ESOP · DOL Form 5500 · 2024
Barr & Barr, Inc. ESOP
Data updated 2026-08-11
- $25M
- Total assets
- 121
- Participants
- 74th
- Percentile by assets
- $207,140
- Avg per participant
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.
- 74th percentile by assets (of 123,622 plans)
- #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.
- $25M
- total plan assets (2024 EOY)
- 121
- covered participants
- 74th
- percentile by assets (of 123,622 plans)
- $207,140
- avg assets per participant
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.
Where Barr & Barr, Inc. Employee Stock Ownership Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Barr & Barr, Inc. Employee Stock Ownership Plan reports 121 participants - about 15% of that state average ($25M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$4M |
| Employer EIN | 130469970 |
| Plan Effective Date | 2005-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barr & Barr, Inc.)
| 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
- Stewart's Shops Corp Employee Stock Ownership Plan $897M · 3,483
- North Coast Holdings Employee Stock Ownership Plan $451M · 3,042
- Griffon Corporation Employee Stock Ownership Plan $306M · 3,209
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $254M · 1,716
- Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan $234M · 518
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Barr & Barr, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Wheaton Van Lines, Inc. Employee Stock Ownership Plan (IN) $25M · 108
- Underground Systems, Inc. Employee Stock Ownership Plan (CT) $25M · 41
- Zink Foodservice Group, Inc. Employee Stock Ownership Plan and Trust (OH) $25M · 98
- Metroconnections, Inc. Employee Stock Ownership Plan and Trust (MN) $25M · 78
Frequently Asked Questions
How did Barr & Barr, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
How have Barr & Barr, Inc. plan assets changed over time? ▼
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Filing takeaways
Ways to act on Barr & Barr, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Barr & Barr, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
- Barr & Barr, Inc.'s sponsor-wide assets have grown 7.4% since 2022 across 3 plan years on file. More Construction plans