ESOP · DOL Form 5500 · 2024

Bak Holdings, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
7
Participants Small participant base
41st
Percentile by assets National rank
$673,716
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Bak Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Bak Holdings, Inc. · Ohio · Management of Enterprises

$5M in assets, 7 participants

Bak Holdings, Inc.'s Bak Holdings, Inc. Employee Stock Ownership Plan reported $5M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #315 in Management of Enterprises (1,133 peers)

What the 2024 filing shows

Bak Holdings, Inc. Employee Stock Ownership Plan holds $5M for 7 participants - about $673,716 per participant, in the lower half of filed plans by assets.

#315
in Management of Enterprises (1,133 peers)
-$174K
reported net income

The plan reported a net loss of $174K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bak Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

Bak Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,716,010 41st percentile higher than 41% 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

Bak Holdings, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bak Holdings, Inc. Employee Stock Ownership Plan is a micro filing (7 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 274513011 · Bak Holdings, Inc. PY 2024 · ESOP

Bak Holdings, Inc. Employee Stock Ownership Plan · $5M · 7 · 41st

  • PART $5M
  • PART 7
  • PART 41st
  • PART ESOP
  • PART near Hackett Publishing Company, Inc. Employee Stock Ownership Plan
  • PART ind #315

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 Ohio →

Bak Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bak Holdings, Inc. Employee Stock Ownership PlanBak Holdings, Inc. Employee …$5MHackett Publishing Company, Inc. Employee Stock Ownership PlanHackett Publishing Company, …$5MNautical Restaurants, Inc. Employee Stock Ownership PlanNautical Restaurants, Inc. E…$5MApplied Behavior Consultants, Inc. Employee Stock Ownership PlanApplied Behavior Consultants…$5MHuntsman Architectural Group Employee Stock Ownership PlanHuntsman Architectural Group…$5M
End-of-year total assets ($M) among Bak Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$174K
Net Income-$174K
Employer EIN274513011
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Bak Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Bak Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00471601 · Participants: 7Bak Holdings, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Bak Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Bak Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Hackett Publishing Company, Inc. Employee Stock Ownership Plan in IN ($5M); by covered participants it is P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan in VA (7 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Which ESOP plans are similar in size to Bak Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hackett Publishing Company, Inc. Employee Stock Ownership Plan in IN ($5M, 29 participants).
Which ESOP plans cover a similar participant headcount to Bak Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan in VA (7 participants, N/A 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 274513011.

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.