ESOP · DOL Form 5500 · 2024
Bardex Corporation ESOP
Data updated 2026-08-11
- $24M
- Total assets
- 64
- Participants
- 73rd
- Percentile by assets
- $372,360
- Avg per participant
Official DOL plan name: Bardex Corporation Employee Stock Ownership Plan · Sponsored by Bardex Corporation · California · Manufacturing
$24M in assets, 64 participants
Bardex Corporation's Bardex Corporation Employee Stock Ownership Plan reported $24M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 123,622 plans)
- #11,330 in Manufacturing (17,777 peers)
2024 asset change
Bardex Corporation Employee Stock Ownership Plan declined sharply 15.7% in 2024 ($28M → $24M) for 64 participants.
- $24M
- total plan assets (2024 EOY)
- 64
- covered participants
- 73rd
- percentile by assets (of 123,622 plans)
- $372,360
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Bardex Corporation Employee Stock Ownership Plan sits by total assets
Bardex Corporation Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,831,030 Top 27% higher than 73% 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
- Bardex Corporation Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Bardex Corporation Employee Stock Ownership Plan reported participants rose from 47 in the plan year 2023 filing to 64 in the plan year 2024 filing.
- Bardex Corporation Employee Stock Ownership Plan end-of-year assets fell from $28M in the plan year 2023 filing to $24M in the plan year 2024 filing.
2024 asset move for Bardex Corporation Employee Stock Ownership Plan
Year over year, total assets declined sharply from $28M at the start of 2024 to $24M at year-end (down 15.7%). Net assets closed at $15M; reported net income -$3M.
Bardex Corporation years around the 2024 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 39 | $23M |
| 2023 | 1 | 47 | $28M |
| 2024 | 1 | 64 | $24M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$3M |
| Employer EIN | 953793000 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Acco Employee Stock Ownership Plan $1.7B · 1,499
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Bardex Corporation Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Bardex Corporation Employee Stock Ownership Plan assets move in 2024? ▼
How have Bardex Corporation plan assets changed over time? ▼
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Next read for Bardex Corporation Employee Stock Owners…
2024 change
Ways to act on Bardex Corporation Employee Stock Ownership Plan's numbers.
- By total assets, Bardex Corporation 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 California. Compare plans
- Bardex Corporation's sponsor-wide assets have grown 3.5% since 2022 across 3 plan years on file. More Manufacturing plans