ESOP · DOL Form 5500 · 2024

Bartlett & West, Inc. ESOP

Data updated 2026-08-25

$87M
Total assets Below avg plan size
422
Participants Below avg headcount
89th
Percentile by assets National rank
$205,482
Avg per participant Above avg balance/head
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Official DOL plan name: Bartlett & West, Inc. Employee Stock Ownership Plan · Sponsored by Bartlett & West, Inc. · Kansas · Professional & Technical Services

$87M in assets, 422 participants

Bartlett & West, Inc.'s Bartlett & West, Inc. Employee Stock Ownership Plan reported $87M in total assets and 422 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,247 in Professional & Technical Services (20,173 peers)

Where Bartlett & West, Inc. Employee Stock Ownership Plan sits by assets

Bartlett & West, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $87M for 422 participants (~$205,482/participant), up 44.3% in 2024.

#18,247
in Professional & Technical Services (20,173 peers)
+44.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

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

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

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

$86,713,523 Top 11% higher than 89% 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

Bartlett & West, 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. Bartlett & West, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (422 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bartlett & West, Inc. Employee Stock Ownership Plan reported net income rose from $11M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Bartlett & West, Inc. Employee Stock Ownership Plan end-of-year assets rose from $60M in the plan year 2023 filing to $87M in the plan year 2024 filing.
  • Bartlett & West, Inc. Employee Stock Ownership Plan reported participants rose from 366 in the plan year 2023 filing to 422 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 480770612 · Bartlett & West, Inc. PY 2024 · ESOP

Bartlett & West, Inc. Employee Stock Ownership Plan · $87M · 422 · 89th

  • PHOTO $87M
  • IND 422
  • EOY 89th
  • 5500 ESOP
  • ASSETS near Sletten, Inc. Employee Stock Ownership Plan
  • PCT ind #18247

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 Kansas →

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

Touchpoint, Inc. Employee Stock Ownership PlanTouchpoint, Inc. Employee St…$87MRuss Davis Wholesale, Inc. Employee Stock Ownership PlanRuss Davis Wholesale, Inc. E…$87MBartlett & West, Inc. Employee Stock Ownership PlanBartlett & West, Inc. Employ…$87MSletten, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock…$87MCarestar, Inc. Employee Stock Ownership PlanCarestar, Inc. Employee Stoc…$87M
End-of-year total assets ($M) among Bartlett & West, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$87M
Net Income$27M
Employer EIN480770612
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bartlett & West, Inc.)

Sponsor-wide plan assets over time

All Bartlett & West, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$142M 63.32280520825822% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $87.1M $142M ▲ +63.3%
Year Plans Participants Total Assets
2022 2 684 $87M
2023 2 715 $106M
2024 2 815 $142M

Nearby ESOP Plans in Kansas

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

Bartlett & West, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. 20040060080010001200 50100150200250300350 Total assets ($M) Participants Bartlett & West, Inc. Employee Stock Ownership Plan, Total assets ($M): 86.713523 · Participants: 422Bartlett & West, Inc. Employee Stock Ownership PlanHarcros Chemicals, Inc. Employee Stock Ownership Plan, Total assets ($M): 302.929989 · Participants: 554Harcros Chemicals, Inc. Employee Stock Ownership PlanCerris, Inc. Employee Stock Ownership Plan, Total assets ($M): 261.880582 · Participants: 609Cerris, Inc. Employee Stock Ownership PlanIntegra Technologies Employee Stock Ownership Plan, Total assets ($M): 143.017096 · Participants: 585Integra Technologies Employee Stock Ownership PlanHenderson Companies Employee Stock Ownership Plan, Total assets ($M): 111.840084 · Participants: 1016Henderson Companies Employee Stock Ownership PlanBerkel & Company Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 105.766157 · Participants: 418Berkel & Company Contractors, Inc. Employee Stock Ownership Plan
Bartlett & West, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Bartlett & West, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kansas, the nearest ESOP by assets is Sletten, Inc. Employee Stock Ownership Plan in MT ($87M); by covered participants it is Onin Holdings, Inc. Employee Stock Ownership Plan in (422 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (422 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 Bartlett & West, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Bartlett & West, Inc. Employee Stock Ownership Plan surged - up 44.3% during 2024, from $60M to $87M. Reported net income was $27M.
How have Bartlett & West, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bartlett & West, Inc.'s sponsor-wide assets grew 63.3%, from $87M to $142M.
Where does Bartlett & West, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bartlett & West, Inc. Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Bartlett & West, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sletten, Inc. Employee Stock Ownership Plan in MT ($87M, 339 participants).
Which ESOP plans cover a similar participant headcount to Bartlett & West, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Onin Holdings, Inc. Employee Stock Ownership Plan in (422 participants, $42M 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 480770612.

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.