ESOP · DOL Form 5500 · 2023

Barclay Water Treatment Co., Inc. ESOP

Data updated 2026-08-11

$121M
Total assets: 239
Participants: 92nd
Percentile by assets: $506,377
Avg per participant

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.

92nd percentile by assets (of 127,072 plans)
#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.

$121M
total plan assets (2023 EOY): 239
covered participants: 92nd
percentile by assets (of 127,072 plans): $506,377
avg assets per participant

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 →

State

Massachusetts

Industry

Manufacturing

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan reports 239 participants - about 36% of that state average ($121M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$85M
Net Assets (End of Year)	$118M
Net Income	$36M
Employer EIN	042772059
Plan Effective Date	2009-10-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Barclay Water Treatment Co., Inc. plans on file

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

Consigli Building Group Employee Stock Ownership Plan $612M · 1,511
The Gillette Company Employee Stock Ownership Plan $349M · 174
Shawmut Group Employee Stock Ownership Plan $274M · 716
First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $245M · 641
Eastern Bank Employee Stock Ownership Plan $213M · 1,778

Compare Barclay Water Treatment Co., Inc. Employ… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan by total assets, not by location.

Whitaker Construction Co., Inc. Employee Stock Ownership Plan (UT) $121M · 697
Csw Industrials, Inc. Employee Stock Ownership Plan (TX) $121M · 916
Butler/Till Employee Stock Ownership Plan (NY) $120M · 353
Perry Protech Employee Stock Ownership and Profit Sharing Plan (OH) $122M · 266

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).

Next read for Barclay Water Treatment Co., Inc. Employ…

Filing takeaways

Ways to act on Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan's numbers.

By total assets, Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Massachusetts. Compare plans
Barclay Water Treatment Co., Inc.'s sponsor-wide assets have declined 56.2% since 2022 across 3 plan years on file. More Manufacturing plans

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.