ESOP · DOL Form 5500 · 2024
F. R. Bell & Associates, Inc. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $131,639
- Avg per participant Near avg balance/head
Official DOL plan name: F. R. Bell & Associates Employee Stock Ownership Plan · Sponsored by F. R. Bell & Associates, Inc. · Alaska · Professional & Technical Services
$2M in assets, 16 participants
F. R. Bell & Associates, Inc.'s F. R. Bell & Associates Employee Stock Ownership Plan reported $2M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #5,201 in Professional & Technical Services (20,173 peers)
F. R. Bell & Associates, Inc. multi-year trail
F. R. Bell & Associates, Inc.'s plans moved -25.2% in assets from 2022 to 2024; this filing shows F. R. Bell & Associates Employee Stock Ownership Plan at $2M / 16 participants.
- #5,201
- in Professional & Technical Services (20,173 peers)
- -23.9%
- assets change YoY
The plan reported a net loss of $663K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
F. R. Bell & Associates Employee Stock Ownership Plan among the smaller filed plans by assets
F. R. Bell & Associates Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,106,230 30th percentile higher than 30% 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
F. R. Bell & Associates 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. F. R. Bell & Associates Employee Stock Ownership Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- F. R. Bell & Associates Employee Stock Ownership Plan reported net income fell from -$45K in the plan year 2023 filing to -$663K in the plan year 2024 filing.
- F. R. Bell & Associates Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- F. R. Bell & Associates Employee Stock Ownership Plan reported participants rose from 15 in the plan year 2023 filing to 16 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 920128211 · F. R. Bell & Associates, Inc. PY 2024 · ESOP
F. R. Bell & Associates Employee Stock Ownership Plan · $2M · 16 · 30th
- TYPE $2M
- TYPE 16
- TYPE 30th
- TYPE ESOP
- TYPE near Steve Silver Company Employee Stock Ownership Plan
- TYPE ind #5201
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 Alaska →
F. R. Bell & Associates Employee Stock Ownership Plan in the asset neighbourhood
F. R. Bell & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All F. R. Bell & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 25.157459540227027% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $3M |
| 2023 | 1 | 15 | $3M |
| 2024 | 1 | 16 | $2M |
F. R. Bell & Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$663K |
| Employer EIN | 920128211 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Alaska
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Alaska Rubber & Supply, Inc. Employee Stock Ownership Plan and Trust $42M · 136
- Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust $39M · 40
- Alaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and Trust $37M · 52
- Sagaya Corporation Employee Stock Ownership Plan $23M · 101
- Alaska Rent-a-Car, Inc. Employee Stock Ownership Plan $16M · 145
F. R. Bell & Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Alaska, the nearest ESOP by assets is Steve Silver Company Employee Stock Ownership Plan in TX ($2M); by covered participants it is Mediu, Inc. Employee Stock Ownership Plan in OH (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Steve Silver Company Employee Stock Ownership Plan (TX) $2M · 149
- Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan (MO) $2M · 125
- Boston Brace International, Inc. Employee Stock Ownership Plan (MA) $2M · 160
- Bryant Air Conditioning and Heating Company of Lincoln, Nebraska Employee Stock Ownership (NE) $2M · 51
Similar participant headcount
Nearest other-state filings by covered participants (16 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.