ESOP · DOL Form 5500 · 2024

Barrio Brewing Company, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
46
Participants Small participant base
38th
Percentile by assets National rank
$85,003
Avg per participant Below avg balance/head
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Official DOL plan name: Barrio Brewing Company, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Barrio Brewing Company, Inc. · Arizona · Manufacturing

$4M in assets, 46 participants

Barrio Brewing Company, Inc.'s Barrio Brewing Company, Inc. Employee Stock Ownership Plan and Trust reported $4M in total assets and 46 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,756 in Manufacturing (17,777 peers)

Barrio Brewing Company, Inc. multi-year trail

Barrio Brewing Company, Inc.'s plans moved +15.6% in assets from 2022 to 2024; this filing shows Barrio Brewing Company, Inc. Employee Stock Ownership Plan and Trust at $4M / 46 participants.

#3,756
in Manufacturing (17,777 peers)
+26.9%
assets growth YoY

Barrio Brewing Company, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Barrio Brewing Company, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$3,910,119 38th percentile higher than 38% 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

Barrio Brewing Company, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barrio Brewing Company, Inc. Employee Stock Ownership Plan and Trust is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Barrio Brewing Company, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$118K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Barrio Brewing Company, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Barrio Brewing Company, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 40 in the plan year 2023 filing to 46 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 843461338 · Barrio Brewing Company, Inc. PY 2024 · ESOP

Barrio Brewing Company, Inc. Employee Stock Ownership Plan and Trust · $4M · 46 · 38th

  • PHOTO $4M
  • PHOTO 46
  • PHOTO 38th
  • PHOTO ESOP
  • PHOTO near Kennesaw Transportation, Inc. Employee Stock Ownership Plan
  • PHOTO ind #3756

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 Arizona →

Barrio Brewing Company, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Barrio Brewing Company, Inc. Employee Stock Ownership Plan and TrustBarrio Brewing Company, Inc.…$4MKennesaw Transportation, Inc. Employee Stock Ownership PlanKennesaw Transportation, Inc…$4MGis Surveyors, Inc. Employee Stock Ownership PlanGis Surveyors, Inc. Employee…$4MPro-Cut Construction Services, Inc. Employee Stock Ownership PlanPro-Cut Construction Service…$4MBroadstreet Bank, Ssb Employee Stock Ownership PlanBroadstreet Bank, Ssb Employ…$4M
End-of-year total assets ($M) among Barrio Brewing Company, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Barrio Brewing Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Barrio Brewing Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 15.62802738082987% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.38M $3.91M ▲ +15.7%
Year Plans Participants Total Assets
2022 1 34 $3M
2023 1 40 $3M
2024 1 46 $4M

Barrio Brewing Company, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN843461338
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

Barrio Brewing Company, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Barrio Brewing Company, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.003910119 · Participants: 46Barrio Brewing Company, Inc. Employee Stock Ownership Plan and TrustThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.454509943 · Participants: 3220The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.561105831 · Participants: 21253U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.414837473 · Participants: 263Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.26183793 · Participants: 757Wilson Electric Services Corp. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.225590305 · Participants: 1089Pima Medical Institute Employee Stock Ownership Plan
Barrio Brewing Company, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Arizona, assets vs. participants

Barrio Brewing Company, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Kennesaw Transportation, Inc. Employee Stock Ownership Plan in GA ($4M); by covered participants it is Admix, Inc. Employee Stock Ownership Plan in NH (46 participants). Same-state nearby plans are listed separately above.

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 Barrio Brewing Company, Inc. Employee Stock Ownership Plan and Trust assets move in 2024?
Barrio Brewing Company, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 26.9% during 2024, from $3M to $4M. Reported net income was $1M.
How have Barrio Brewing Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Barrio Brewing Company, Inc.'s sponsor-wide assets grew 15.6%, from $3M to $4M.
Which ESOP plans are similar in size to Barrio Brewing Company, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is Kennesaw Transportation, Inc. Employee Stock Ownership Plan in GA ($4M, 326 participants).
Which ESOP plans cover a similar participant headcount to Barrio Brewing Company, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by covered participants is Admix, Inc. Employee Stock Ownership Plan in NH (46 participants, $6M in assets).