ESOP · DOL Form 5500 · 2024

Bartlett & West, Inc. ESOP

Data updated 2026-07-24

$87M
Total assets: 422
Participants: 89th
Percentile by assets: $205,482
Avg per participant

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.

89th percentile by assets (of 116,472 plans)

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.

$87M
total plan assets (2024 EOY): 422
covered participants: 89th
percentile by assets (of 116,472 plans): $205,482
avg assets per participant

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 →

State

Kansas

Industry

Professional & Technical Services

Bartlett & West, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Bartlett & West, Inc. Employee Stock Ownership Plan outranks 89% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$60M
Net Assets (End of Year)	$87M
Net Income	$27M
Employer EIN	480770612
Plan Effective Date	1972-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bartlett & West, Inc.)

Total plan assets by year, all Bartlett & West, Inc. plans on file

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

Harcros Chemicals, Inc. Employee Stock Ownership Plan $303M · 554
Cerris, Inc. Employee Stock Ownership Plan $262M · 609
Henderson Companies Employee Stock Ownership Plan $112M · 1,016
Berkel & Company Contractors, Inc. Employee Stock Ownership Plan $106M · 418
Inland Truck Parts Company Employee Stock Ownership Plan and Trust $98M · 678

Compare Bartlett & West, Inc. Employee Stock Own… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Bartlett & West, Inc. Employee Stock Ownership Plan by total assets, not by location.

Sletten, Inc. Employee Stock Ownership Plan (MT) $87M · 339
Carestar, Inc. Employee Stock Ownership Plan (OH) $87M · 396
Russ Davis Wholesale, Inc. Employee Stock Ownership Plan (MN) $87M · 775
Touchpoint, Inc. Employee Stock Ownership Plan (PA) $87M · 570

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 116,472 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).

Next read for Bartlett & West, Inc. Employee Stock Own…

Scale reading

Ways to act on Bartlett & West, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Bartlett & West, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Kansas. Compare plans
Bartlett & West, Inc.'s sponsor-wide assets have grown 63.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.