ESOP · DOL Form 5500 · 2024
South Barnes Development Company ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $317,653
- Avg per participant High balance/head
Official DOL plan name: South Barnes Development Company Employee Stock Ownership Plan · Sponsored by South Barnes Development Company · Missouri · Professional & Technical Services
$5M in assets, 17 participants
South Barnes Development Company's South Barnes Development Company Employee Stock Ownership Plan reported $5M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,272 in Professional & Technical Services (20,173 peers)
South Barnes Development Company multi-year trail
South Barnes Development Company's plans moved +16.0% in assets from 2022 to 2024; this filing shows South Barnes Development Company Employee Stock Ownership Plan at $5M / 17 participants.
- #8,272
- in Professional & Technical Services (20,173 peers)
- +9.8%
- assets growth YoY
South Barnes Development Company Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
South Barnes Development Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,400,097 43rd percentile higher than 43% 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
South Barnes Development Company Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. South Barnes Development Company Employee Stock Ownership Plan is a small filing (17 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- South Barnes Development Company Employee Stock Ownership Plan reported net income rose from -$61K in the plan year 2023 filing to $700K in the plan year 2024 filing.
- South Barnes Development Company Employee Stock Ownership Plan reported participants fell from 21 in the plan year 2023 filing to 17 in the plan year 2024 filing.
- South Barnes Development Company Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
DOL schedule card
Filing strip 431458281 · South Barnes Development Company PY 2024 · ESOP
South Barnes Development Company Employee Stock Ownership Plan · $5M · 17 · 43rd
- IND $5M
- EOY 17
- 5500 43rd
- ASSETS ESOP
- PCT near Lgc Associates Employee Stock Ownership Plan
- EIN ind #8272
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 Missouri →
South Barnes Development Company Employee Stock Ownership Plan in the asset neighbourhood
South Barnes Development Company multi-year asset trail
Sponsor-wide plan assets over time
All South Barnes Development Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 15.991055961457294% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23 | $5M |
| 2023 | 1 | 21 | $5M |
| 2024 | 1 | 17 | $5M |
South Barnes Development Company filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $700K |
| Employer EIN | 431458281 |
| Plan Effective Date | 1987-06-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $5.5B · 9,902
- Mccarthy Employee Stock Ownership Plan $1.8B · 2,983
- Je Dunn Employee Stock Ownership Plan and Trust $621M · 2,825
- Arco DB Companies, Inc. Employee Stock Ownership Plan $514M · 608
- Emery Sapp Employee Stock Ownership Plan $400M · 2,184
South Barnes Development Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Missouri, the nearest ESOP by assets is Lgc Associates Employee Stock Ownership Plan in IN ($5M); by covered participants it is Gaskets, Inc. Employee Stock Ownership Plan in WI (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.
- Gaskets, Inc. Employee Stock Ownership Plan (WI) 17 · 0 off
- Bridge Community Bank ESOP (IA) 17 · 0 off
- Paschal Associates Employee Stock Ownership Plan (NC) 17 · 0 off
- Babsco Supply Employee Stock Ownership Plan (IN) 17 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.