ESOP · DOL Form 5500 · 2024

Bardenay, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
133
Participants Small participant base
43rd
Percentile by assets National rank
$39,460
Avg per participant Low balance/head
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Official DOL plan name: Bardenay, Inc. Retirement Plan · Sponsored by Bardenay, Inc. · Idaho · Food Services & Accommodation

$5M in assets, 133 participants

Bardenay, Inc.'s Bardenay, Inc. Retirement Plan reported $5M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,832 in Food Services & Accommodation (3,672 peers)

Coverage in Idaho

Bardenay, Inc. Retirement Plan covers 133 participants in Idaho, about 38% of the average Idaho filer (state average ~347 per filing). Assets: $5M.

#2,832
in Food Services & Accommodation (3,672 peers)
+98.0%
assets growth YoY

Bardenay, Inc. Retirement Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Bardenay, Inc. Retirement Plan vs every filed plan by assets

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

$5,248,230 43rd percentile higher than 43% 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

Bardenay, Inc. Retirement Plan 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. Bardenay, Inc. Retirement Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Bardenay, Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $5M in the plan year 2024 filing.
  • Bardenay, Inc. Retirement Plan reported participants rose from 100 in the plan year 2022 filing to 133 in the plan year 2024 filing.
  • Bardenay, Inc. Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2024 filing.

See the national 2022→2024 release diff →

EBSA filing schedule strip

Filing strip 820513407 · Bardenay, Inc. PY 2024 · ESOP

Bardenay, Inc. Retirement Plan · $5M · 133 · 43rd

  • SCH $5M
  • SCH 133
  • SCH 43rd
  • SCH ESOP
  • SCH near Desman, Inc. Employee Stock Ownership Plan
  • SCH ind #2832

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 Idaho →

Bardenay, Inc. Retirement Plan in the asset neighbourhood

Foster Electric Company, Inc. Employee Stock Ownership PlanFoster Electric Company, Inc…$5MBardenay, Inc. Retirement PlanBardenay, Inc. Retirement Pl…$5MDesman, Inc. Employee Stock Ownership PlanDesman, Inc. Employee Stock …$5MSain Engineering Associates, Inc. Employee Stock Ownership PlanSain Engineering Associates,…$5MTaylor Engineering, Inc. Employee Stock Ownership Plan and TrustTaylor Engineering, Inc. Emp…$5M
End-of-year total assets ($M) among Bardenay, Inc. Retirement Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Idaho filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$3M
Employer EIN820513407
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bardenay, Inc.)

Sponsor-wide plan assets over time

All Bardenay, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 126.69266952611733% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 20222024 $2.32M $5.25M ▲ +126.3%
Year Plans Participants Total Assets
2022 1 100 $2M
2024 1 133 $5M

Nearby ESOP Plans in Idaho

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

Bardenay, Inc. Retirement Plan vs. nearby ESOP plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246 Total assets ($B) Participants Bardenay, Inc. Retirement Plan, Total assets ($B): 0.00524823 · Participants: 133Bardenay, Inc. Retirement PlanWinco Employee Stock Ownership Plan, Total assets ($B): 5.045286033 · Participants: 17054Winco Employee Stock Ownership PlanStellar Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.331410874 · Participants: 774Stellar Industries, Inc. Employee Stock Ownership PlanNorco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.269499287 · Participants: 1381Norco, Inc. Employee Stock Ownership PlanMagic Valley Growers, Ltd. Employee Stock Ownership Plan, Total assets ($B): 0.095197829 · Participants: 241Magic Valley Growers, Ltd. Employee Stock Ownership PlanThe Franklin Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.090181679 · Participants: 561The Franklin Group, Inc. Employee Stock Ownership Plan and Trust
Bardenay, Inc. Retirement Plan vs. nearby ESOP plans in Idaho, assets vs. participants
Compare Bardenay, Inc. Retirement Plan side-by-side with 3 peers →

Bardenay, Inc. Retirement Plan's out-of-state ESOP peers by assets and headcount

Outside Idaho, the nearest ESOP by assets is Desman, Inc. Employee Stock Ownership Plan in NY ($5M); by covered participants it is Kumar & Associates, Inc. Employee Stock Ownership Plan in CO (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Bardenay, Inc. Retirement Plan assets move in 2024? ▼
Bardenay, Inc. Retirement Plan surged - up 98.0% during 2024, from $3M to $5M. Reported net income was $3M.
How have Bardenay, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Bardenay, Inc.'s sponsor-wide assets grew 126.7%, from $2M to $5M.
Which ESOP plans are similar in size to Bardenay, Inc. Retirement Plan? ▼
Among ESOP plans in other states, the closest by assets is Desman, Inc. Employee Stock Ownership Plan in NY ($5M, 78 participants).
Which ESOP plans cover a similar participant headcount to Bardenay, Inc. Retirement Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Kumar & Associates, Inc. Employee Stock Ownership Plan in CO (133 participants, $10M 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 820513407.

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.