ESOP · DOL Form 5500 · 2024

Barry Company, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
33
Participants Small participant base
51st
Percentile by assets National rank
$239,030
Avg per participant Above avg balance/head
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Official DOL plan name: Barry Company, Inc. Employee Stock Ownership Plan · Sponsored by Barry Company, Inc. · Indiana · Wholesale Trade

$8M in assets, 33 participants

Barry Company, Inc.'s Barry Company, Inc. Employee Stock Ownership Plan reported $8M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #2,480 in Wholesale Trade (6,080 peers)

Barry Company, Inc. multi-year trail

Barry Company, Inc.'s plans moved +30.1% in assets from 2022 to 2024; this filing shows Barry Company, Inc. Employee Stock Ownership Plan at $8M / 33 participants.

#2,480
in Wholesale Trade (6,080 peers)
+11.4%
assets growth YoY

Barry Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Barry Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,888,005 Top 49% higher than 51% 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

Barry Company, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barry Company, Inc. Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barry Company, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to $830K in the plan year 2024 filing.
  • Barry Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 351074653 · Barry Company, Inc. PY 2024 · ESOP

Barry Company, Inc. Employee Stock Ownership Plan · $8M · 33 · 51st

  • TYPE $8M
  • TYPE 33
  • TYPE 51st
  • TYPE ESOP
  • TYPE near Arrowpac, Inc. Employee Stock Ownership Plan
  • TYPE ind #2480

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 Indiana →

Barry Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Arrowpac, Inc. Employee Stock Ownership PlanArrowpac, Inc. Employee Stoc…$8MDialectic, Inc. Employee Stock Ownership PlanDialectic, Inc. Employee Sto…$8MBarry Company, Inc. Employee Stock Ownership PlanBarry Company, Inc. Employee…$8MCustom Aire, Inc. ESOP$8MNational Fuel Gas Company Employee Stock Ownership PlanNational Fuel Gas Company Em…$8M
End-of-year total assets ($M) among Barry Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Barry Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Barry Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 30.10056397767048% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.06M $7.89M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 34 $6M
2023 1 33 $7M
2024 1 33 $8M

Barry Company, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$830K
Employer EIN351074653
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Barry Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Barry Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007888005 · Participants: 33Barry Company, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Barry Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Barry Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Barry Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Arrowpac, Inc. Employee Stock Ownership Plan in NJ ($8M); by covered participants it is Sundance State Bank Profit Sharing and Employee Stock Ownership Plan in WY (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Barry Company, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Barry Company, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.4% during 2024, from $7M to $8M. Reported net income was $830K.
How have Barry Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barry Company, Inc.'s sponsor-wide assets grew 30.1%, from $6M to $8M.
Which ESOP plans are similar in size to Barry Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Arrowpac, Inc. Employee Stock Ownership Plan in NJ ($8M, 57 participants).
Which ESOP plans cover a similar participant headcount to Barry Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sundance State Bank Profit Sharing and Employee Stock Ownership Plan in WY (33 participants, $6M 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 351074653.

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.