ESOP · DOL Form 5500 · 2024

Barr & Barr, Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Below avg plan size
121
Participants Small participant base
74th
Percentile by assets National rank
$207,140
Avg per participant Above avg balance/head
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Official DOL plan name: Barr & Barr, Inc. Employee Stock Ownership Plan · Sponsored by Barr & Barr, Inc. · New York · Construction

$25M in assets, 121 participants

Barr & Barr, Inc.'s Barr & Barr, Inc. Employee Stock Ownership Plan reported $25M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #6,601 in Construction (9,039 peers)

Coverage in New York

Barr & Barr, Inc. Employee Stock Ownership Plan covers 121 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $25M.

#6,601
in Construction (9,039 peers)
-14.0%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Barr & Barr, Inc. Employee Stock Ownership Plan's outsized position by total assets

Barr & Barr, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$25,063,927 Top 26% higher than 74% 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

Barr & Barr, Inc. Employee Stock Ownership 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. Barr & Barr, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barr & Barr, Inc. Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Barr & Barr, Inc. Employee Stock Ownership Plan end-of-year assets fell from $29M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Barr & Barr, Inc. Employee Stock Ownership Plan reported participants fell from 127 in the plan year 2023 filing to 121 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 130469970 · Barr & Barr, Inc. PY 2024 · ESOP

Barr & Barr, Inc. Employee Stock Ownership Plan · $25M · 121 · 74th

  • EBSA $25M
  • EBSA 121
  • EBSA 74th
  • EBSA ESOP
  • EBSA near Wheaton Van Lines, Inc. Employee Stock Ownership Plan
  • EBSA ind #6601

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 New York →

Barr & Barr, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Metroconnections, Inc. Employee Stock Ownership Plan and TrustMetroconnections, Inc. Emplo…$25MBarr & Barr, Inc. Employee Stock Ownership PlanBarr & Barr, Inc. Employee S…$25MWheaton Van Lines, Inc. Employee Stock Ownership PlanWheaton Van Lines, Inc. Empl…$25MUnderground Systems, Inc. Employee Stock Ownership PlanUnderground Systems, Inc. Em…$25MZink Foodservice Group, Inc. Employee Stock Ownership Plan and TrustZink Foodservice Group, Inc.…$25M
End-of-year total assets ($M) among Barr & Barr, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$25M
Net Income-$4M
Employer EIN130469970
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barr & Barr, Inc.)

Sponsor-wide plan assets over time

All Barr & Barr, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 7.361746458687551% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $59.3M $63.7M ▲ +7.4%
Year Plans Participants Total Assets
2022 2 249 $59M
2023 2 272 $68M
2024 2 247 $64M

Nearby ESOP Plans in New York

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

Barr & Barr, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Barr & Barr, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.063927 · Participants: 121Barr & Barr, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Barr & Barr, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Barr & Barr, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Wheaton Van Lines, Inc. Employee Stock Ownership Plan in IN ($25M); by covered participants it is Systems Connection of Maryland, Inc. Employee Stock Ownership Plan in MD (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Barr & Barr, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Barr & Barr, Inc. Employee Stock Ownership Plan pulled back noticeably - down 14.0% during 2024, from $29M to $25M. Reported net income was -$4M.
How have Barr & Barr, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barr & Barr, Inc.'s sponsor-wide assets grew 7.4%, from $59M to $64M.
Which ESOP plans are similar in size to Barr & Barr, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wheaton Van Lines, Inc. Employee Stock Ownership Plan in IN ($25M, 108 participants).
Which ESOP plans cover a similar participant headcount to Barr & Barr, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Systems Connection of Maryland, Inc. Employee Stock Ownership Plan in MD (121 participants, $4M 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 130469970.

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.