coverage in Massachusetts

Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan covers 239 participants in Massachusetts, about 36% of the average Massachusetts filer (state average ~659 per filing). Assets: $121M.

#16,566
in Manufacturing (18,722 peers)
+42.2%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$121,024,167 Top 8% higher than 92% of 127,068 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 2023

Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan 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. Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (239 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan reported net income rose from $11M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $85M in the plan year 2022 filing to $121M in the plan year 2023 filing.
  • Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan reported participants rose from 213 in the plan year 2022 filing to 239 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042772059 · Barclay Water Treatment Co., Inc. PY 2023 · ESOP

Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan · $121M · 239 · 92nd

  • BOY $121M
  • BOY 239
  • BOY 92nd
  • BOY ESOP
  • BOY near Whitaker Construction Co., Inc. Employee Stock Ownership Plan
  • BOY ind #16566

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 Massachusetts →

Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Perry Protech Employee Stock Ownership and Profit Sharing PlanPerry Protech Employee Stock…$122MWhitaker Construction Co., Inc. Employee Stock Ownership PlanWhitaker Construction Co., I…$121MBarclay Water Treatment Co., Inc. Employee Stock Ownership PlanBarclay Water Treatment Co.,…$121MCsw Industrials, Inc. Employee Stock Ownership PlanCsw Industrials, Inc. Employ…$121MButler/Till Employee Stock Ownership PlanButler/Till Employee Stock O…$120M
End-of-year total assets ($M) among Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$118M
Net Income$36M
Employer EIN042772059
Plan Effective Date2009-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barclay Water Treatment Co., Inc.)

Sponsor-wide plan assets over time

All Barclay Water Treatment Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 56.156412806073966% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $85.1M $37.3M ▼ -56.2%
Year Plans Participants Total Assets
2022 1 213 $85M
2023 1 239 $121M
2024 1 210 $37M

Nearby ESOP Plans in Massachusetts

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

Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0200400600800 Total assets ($M) Participants Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 121.024167 · Participants: 239Barclay Water Treatment Co., Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Whitaker Construction Co., Inc. Employee Stock Ownership Plan in UT ($121M); by covered participants it is Fellowes, Inc. Employee Stock Ownership Plan in IL (239 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (239 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan surged - up 42.2% during 2023, from $85M to $121M. Reported net income was $36M.
How have Barclay Water Treatment Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barclay Water Treatment Co., Inc.'s sponsor-wide assets declined 56.2%, from $85M to $37M.
Where does Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Whitaker Construction Co., Inc. Employee Stock Ownership Plan in UT ($121M, 697 participants).
Which ESOP plans cover a similar participant headcount to Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Fellowes, Inc. Employee Stock Ownership Plan in IL (239 participants, $27M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042772059.

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.